Senior Tax Associate

🌟 Senior Tax Opportunity: Join Our Thriving Team! 🌟. Our core values are centered around our people and our clients. We believe that putting your employees first is not only the right thing to do but also gives us the competitive edge to ensure our clients have an excellent experience! Over the years, our reputation for providing our people with the very best has caught the eye of some reputable clients who have chosen to use us as their primary firm!

Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too!

• Meaningful Work!
• Best in Class Firm!
• Competitive Compensation Package!
• Complete Benefits Package!
• Flexible Work Schedules!
• Accelerated Career Growth!
• Fun Company Activities!
• Many More!

Job Details:

As a Permanent Tax Senior, you will play a critical role in our financial team, providing tax services to high net worth individuals and businesses. You will be responsible for preparing and reviewing complex tax returns, conducting tax research, and providing tax planning and consulting services. This role requires a strong understanding of tax laws and regulations, as well as excellent analytical, communication, and problem-solving skills. The ideal candidate is a Certified Public Accountant (CPA) with a minimum of three years of experience in the finance industry.

Responsibilities:

• Prepare and review complex tax returns for high net worth individuals (HNWI), corporations, partnerships, trusts, and estates.
• Conduct detailed tax research and provide tax planning and consulting services to clients.
• Administer estates and trusts, including the preparation of estate tax returns and fiduciary income tax returns.
• Advise on trust operations, wealth management, investments, and financial services.
• Handle tax-related issues related to C corporations, S corporations, partnerships, 1031s, and 709s.
• Collaborate with other team members to ensure accurate and timely delivery of tax services.
• Stay updated with the latest tax laws and regulations and ensure compliance.
• Assist in the development of tax strategies and solutions to minimize tax liabilities and maximize client wealth.

Qualifications:

• Certified Public Accountant (CPA) designation required.
• Minimum of three years of experience in tax, finance, or a related field.
• Proven experience with trust operations, wealth management, investments, and financial services.
• Strong understanding of tax laws and regulations related to estates, trusts, C corporations, S corporations, partnerships, 1031s, and 709s.
• Excellent analytical, problem-solving, and communication skills.
• Strong organizational skills with the ability to manage multiple projects simultaneously.
• Proficient in tax software and Microsoft Office Suite.
• Ability to work independently and as part of a team.
• High attention to detail and accuracy.
• Commitment to maintaining confidentiality and exercising discretion.

Join our team as a Permanent Tax Senior and take the next step in your career in the finance industry. This is an exciting opportunity to work with a diverse group of clients and make a significant impact on their financial success. We look forward to hearing from you.