Tax Senior Associate - Private Client Services (PCS)

QUALIFICATIONS

• Bachelor’s Degree required.

• 2+ years previous public accounting experience with a strong concentration in individual taxation.

• Trust and Estate experience is a plus.

• Successful candidate should have CPA or on a timeline of obtaining within a reasonable amount of time from date of hire.   

• Ability to research and resolve complex issues with minimal oversight.   

• Experience in planning and supervising. larger engagement, previous tax return preparation experience is required. 

• Solid research and writing skills, excellent verbal communication and presentation skills and the ability to interact with all levels of staff and clients.   

• A competent working knowledge of accounting, auditing and tax software is required.

RESPONSIBILITIES

• Responsible for preparing, reviewing, and/or executing assigned HNW Individuals’ tax returns and accounting/consulting projects, working directly with Partners and Senior Managers.  

• Complete moderately complex projects accurately, thoroughly, and efficiently.  

• Supervising and leading members of our internal team to ensure client engagements and projects are delivered in a timely manner.

• Participate with more experienced personnel in coordinating large client engagements, identification of problems, tax law and computer model analysis and helping clients determine optimal strategies.

• Continually participate in professional and personal development, including appropriate technical trainings.

• Demonstrate leadership skills in support of all firm policies and procedures to promote teamwork and loyalty. 

• Promote and create positive client and team member impressions by exhibiting professional demeanor, competence, and ability. 

BENEFITS WE OFFER:

• Competitive Compensation.

• Lucrative New Business & Employee Referral Bonuses.

• Anniversary Bonus.

• Open Paid-time-off policy.

• We provide a flexible work environment to offer work/life balance.

• 401(k) plan with company match and profit sharing.

• Medical, dental, and vision insurance.

• Company Paid Life Insurance.

• Affordable Short- & Long-Term Disability Insurance.

• Affordable Accidental and Critical Illness Insurance.

• 9 Paid holidays.

• Tuition Reimbursement.

• Annual Performance Reviews.

• And Much More…