Tax Senior - Private Client

Overview

This role involves managing client engagements end-to-end while mentoring associates and supporting overall team success. The position requires strong technical tax expertise, leadership, and client management skills.

Responsibilities

• Lead and manage client engagements, including planning, execution, and review phases, ensuring tasks are completed on time and within budget.
• Delegate tasks effectively to team members and monitor progress to meet quality standards.
• Train and mentor associates, providing constructive feedback to support professional growth.
• Coordinate with other departments (e.g., audit, consulting) to deliver integrated client solutions.
• Use technical expertise to resolve complex issues and contribute to business development activities.
• Stay updated on industry trends and best practices to enhance client service and internal processes.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field (Master’s degree is a plus).
• CPA or EA certification (or actively pursuing it).
• 3–5 years of experience in tax, including significant hands-on experience in US individual income taxation.
• Demonstrated ability to manage end-to-end client engagements and supervise junior team members.

Technical Skills

• Advanced knowledge of accounting standards, tax regulations, and financial reporting.
• Proficiency with accounting software and tools (e.g., Xero, QuickBooks, and workflow automation platforms).
• Experience coordinating across multiple departments for integrated client solutions.

Soft Skills

• Trust & Discretion: handle sensitive client information with integrity, confidentiality, and reliability.
• Client Communication: explain complex tax matters clearly, communicate proactively, and push back when needed.
• Relationship Skills: build strong relationships with demanding international clients and their advisors.
• Precision & Perspective: balance attention to detail with an understanding of the client’s overall situation.
• Adaptability & Problem-Solving: thrive in a fast-paced environment and find creative, practical solutions.
• Organization: manage multiple clients and deadlines efficiently and calmly.

Language

• Fluency in both English and French is required (written and spoken).

Compensation & Benefits

• Health insurance 100% covered, with HSA & FSA options
• 401(k) with 100% match up to 6% — starting after 3 months
• Unlimited PTO (with a real minimum of 2 weeks)
• Flexible remote policy: work from offices (NYC, Austin, Miami, Atlanta) or anywhere in the US
• Office perks: breakfast, afternoon snacks, and Thursday Happy Hours
• Up to 8 weeks/year working from abroad

Location

Remote policy allows work from offices (NYC, Austin, Miami, Atlanta) or anywhere in the US.