Senior Tax Accountant – High-Net-Worth Client Services

Overview

This role is a client-facing Senior Tax Professional position supporting high-net-worth individuals, business owners, entrepreneurs, executives, investors, partnerships, and related entities.

The employer is seeking an experienced tax professional with 10+ years of client-facing tax and professional services experience. The role involves preparing and filing complex federal and state tax returns and managing a significant volume of filings throughout the year.

Responsibilities

• Prepare and review complex federal and state tax returns for high-net-worth individuals, business owners, partnerships, and related entities.
• Prepare and review Forms 1040, 1065, 1120, 1120-S, 1041, and related schedules and filings.
• Manage tax matters involving multiple K-1s, partnerships, S corporations, LLCs, trusts, investment income, real estate holdings, and other pass-through entities.
• Manage a substantial portfolio of client tax returns and filing deadlines.
• Work directly with clients to gather information, resolve questions, explain tax matters, and ensure accurate and timely filings.
• Review prior-year returns and client financial information to identify errors, inconsistencies, and potential tax-planning opportunities.
• Provide tax planning and advisory support throughout the year, including estimated tax calculations and year-end planning.
• Advise clients on potential tax strategies, deductions, write-offs, and opportunities to optimize their overall tax position.
• Analyze complex tax matters involving basis, passive activity limitations, capital gains and losses, business income, investment activity, and real estate.
• Prepare and review multi-state individual and business tax returns.
• Assist clients with IRS and state tax notices, amended returns, examinations, and other tax authority correspondence.
• Research federal and state tax issues and determine appropriate tax treatment.
• Maintain accurate and organized tax workpapers and supporting documentation.
• Collaborate with attorneys, financial professionals, consultants, and other advisors when matters involve legal, estate-planning, investment, business, or strategic considerations.
• Identify opportunities where additional professional expertise may benefit the client.

Required Qualifications

• 10+ years of professional tax and client-service experience.
• Significant experience working in a tax, accounting, CPA, advisory, family office, or other professional services environment.
• Extensive hands-on experience preparing and filing tax returns for clients.
• Demonstrated experience serving high-net-worth individuals and business owners.
• Experience preparing and reviewing complex individual and business tax returns.
• Strong experience with Forms 1040, 1065, 1120, 1120-S, 1041, and related filings.
• Extensive experience with partnerships, S corporations, LLCs, K-1s, trusts, investments, and pass-through entities.
• Experience handling multi-state tax returns and tax issues.
• Demonstrated ability to manage a significant volume of client tax filings and deadlines.
• Strong understanding of federal and state tax compliance.
• Strong analytical and research skills with the ability to independently identify and resolve tax issues.
• Excellent client communication and relationship-management skills.
• Ability to explain complex tax concepts clearly to clients and other professionals.
• Strong attention to detail, organization, discretion, and professional judgment.
• Proficiency with professional tax preparation software and Microsoft Excel.

Preferred Qualifications

• CPA or Enrolled Agent (EA) designation preferred.
• Experience serving ultra-high-net-worth individuals and families.
• Experience advising entrepreneurs, executives, investors, and closely held businesses.
• Experience providing proactive tax planning and strategy.
• Experience advising clients on deductions, write-offs, tax optimization, and year-end planning.
• Experience with trusts, estates, gifting, and wealth-transfer matters.
• Experience assisting with IRS or state examinations, notices, or tax controversy matters.
• Experience working alongside tax attorneys, estate-planning attorneys, wealth advisors, or other professional advisors.
• Experience working in a multidisciplinary professional services environment.

Compensation & Benefits

• Full-time employment. (Compensation details not provided.)

Location

• Remote