Tax Senior - High Net Worth/FWS

Overview

A professional services firm is seeking a Tax Senior to join their High Net Worth (Family Wealth Services) practice group. This role involves preparing and performing technical reviews of tax returns for high-net-worth individuals, family partnerships, and trusts to ensure compliance with state and federal tax regulations. The position includes preparing complex tax returns, reviewing basic engagements, calculating quarterly estimates, and providing year-end tax planning. The Tax Senior will also supervise, motivate, and develop tax associates.

Responsibilities

• Perform tax, gift, and estate compliance services for individuals, family limited partnerships, and trusts
• Continuously expand knowledge of individual, gift, trust, and estate tax as well as overall professional development
• Conduct technical reviews of individual tax returns
• Gather data from clients and third-party sources
• Perform basic tax research to support tax return positions
• Resolve open items and issues on assigned engagements
• Monitor engagement economics by managing budgets and seeking efficiencies
• Direct and control concurrent assignments to successful completion
• Develop and lead associates through engagements, delegating assignments and tasks as appropriate
• Provide honest, objective, and constructive feedback to associates in a timely manner
• Collaborate to identify and sell opportunities among existing clients
• Serve as a mentor through participation in firm committees, departmental matters, and events
• Participate actively in recruiting new and experienced associates
• Perform other duties within the scope of the practice

Requirements

• Bachelor’s degree in Accounting, Finance, or Law; Master’s degree in Tax or LLM in Tax preferred
• Minimum of 2 years recent public accounting firm experience
• Experience working with individual tax returns
• Experience with gift, trust, estate, and family limited partnership tax is a plus
• Significant progress toward EA License or CPA certification preferred
• Strong oral and written communication skills
• Effective analytical and problem-solving abilities
• Strong time and work management skills

Compensation & Benefits

• Generous paid time off and firm holidays, including the week between Christmas and New Year’s
• Flexible work schedules
• Paid family leave benefits: 16 weeks maternity and adoption leave, 8 weeks parental leave, 4 weeks caregiver leave (eligibility applies)
• Comprehensive health and wellness benefits, including wellness coaching and mental health counseling
• One-on-one professional coaching
• Leadership and career development programs

Physical and Cognitive Requirements

• Regularly required to remain stationary, use hands repetitively to operate office equipment, and communicate verbally in person and by telephone
• Must have specific vision abilities including close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus
• Regularly required to use written and oral communication skills, read and interpret data and documents, observe and interpret situations
• Ability to work under deadlines with frequent interruptions
• Interact with internal and external customers and others during work

Location

Multiple offices located in fast-growing cities across the United States.