Tax Senior Associate - Private Client Services (PCS)

Overview

This role is with the Private Client Services (PCS) practice. The organization is seeking a Tax Senior Associate to join a dynamic team focused on delivering exceptional client service.

Responsibilities

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
• Build impactful relationships with new and existing clients and maintain relationships with firm leadership.
• Develop a working knowledge of the client’s business, take responsibility for completing assigned tasks, and meet client deadlines.
• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
• Collaborate with other tax professionals to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
• Mentor and coach junior team members.
• Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.

Requirements

• Bachelor’s Degree in Accounting or equivalent field
• 2+ years of recent tax compliance experience within public accounting
• Experience preparing US based tax returns for partnerships, s-corps, and individuals

Preferred Qualifications

• Master’s Degree in Taxation or relevant field
• CPA (Certified Public Accountant), or parts passed towards completion, OR IRS (Internal Revenue Service) Enrolled Agent Certification
• Experience using GoSystems or CCH Axcess tax software

Compensation & Benefits

• Merit-based employer; does not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
• Flexibility to manage workdays in support of work/life balance.

Location

Miami