Tax Senior Associate Private Client Services (PCS)
Job Location:
Stuart, FL - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investmentadvisoryaccording to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close caring supportiveclient relationships.
Growth requires talent so we continue toseekcapable dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team and we provide the support andthe resourcesto help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs owners working with high-net-worth individuals and those who are owners of small and mid-size businesses the heartbeat of our country. We are consultants influencers in ourcommunitiesas well as ourclientsand their finances. When we go home at night we knowwevemade something happenforour clients. If you want a career that is all about helping peopleyourethe kind of personwerelooking for. Please read on to discover if you could see yourself joining the HBKFamily.
QUALIFICATIONS
Bachelors Degree required.
2 years previous public accounting experience with a strong concentration in individual taxation.
Trust and Estate experience is a plus.
Successfulcandidateshould haveCPAor on a timeline of obtaining within a reasonable amount of time from date of hire.
Ability to research and resolve complex issues with minimal oversight.
Experience in planning and supervising. largerengagementprevioustax return preparation experience is required.
Solid research and writing skills excellent verbal communication and presentationskillsand the ability to interact with all levels of staff and clients.
A competent working knowledge of accounting auditing and tax software isrequired.
RESPONSIBILITIES
Responsible for preparing reviewing and/or executing assigned HNW Individuals tax returns and accounting/consulting projects working directly with Partners and Senior Managers.
Complete moderately complex projects accurately thoroughly and efficiently.
Supervising and leading members of our internal team to ensure client engagements and projects are deliveredin a timely manner.
Participate with more experienced personnel in coordinating large client engagements identification of problems tax law and computer model analysisand helping clients determine optimal strategies.
Continuallyparticipatein professional and personal development includingappropriate technicaltrainings.
Demonstrate leadership skills in support of all firm policies and procedures to promote teamwork and loyalty.
Promote and create positive client and team member impressions byexhibitingprofessional demeanor competence and ability.
BENEFITS WE OFFER:
Competitive Compensation.
Lucrative New Business & Employee Referral Bonuses.
Anniversary Bonus.
Open Paid-time-off policy.
We provide a flexible work environment to offer work/life balance.
401(k) plan with company match and profit sharing.
Medical dental and vision insurance.
Company Paid Life Insurance.
Affordable Short- & Long-Term Disability Insurance.
Affordable Accidental and Critical Illness Insurance.
9 Paid holidays.
Tuition Reimbursement.
Annual Performance Reviews.
And Much More
HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws.
This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training.
Please see the below link for Benefit details:
Required Experience:
Senior IC
About Company
At HBK, we're more than accountants – we're catalysts for financial growth. Experience the difference with our comprehensive solutions.
