Tax Senior

Job Title: Tax Senior

Department: Tax

Location: Remote/Hybrid

Successful candidates should have the following:

• 2-3+ years of public accounting experience
• Experience with high-net-worth individuals, partnerships, corporations, gift and estate tax, LLCs, and trust preparation experience is preferred; non-profit experience is a plus.
• Ability to prepare working trial balance and year-end adjusting entries
• Possess a broad understanding of Tax Law with specialized knowledge in a particular area(s) of individual, corporate, taxation of pass-throughs, estate and gift tax, investment advisory, and/or financial planning.
• Proficiency in Excel, Word, and CCH Axcess and have excellent research, writing, verbal, and written communication skills.

Educational Requirements:

• Bachelor's degree in Accounting, Finance, or other business-related fields
• CPA certification

A day-in-the-life basic overview includes:

• Manage and develop clients who require income tax and financial planning
• Review complex tax returns for individuals, partnerships, corporations, entities, and LLCs.
• Prepare and review year-end projections and quarterly estimates.
• Conduct research on various tax-related issues.
• Provide mentorship and guidance to associates on tax matters.
• Act as a liaison between managers and clients.
• Maintain strong presentation skills both in written and oral communication.