Overview
This full-time, fixed-term seasonal position in tax compliance focuses on providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. The role involves delivering exceptional tax services during key seasonal tax periods (3-6 months) with no travel requirements.
Responsibilities
- Manage client service accounts and engagements
- Solve complex tax-related problems to achieve exceptional outcomes
- Assist clients in achieving personal wealth objectives
- Develop and implement wealth management plans
- Improve clients' operational efficiency
- Ensure timely and quality deliverables
Requirements
- Bachelor's Degree in Accounting
- Minimum of 5 years of relevant experience
- CPA, Member of the Bar, or other tax, technology, or finance-specific credentials may qualify
Preferred Qualifications
- In-depth knowledge of individual income tax planning
- Proficiency in financial and wealth transfer planning
- Experience with business succession, trust, and estate work
- Technical skills in income tax filings
- Ability to build and maintain client relationships
- Experience managing project workflow, budgets, and billing
- Strong written and verbal communication skills
- Supervisory experience and ability to foster trust within teams
Skills and Competencies
- Analyze and identify linkages within complex systems
- Take ownership of projects from planning through completion
- Collaborate with team leadership to ensure quality and timely deliverables
- Mentor and develop team members
- Address conflicts and engage in difficult conversations professionally
- Uphold professional and technical standards, including code of conduct and independence requirements
- Embrace technology and innovation to enhance service delivery
Compensation and Benefits
- Salary range: $99,000 - $266,000, dependent on skills, experience, qualifications, location, and applicable laws
- Eligibility for annual discretionary bonus
- Benefits include medical, dental, vision, 401(k), holiday pay, vacation, personal and family sick leave, among others
Location
This position does not require travel and is based at the employer's designated office location.
Applications will be accepted until the position is filled. The employer is an equal opportunity organization and considers all qualified applicants without regard to protected characteristics under applicable law.