Tax Senior

Overview

• Join a dynamic tax team specializing in high-net-worth individual taxation and compliance matters.
• Contribute to accurate tax preparation and compliance for diverse clients.
• Work in a hybrid environment with opportunities for professional development.
• Collaborate with experienced professionals in a supportive work setting.
• Enhance your skills in tax compliance and preparation using advanced software tools.
• Access premium benefits including medical, dental, and vision coverage.
• Benefit from generous PTO and a 401k plan with matching contributions.
• Participate in continued education reimbursement programs to advance your expertise.

Key Responsibilities & Duties

• Prepare and review federal and state tax returns for individuals, partnerships, and trusts.
• Assist senior tax staff in archiving and reviewing tax-related documents.
• Maintain and update internal documentation and processes for tax operations.
• Support audits and respond to federal and state tax notices as required.
• Prepare quarterly tax projections and estimates for clients.
• Contribute to special projects and ensure compliance with tax regulations.
• Utilize CCH ProSystem FX Tax Software for tax preparation tasks.
• Collaborate with team members to enhance operational efficiency.

Job Requirements

• Bachelor’s degree in Accounting or Finance, Master of Laws in Taxation preferred.
• Minimum 2-3 years of progressive tax experience, including high-net-worth individual taxation.
• Proficiency in Excel, Word, and CCH ProSystem FX Tax Software.
• Knowledge of tax compliance and preparation for partnerships, trusts, and corporations.
• Strong organizational and analytical skills for managing complex tax matters.
• Experience with international taxation is a plus.
• Ability to work effectively in a hybrid work environment.
• Commitment to professional growth and continuous learning.