This person will oversee complex tax engagements for wealthy individuals, families, and related entities (individual, trusts, estates, gift, partnerships) and must have previous HNW experience in review & compliance, tax planning & advisory, client management, supervision & mentoring, and practice development.
Job Responsibilities
Oversee tax engagements from planning to delivery, ensuring tasks and projects meet deadlines and client expectations
Prepare, review, and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-up work for all entity types (C-Corp, S-Corp, Partnership, multi-state, etc.)
Prepare and review complex tax planning projections for individuals and entities
Prepare and review complex U.S. and multi-state/international income tax returns for business entities, including consolidated and nonconsolidated C-corporations, S-Corporations, and Partnerships
Conduct complex tax research and prepare memorandum outlining findings and conclusions
Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed
Assist with business development efforts, including but not limited to, meeting with prospective and existing clients, preparing fee quotes and proposals, and evaluating clients’ needs
Numbers & Facts
Location
Fort Lauderdale, FL
Job Type
Full-time, Employee
Salary
$125,000–$175,000 Per Year
Qualifications
CPA or EA
Bachelor’s or Master’s Degree in Accounting
5-7+ years of experience in public accounting with exposure to individual, corporate and partnership taxation
HNW experience in review & compliance, tax planning & advisory, client management, supervision & mentoring, and practice development.
About Company
Top 100 CPA firm
Skills
CPA
Public Accounting
High Net Worth
Private Client Services
Skills
Certified Public Accountant (CPA)unmatched
High Net Worthunmatched
Mentoringunmatched
Sales Managementunmatched
Tax Planningunmatched
Tax Regulationsunmatched
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