Job Description

Looking to add excitement to your tax career? Our client has engaged us to find a skilled Tax professional to join their team in a role that breaks away from the ordinary. This position offers a rare opportunity to work with a unique clientele of high-net-worth individuals and professional athletes. You heard that right — major leaguers need major tax advisors. In this role, you’ll handle a diverse and engaging portfolio, including individual, corporate, trust, and non-profit tax returns. You'll also supervise financial statement preparation and ensure compliance with federal, state, and local tax regulations. If you're ready to step into a role that combines complexity with high-profile client work, this could be your chance to make it in the big leagues.

Responsibilities:

• Prepare and review individual, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, trust, Canadian, FBAR, general excise/use, and personal property tax returns for high-net-worth clients.
• Work closely with various departments on tax planning, including quarterly estimates and year-end projections.
• Research athletes’ schedules for duty day calculations and amend tax returns for new clients to optimize tax benefits.
• Act as Power of Attorney during IRS audits, prepare supporting documentation, and liaise with government agencies to secure timely tax refunds.
• Serve as bookkeeper/controller for client entities, prepare journal entries, and ensure the accuracy of general ledgers and financial statements.
• Organize and lead independent audits for non-profit foundations, ensuring compliance with GAAP and transitioning financials from cash-basis to accrual-basis.
• Provide expert advice, stay abreast of industry trends, and communicate solutions proactively to clients and team members.

Qualifications:

• Bachelor’s degree in Accounting or a related field.
• CPA certification or CPA candidate status required. Preference given to candidates who have already received their CPA certification. 
• Minimum of two years’ experience in tax, accounting, or a related field.
• Strong knowledge of current tax laws, especially related to high-net-worth individuals and professional athletes.
• Familiarity with Generally Accepted Accounting Principles (GAAP).
• Excellent verbal and written communication skills, with the ability to effectively interact with high-profile clients and their advisors.
• Proficient in Microsoft Office and specialized tax/accounting software, including GoSystem Tax RS, SurePrep, and Bloomberg Tax.
• Strong critical-thinking abilities, with experience in managing complex projects and meeting tight deadlines.
• Maintain confidentiality and demonstrate a high level of integrity in all professional practices.

About Our Client:

Our client is a leading independent wealth management firm providing comprehensive financial services to high-net-worth individuals, families, and institutions. With a strong commitment to personalized client service, the firm offers a broad range of solutions including investment management, financial planning, and tax advisory. Their team-oriented culture fosters collaboration and innovation, ensuring that clients receive the highest level of expertise and support.

Featured Benefits:

• Compensation: Competitive salary with discretionary bonus opportunities.
• Healthcare: Comprehensive medical, dental, and vision insurance.
• Retirement: 401(k) plan with employer contributions.
• Work-Life Balance: Paid maternity and parental leave.
• Professional Development: Tuition reimbursement for continuing education.

Join our client's team and be a part of a supportive and collaborative environment, where your expertise and insights are valued and utilized to their fullest potential.

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