We are looking for a Tax Senior to join our High Net Worth (aka Family Wealth Services) practice group. Tis candidate will prepare and perform technical review on high-net-worth individuals, related family partnerships and trust tax returns to ensure compliance with state and federal tax regulations. Tasks will also include preparation of complex level tax returns, reviewing basic engagements, as well as calculating quarterly estimates and providing year-end tax planning. The Tax Senior is responsible for sustaining excellent customer relationships and supervising, motivating, and developing our tax associates to become future members of this industry group.
Performing tax, gift and estate compliance services to individuals, family limited partnerships and trusts
Continuously expanding individual, gift, trust and estate tax knowledge, as well as overall professional development
Perform technical reviews of individual tax returns
Gather data from customer and/or third-party sources
Perform basic tax research to support tax return positions
Resolve all open items/issues encountered on assigned engagements
Actively monitor engagement economics by managing budgets and seeking efficiencies
Direct and control concurrent assignments to successful completion
Develop and lead associates through engagements, delegate assignments and tasks when appropriate
Provide honest, objective, and constructive feedback in timely manner to associates
Collaborate to identify and sell opportunities among existing customers
Serve as a mentor through active participation in firm committees, departmental matters, and events
Active in recruiting new and experienced associates
Other duties within the scope of the practice
Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax, preferred
2+ years of recent public accounting firm experience
Experience working with individual tax returns
Gift, trust, estate and family limited partnership tax experience, a plus
Significant progress toward EA License or CPA certification, preferred
Strong oral and written communication skills
Effective analytical and problem-solving ability
Strong time and work management skills
