Tax Senior

Overview

• Join a dynamic tax team as a Senior Tax Associate, contributing to high-quality client service and tax compliance excellence.
• Work in a hybrid environment, balancing on-site collaboration with remote flexibility for optimal productivity.
• Engage with high-net-worth individuals, fiduciary tax matters, and not-for-profit compliance projects.
• Collaborate with a small team to deliver integrated family office services and practical income tax planning solutions.
• Develop professionally through continuous learning and contributing to a supportive team-oriented culture.
• Utilize advanced compliance technology applications to enhance service delivery and maintain accuracy.
• Contribute to a growing business with opportunities for professional advancement and impactful work.

Key Responsibilities & Duties

• Prepare and self-review tax work products for high-net-worth individuals and fiduciary tax compliance.
• Research complex tax issues and develop practical income tax planning services.
• Assist in preparing time-sensitive client requests and planning opportunities.
• Facilitate communication and knowledge sharing to enhance team service delivery.
• Maintain a commitment to continuing education and professional development.
• Utilize compliance technology applications for efficient and accurate tax processing.
• Contribute to a flexible and team-oriented working culture.

Job Requirements

• Bachelor’s degree in accounting or related field required.
• 4-6 years of experience in tax or family office practices, with emphasis on individual and fiduciary tax.
• Proficiency in compliance technology applications like Pro Systems and BNA Income Tax Planner.
• CPA certification or CPA exam parts passed preferred.
• MBA or MS in Taxation is a plus.
• Strong interpersonal, analytical, and problem-solving skills.
• Knowledge of CCH Engagement and CCH Axcess Tax preferred.