This firm works with many local regional business clients as well as high profile VIP personal clients for a variety of tax, estate planning, and business advisory services.
Position Summary and Duties:
-Work independently and with the management staff to work with an assigned group of clients across multiple industries
-Advise clients on multiple tax issues, planning, research and compliance
-Prep and review tax returns for multiple entities including C-Corps, S-Corps, Partnerships, and Trusts
-Work with key clients for business advisory and tax decisions
-Supervise and train junior tax personnel
-Planning, executing, and finalizing tax engagements
-Help when needed for local business events networking and fostering relationships
Role Qualifications:
-5-7 years of tax prep and review experience with various entities, LLCs, high net worth, partnerships
-Bachelor's degree in accounting (or equivalent)
-Masters in tax or accounting preferred
-CPA is not required but highly appreciated
-High level of tax skills, organization, and analytical skills
-Work in a tight deadline environment
-Experience with various tax software programs, Pro System FX, Ultra tax, Thompson Reuters
Pay and benefits:
- $120,000-$170,000 salary annually, commensurate with experience
- 401(k), Profit Sharing, Medical and Dental Insurance
- STD, LTD, paid holidays, Generous PTO policy
- Fridays off during summers after busy season
- Hybrid roles are available once trained and experienced at the firm
Email hire@caliberrecruit.com or apply right here today, and we will reach out and connect!