Tax Senior

Tax Senior Overview

• The Tax Senior will lead tax compliance and planning for high-net-worth individuals and entities, ensuring precision and efficiency in all deliverables.
• Engage in a collaborative, growth-oriented environment that emphasizes professional development and continuous learning opportunities.
• Utilize advanced tax compliance technologies to streamline processes and enhance accuracy in tax solutions.
• Expand expertise in fiduciary and entity tax filings while working on complex tax scenarios.
• Collaborate with experienced professionals to deliver tailored tax strategies that meet unique client financial goals.
• Participate in a hybrid work model, balancing flexibility with team collaboration and engagement.
• Contribute to a culture that values innovation, teamwork, and high-quality client service.
• Develop actionable insights through in-depth tax research and analysis.

Tax Senior Key Responsibilities & Duties

• Prepare and review tax returns for high-net-worth individuals and entities with a focus on accuracy and compliance.
• Conduct detailed research on complex tax issues to develop innovative solutions and strategies.
• Collaborate with team members to deliver integrated family office services and comprehensive tax planning.
• Mentor junior staff, fostering professional growth and sharing technical expertise.
• Leverage advanced tax compliance tools to optimize preparation and planning processes.
• Ensure compliance with all relevant tax regulations and standards in deliverables.
• Assist in crafting and implementing tax strategies tailored to client-specific needs.
• Stay updated on industry trends and regulatory changes through ongoing professional education.

Tax Senior Job Requirements

• Bachelor’s degree in accounting or a related field is required.
• Minimum of 2 years of tax practice experience; 4 years preferred.
• CPA certification or progress toward certification is highly desirable.
• Proficiency in tax compliance tools such as Pro Systems and BNA Planner.
• Familiarity with CCH Engagement and Axcess Tax software is advantageous.
• Strong analytical skills to address and resolve complex tax scenarios effectively.
• Excellent communication skills for client interactions and team collaboration.
• Commitment to a collaborative, innovative, and growth-focused work environment.