Tax Senior

Overview

• Join a leading financial services firm specializing in tax compliance and advisory solutions for high-net-worth clients.
• Contribute to impactful projects that shape strategic financial outcomes and client success.
• Benefit from a hybrid work model promoting flexibility and work-life balance.
• Collaborate with experienced professionals in a supportive and innovative environment.
• Access robust professional development programs to advance your expertise and career.
• Enjoy comprehensive benefits including health, dental, vision, and retirement plans.
• Engage in continuous learning initiatives to stay ahead in the evolving tax industry.
• Be part of a collaborative team valuing excellence and innovation in financial services.

Key Responsibilities & Duties

• Prepare and review federal and state tax returns for individuals, partnerships, and trusts with precision and compliance.
• Manage tax-related documents and processes to ensure operational efficiency and adherence to regulations.
• Support audits and address federal and state tax notices with professionalism and expertise.
• Develop quarterly tax projections and estimates to assist clients in strategic financial planning.
• Contribute to special projects aimed at enhancing client outcomes and operational workflows.
• Leverage advanced tax software tools to streamline tax preparation and compliance tasks.
• Collaborate with team members to refine processes and deliver superior services.
• Stay informed on evolving tax regulations and industry trends to implement best practices.

Job Requirements

• Master of Laws in Taxation or equivalent advanced degree in Accounting or Finance.
• Minimum of 3 years of progressive experience in tax compliance and advisory services.
• Proficiency in Excel, Word, and specialized tax software such as CCH ProSystem FX.
• Strong understanding of tax regulations for high-net-worth individuals, partnerships, and trusts.
• Exceptional organizational and analytical skills for managing complex tax matters.
• Experience with international taxation is advantageous but not mandatory.
• Ability to thrive in a hybrid work environment with effective communication skills.
• Commitment to continuous learning and professional growth through education programs.