Tax Senior - Private Client

Overview

This role involves managing client tax engagements end-to-end while mentoring associates and contributing to overall team success. The Senior will use advanced technical expertise and client management skills to lead planning, execution, and review activities, and to support integrated solutions across departments.

Responsibilities

• Lead and manage client engagements, including planning, execution, and review phases, ensuring tasks are completed on time and within budget.
• Delegate tasks effectively, monitor progress, and ensure quality standards are met.
• Train and mentor associates, providing constructive feedback to support professional growth.
• Coordinate with other departments (e.g., audit, consulting) to deliver integrated client solutions.
• Apply technical expertise to resolve complex issues and contribute to business development activities.
• Stay updated on industry trends and best practices to improve 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 in 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: maintain attention to detail while considering 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.

• 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 in NYC, Austin, Miami, or Atlanta, or anywhere in the US
• Office perks: breakfast, afternoon snacks, and Thursday Happy Hours
• Up to 8 weeks/year working from abroad

Location

Flexible remote policy with options to work from offices in NYC, Austin, Miami, and Atlanta, or anywhere in the US.