$140,000–$170,000 Per Year
High Net Worth, Certified Public Accountant (CPA), Public Accounting, Tax Planning, Tax Accounting, Tax Returns
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.
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
Paid Time-Off, Prescription Drug Coverage, Life Insurance, 401K Match, Paid Sick Days, Work From Home, 401K, Medical, Dental, Vision
Overview
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.