JOB DETAILS

Job Function:

• Provide consulting, planning and compliance for High New Worth and Family Office clients
• Advisor to clients on tax services such as tax planning and tax research
• Prepare and review complex 1040’s, trusts and estates
• Oversee Family Limited Partnerships and flow through entities
• Manage day to day client needs
• Remain up to date on current tax practices and changes in law
• Coordinate with staff to adhere to budget and time constraints
• Supervise and review the completion of tax returns
• Coach and develop staff
• Provide tax research and communicate findings
• Direct work and ensure accountability

Job Requirements:

• CPA certification preferred
• Bachelor’s degree in Accounting with a Masters in Taxation preferred
• 2+ years of public accounting experience with at least 3+ in a supervisory role (for Manager and Above)
• Capable of managing multiple client engagements
• Technically proficient in tax software

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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