Senior Tax Associate- Family Office, LLCs, High Net Worth
What you'll do:
-Tax prep and advisory services to multiple businesses, High Net Worth clients, and complex entities including trusts, estates, and partnerships
-Oversee multiple tax engagements as well as work with the office in a team environment
-Complete all work and engagements according to the specified deadlines and in regulations with the senior tax management and staff
-Prep and review work for C-Corps, S-Corps, HNW (High Net Worth), partnerships, trusts, and other entities
-Mentor junior staff for training and development on Tax assignments
-Create and foster client client relationships for the firm
What you'll Need:
- Bachelors in accounting or equivalent (economics, business administration, finance, accounting, stats)
- Additional CPA needed credit hours (additional education) OR on track and or desire to working towards the CPA in the future OR have the CPA already....) In progress, but not required
- 2-3 years of tax experience working with Quick books and or financial entries in other tax software
- Experience in tax prep work across multiple industries- i.e. Construction, MFG, Healthcare, Professional SVCS-Experience with various popular software programs if possible including CCH, Pro System, Ultra Tax (or other comparable accounting software is ideal).
- Great communicator with a teamwork oriented mindset and personal skills to lead teams as well as coach other staff members
Benefits amp; Pay:
-Full time Salary $80,000-$110,000 USD
-Generous PTO policy
-Medical insurance employer subsidized
-Tuition reimbursement for additional coursework / CPA / EA licensure
-Dental Plan
-401K Contribution
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