Tax Senior

Overview

• Join a leading financial services firm as a Tax Senior, driving impactful tax strategies and compliance solutions.
• Prepare and review complex Federal and multi-state tax returns for diverse entities and individuals.
• Engage in tax research and planning to develop innovative solutions for client needs.
• Collaborate with a dynamic team to deliver exceptional client service and strategic insights.
• Utilize advanced tax software to streamline processes and enhance operational efficiency.
• Maintain detailed documentation and workpapers to ensure audit readiness and compliance.
• Respond effectively to Federal, state, and local tax notices, ensuring timely resolutions.
• Benefit from a hybrid work environment fostering professional growth and work-life balance.

Key Responsibilities & Duties

• Prepare and review Federal and multi-state tax returns for individuals, trusts, estates, and entities.
• Handle gift tax returns and perform quarterly and year-end tax projections.
• Conduct research on Federal, state, and international tax issues to provide informed solutions.
• Maintain accurate and detailed tax workpapers and documentation for audit purposes.
• Deliver clear and concise requests for information to clients, ensuring effective communication.
• Respond promptly to Federal, state, and local tax notices, resolving issues efficiently.
• Collaborate with team members to ensure timely completion of projects and client satisfaction.
• Utilize tax software, including GoSystem Tax RS, to enhance processing efficiency.

Job Requirements

• Bachelor’s degree in Accounting or Finance is required.
• Minimum of 3 years of experience in tax preparation and compliance.
• Proficiency in Microsoft Office Suite and advanced tax software tools.
• Strong analytical, problem-solving, and time management skills.
• Experience with GoSystem Tax RS is preferred.
• CPA certification is highly desirable.
• Ability to thrive in a dynamic and collaborative environment.
• Commitment to delivering excellence and achieving professional goals.