Tax Senior - High Net Worth/FWS

Overview

This role is for a Tax Senior to join the High Net Worth (Family Wealth Services) practice group.

The position focuses on preparing and performing technical review of high-net-worth individuals’, related family partnership and trust tax returns to ensure compliance with state and federal tax regulations. The Tax Senior will also prepare complex-level returns, review basic engagements, calculate quarterly estimates, and support year-end tax planning. In addition, the role includes sustaining strong customer relationships and supervising, motivating, and developing tax associates.

Responsibilities

• Provide tax, gift, and estate compliance services for individuals, family limited partnerships, and trusts
• Expand individual, gift, trust, and estate tax knowledge and support ongoing professional development
• Perform technical reviews of individual tax returns
• Gather data from customers and/or third-party sources
• Conduct basic tax research to support tax return positions
• Resolve all open items/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; delegate 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 customers
• Serve as a mentor through active participation in firm committees, departmental matters, and events
• Participate 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/LLM in Tax, preferred
• 2+ years of recent public accounting firm experience
• Experience working with individual tax returns
• Gift, trust, estate and family limited partnership tax experience, a plus
• Significant progress toward EA License or CPA certification, preferred
• Strong oral and written communication skills
• Effective analytical and problem-solving ability
• Strong time and work management skills

Compensation & Benefits

• Generous time away and paid firm holidays, including the week between Christmas and New Year’s
• Flexible work schedules
• 16 weeks of paid maternity and adoption leave; 8 weeks of paid parental leave; 4 weeks of paid and caregiver leave (once eligible)
• Health and wellness benefits, including wellness coaching and mental health counseling
• One-on-one professional coaching
• Leadership and career development programs
• Access to Beyond: a program with experiences to expand your life, personally and professionally

Location

Not specified in the provided description.

Physical Requirements

While performing the duties of this job, the employee is regularly required to:

• Remain in a stationary position
• Use hands repetitively to operate standard office equipment
• Talk or hear, both in person and by telephone
• Meet specific vision abilities, including close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements

While performing the duties of this job, the employee is regularly required to:

• Use written and oral communication skills
• Read and interpret data, information, and documents
• Observe and interpret situations
• Work under deadlines with frequent interruptions
• Interact with internal and external customers and others in the course of work

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.