Position Summary:
We are seeking a detail-oriented and experienced Tax Senior / Tax Manager with an Enrolled Agent (EA) or CPA designation to join our growing team. This role is ideal for someone who thrives in a small firm environment enjoys client interaction and is passionate about tax planning and compliance.
Key Responsibilities:
- Prepare and review HNW individual trust and estate tax returns and experience in business (S-Corp C-Corp Partnership).
- Conduct tax research and provide strategic tax planning for clients
- Communicate directly with clients and financial advisors to gather information explain tax concepts and deliver results
- Assist with IRS and state tax notices and audits
- Mentor junior staff and contribute to team development
- Work on-site during the first year with potential flexibility in subsequent years.
- Collaborate with all team members and financial advisors on complex tax matters and client engagements
Qualifications:
- Active Enrolled Agent (EA) or CPA
- 5 years of recent experience in public accounting or tax-focused firm
- Experience with high-net-worth individuals and small business clients or business and estate/trust taxation.
- Strong knowledge of federal and state tax laws and regulations
- Experience in tax software (e.g. UltraTax) and Microsoft Office Suite
- Excellent communication and client service skills
- Ability to manage multiple priorities and meet deadlines
Salary and Benefits:
- Competitive salary based on experience
- Full coverage of an excellent medical insurance plan.
- Short term disability and life insurance after 90 days.
- Generous paid-time off.