Job Description

Position Overview:

We are seeking an experienced Tax Senior or Tax Manager to join our dynamic team. The ideal candidate will have a strong background in tax compliance and planning, with a focus on HNWIs and various entity structures. This role involves managing a portfolio of clients, mentoring junior staff, and contributing to the firm’s strategic goals.

Key Responsibilities:

• Prepare and review complex tax returns for HNWIs, S-Corps, C-Corps, partnerships, nonprofits, and trusts/estates.
• Conduct tax research and provide advisory services to clients regarding tax implications and strategies.
• Manage client relationships, ensuring high levels of satisfaction and timely communication.
• Oversee and mentor junior staff, providing guidance and support on tax matters and professional development.
• Assist in the development and implementation of tax planning strategies to optimize client outcomes.
• Stay current on tax laws and regulations, proactively communicating changes to clients.
• Collaborate with other departments to provide comprehensive service offerings.
• Assist in managing the tax workflow to ensure deadlines are met and work is of the highest quality.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation or related preferred.
• CPA certification required.
• 5+ years of progressive tax experience in a CPA firm, with a focus on HNWIs and various business entities.
• Strong technical skills in tax compliance and planning, particularly in S-Corps, C-Corps, partnerships, nonprofits, and trusts/estates.
• Excellent interpersonal and communication skills, with the ability to build relationships with clients and team members.
• Strong analytical and problem-solving abilities.
• Proficient in tax software and Microsoft Office Suite.

Benefits:

• Competitive salary and performance-based bonuses.
• Comprehensive benefits package, including health, dental, and retirement plans.
• Opportunities for professional development and continuing education.
• Flexible work arrangements and a supportive work-life balance.

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