Tax Senior

Successful candidates should have the following:

• You have 2-5 years of experience in public accounting tax work, including experience with preparing and reviewing complex high-net-worth individual, partnership, fiduciary, LLC, non-profit, gift, and estate tax returns. 
• Ability to prepare working trial balance and year-end adjusting entries
• Possess a broad understanding of Tax Law
• Excellent communication skills, both written and verbal
• You exhibit exceptional multitasking abilities and consistently meet all deadlines.
• You demonstrate a keen interest in staying abreast of the dynamic changes in the tax industry's regulations and policies.
• You excel at problem-solving and quickly identify and offer solutions.
• Proficiency in Excel, Word, and CCH Axcess and have excellent research, writing, verbal, and written communication skills.
• Must be authorized to work in the United States now and in the future without visa sponsorship

Educational Requirements:

• Candidates should possess a Bachelor's degree in Accounting, Finance, or a related business field.
• Hold a valid CPA license or be working towards obtaining a CPA license.

A typical day as a Tax Senior might include the following:

• Review and prepare complex tax returns for high-net-worth individuals, partnerships, corporations, entities, and LLCs.
• Prepare individual, fiduciary, estate, and gift tax returns by deadlines.
• Work with the tax team to ensure the various components of the tax process are performed.
• Work with clients to gather relevant tax-related information to prepare an accurate tax return.
• Analyze the individual's tax situation, trusts, and estate from various angles to ensure the maximum tax benefit is applied.
• Prepare and review year-end projections and quarterly estimates.
• Research various tax-related issues.
• Manage and develop clients who require income tax and financial planning.
• Provide mentorship and guidance to interns and associates on tax matters.
• Act as a liaison between managers and clients.
• Maintain strong presentation skills in both written and oral communication.
• Attend internal and external professional development and training seminars regularly to enhance your skills and knowledge in the field.