Tax Senior

Overview

• Lead tax compliance and planning for high-net-worth individuals and entities in a collaborative and growth-focused environment.
• Utilize advanced compliance technologies to deliver accurate and efficient tax solutions.
• Engage in complex tax research to provide actionable insights and strategies.
• Work closely with experienced professionals to enhance your technical expertise.
• Contribute to a culture emphasizing professional development and continuous learning.
• Support clients with tailored tax strategies to meet unique financial goals.
• Participate in a hybrid work model offering flexibility and collaboration opportunities.
• Expand your skills in fiduciary and entity tax filings within a dynamic setting.

Key Responsibilities & Duties

• Prepare and review tax returns for high-net-worth individuals and entities with precision.
• Conduct in-depth research on complex tax issues to develop innovative solutions.
• Collaborate with team members to deliver integrated family office services.
• Ensure compliance and accuracy in all tax-related deliverables.
• Assist in crafting tax planning strategies tailored to client needs.
• Provide mentorship and share knowledge to foster team growth and expertise.
• Leverage compliance technology to streamline tax preparation and planning processes.
• Commit to ongoing professional education to stay current with industry trends.

Job Requirements

• Bachelor’s degree in accounting or related field required.
• Minimum 2 years of experience in tax practices; 4 years preferred.
• Proficiency in tax compliance tools like Pro Systems and BNA Planner.
• CPA certification or parts passed is highly desirable.
• Strong analytical and problem-solving skills to address complex tax scenarios.
• Excellent communication skills for effective client and team interactions.
• Knowledge of CCH Engagement and Axcess Tax is advantageous.
• Commitment to a collaborative and growth-oriented work environment.