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Senior Tax Accountant
3 months ago
We are currently searching for a Senior Tax Accountant to join our growing team
At our company, our team members are the heart of our firm. We deliver top-notch service to our clients because we are an inclusive, diverse, and innovative company that encourages individuals to pursue their personal goals while becoming exceptional professionals.
We seek individuals who thrive in a dynamic work environment and are committed to providing excellent service to our clients. We aim to support our employees in achieving their career aspirations while maintaining a healthy work-life balance.
Responsibilities:
- Preparation of detailed Federal and multi-state tax filings for various entities such as individuals, trusts, estates, non-profit organizations, and pass-through entities
- Completing gift tax filings in compliance with relevant regulations and guidelines
- Forecasting quarterly and annual tax estimates to help clients plan their finances effectively
- Organizing and preserving tax documentation for easy access and reference during audits or inquiries
- Issuing concise information requests to gather necessary data for accurate tax filings
- Addressing Federal, state, and local tax inquiries promptly and efficiently
- Investigating complex Federal, state, and occasionally international tax concerns to provide accurate and well-informed advice to clients
Basic Qualifications:
- Bachelor’s degree required in Accounting, Finance, or Taxation.
- CPA certification is a plus.
- Minimum of 3 years of experience.
- Proficiency in Microsoft Office Suite
- Experience working with high-net-worth or Family Office clients is a plus.
- Familiarity with GoSystem Tax RS is a plus.
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