Tax Senior

Overview

This role is within the Tax department and can be performed Remote/Hybrid.

Responsibilities

• Review and prepare complex tax returns for high-net-worth individuals, partnerships, corporations, entities, and LLCs.
• Prepare individual, fiduciary, estate, and gift tax returns by deadlines.
• Collaborate with the tax team to ensure various components of the tax process are completed.
• Work with clients to gather relevant tax-related information required to prepare accurate returns.
• Analyze an individual’s tax situation, trusts, and estate to apply the maximum tax benefit.
• Prepare and review year-end projections and quarterly estimates.
• Research tax-related issues.
• Manage and develop clients who require income tax and financial planning.
• Provide mentorship and guidance to interns and associates on tax matters.
• Serve as a liaison between managers and clients.
• Maintain strong presentation skills in both written and oral communication.
• Attend internal and external professional development and training seminars regularly.

Requirements

• 2–5 years of experience in public accounting tax work, including experience preparing and reviewing complex high-net-worth individual, partnership, fiduciary, LLC, non-profit, gift, and estate tax returns.
• Ability to prepare working trial balance and year-end adjusting entries.
• Broad understanding of Tax Law.
• Excellent written and verbal communication skills.
• Exceptional multitasking ability and consistent deadline adherence.
• Interest in staying current with dynamic changes in tax industry regulations and policies.
• Strong problem-solving skills and ability to quickly identify and offer solutions.
• Proficiency in Excel, Word, and CCH Axcess.
• Must be authorized to work in the United States now and in the future without visa sponsorship.

Educational Requirements

• Bachelor’s degree in Accounting, Finance, or a related business field.
• Valid CPA license or working towards obtaining a CPA license.

Compensation & Benefits

• Annual salary target: $80,000 – $110,000.
• Specific compensation will be determined based on market demand, education, experience, and skill set of the selected individual.
• Benefits include:
  • Medical/dental/vision insurance
  • Profit sharing plan
  • Paid parental leave
  • 401(k) match
  • Holiday and PTO
  • Overtime pay
  • Paid continuing education
  • Retirement savings, life and disability insurance
  • Certification incentives
  • Education assistance
  • Referral program

Location

Remote/Hybrid