Tax Senior

Overview

• Contribute to a dynamic tax team, preparing diverse tax returns for high-net-worth individuals and entities.
• Engage with clients to address tax matters, ensuring compliance with federal and state regulations.
• Utilize your expertise in tax accounting principles to deliver accurate and timely financial statements.
• Collaborate with team members to enhance processes and uphold the firm's ethical standards.
• Participate in tax research to identify strategies and improve client understanding of tax laws.
• Work in a professional environment with opportunities for skill development and career growth.
• Contribute to correspondence with tax authorities, addressing inquiries and drafting responses.
• Prepare payroll tax returns and support accounting responsibilities as needed.

Key Responsibilities & Duties

• Prepare federal and multi-state income tax returns for individuals, partnerships, corporations, trusts, and estates.
• Collaborate with high-net-worth individuals and family offices to manage tax work papers.
• Conduct tax accounting adjustments and compile financial statements.
• Assist with tax research and recommend strategies to optimize compliance and understanding.
• Draft responses to IRS and governmental inquiries, ensuring accuracy and professionalism.
• Support team members with accounting tasks and uphold ethical standards.
• Utilize tax preparation software to streamline processes and ensure accuracy.
• Maintain strong communication with clients and team members to ensure effective collaboration.

Job Requirements

• Bachelor's degree in Accounting, Finance, or related field from an accredited institution preferred.
• Minimum of 3 years of experience in corporate tax preparation; 7 years preferred.
• Proficiency in tax preparation software such as BNA and CCH Axcess.
• Licensed CPA or Enrolled Agent preferred.
• Competency in Microsoft applications including Word, Excel, and Outlook.
• Strong organizational, problem-solving, and time-management skills.
• Exceptional verbal and written communication abilities.
• Ability to work collaboratively within a team and adapt to dynamic environments.