Tax Senior

Overview

• Contribute to a leading tax team, delivering exceptional compliance and planning services to diverse clients.
• Engage with high-net-worth individuals and fiduciary tax matters in a dynamic, hybrid work environment.
• Collaborate within a supportive team culture focused on professional growth and impactful contributions.
• Leverage advanced compliance technologies to enhance accuracy and efficiency in service delivery.
• Participate in continuous learning opportunities to refine skills and expand expertise.
• Work on diverse projects, including not-for-profit compliance and integrated family office services.
• Contribute to a growing organization with opportunities for career advancement and impactful work.

Key Responsibilities & Duties

• Prepare and self-review tax work products for high-net-worth individuals and fiduciary tax compliance.
• Research complex tax issues and develop practical income tax planning solutions.
• Assist in preparing time-sensitive client requests and planning opportunities with precision.
• Facilitate communication and knowledge sharing to enhance team service delivery.
• Utilize compliance technology applications for efficient and accurate tax processing.
• Contribute to a flexible and team-oriented working culture, promoting collaboration.
• Maintain a commitment to continuing education and professional development in tax practices.

Job Requirements

• Bachelor’s degree in accounting or a related field is required.
• 4-6 years of experience in tax or family office practices, focusing on individual and fiduciary tax.
• Proficiency in compliance technology applications such as Pro Systems and BNA Income Tax Planner.
• CPA certification or CPA exam parts passed is preferred.
• MBA or MS in Taxation is a plus, enhancing qualifications.
• Strong interpersonal, analytical, and problem-solving skills are essential.
• Knowledge of CCH Engagement and CCH Axcess Tax is preferred.