JOB DETAILS

Job Function:

• Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities
• Review gift tax returns
• Review quarterly and year-end tax projections
• Review tax workpapers
• Deliver clear requests for information via phone or email directly to clients
• Research Federal, state, and cross-border tax issues
• Strategize with partners and the client engagement teams on tax planning
• Work closely with the management team to mentor, train, and supervise staff

Job Requirements:

• Minimum degree required: Bachelor’s degree
• CPA+
• Required field of study: Accounting, Finance and/or Taxation
• Minimum years of experience: 3+
• Recent or current experience servicing High Net Worth and/or Family Office clients
• Managerial experience with staff and clients
• Proficient with use of GoSystem Tax RS is a plus

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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