Tax Senior

Overview

• Lead tax compliance and planning for high-net-worth individuals and entities.
• Collaborate with a dynamic team in a hybrid work environment.
• Utilize your expertise in fiduciary and entity tax filings.
• Contribute to a culture focused on professional growth and development.
• Engage in complex tax research and provide practical solutions.
• Support clients with tailored tax strategies and planning opportunities.
• Enhance your skills with access to advanced compliance technologies.
• Work closely with experienced professionals in a collaborative setting.

Key Responsibilities & Duties

• Prepare and review tax returns for high-net-worth individuals and entities.
• Conduct research on complex tax issues to develop actionable insights.
• Collaborate with team members to deliver integrated family office services.
• Ensure accuracy and compliance in all tax-related deliverables.
• Assist in the development of tax planning strategies for clients.
• Provide mentorship and knowledge sharing to enhance team capabilities.
• Utilize compliance technology for efficient tax preparation and planning.
• Maintain a commitment to continuing education and professional growth.

Job Requirements

• Bachelor’s degree in accounting or related field.
• 4-6 years of experience in tax or family office practices.
• Proficiency in tax compliance tools such as Pro Systems and BNA Planner.
• CPA certification or parts passed preferred.
• Strong analytical and problem-solving abilities.
• Excellent communication skills, both written and verbal.
• Knowledge of CCH Engagement and Axcess Tax is advantageous.
• Commitment to a collaborative and growth-oriented work environment.