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Tax Senior

2 months ago

Charlotte, United States CyberCoders Full time
We are one of the fastest growing wealth management firms in the country that specialize in providing financial services for High net worth individuals and families. We are looking for Tax seniors with applicable experience to join our team in our Tax division.

What this position entails:

Drive the tax return preparation process and estimates to produce timely, compliant tax returns.

Leverage staff and intern support through effective communication regarding workflow.

Assist managers with initial detail review of individual, trust, partnership, and multistate tax returns, quarterly reports, and other family office projects.

Proactively manage and organize the clients' relevant financial information, resulting in a complete and accurate family database.

Input all the tax information to prepare complex tax returns.

Use available information to prepare and review quarterly projections and tax estimates for the clients enabling effective tax and financial planning.

What's in it for you:

Competitive Salary and annual performance bonus

Great Benefits Package

Generous PTO and Summer Fridays

Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution

Modern, high-tech work environment

What You Need for this Position

Bachelor's degree in Account

CPA preferred

Ability to handle multiple client engagements

So, if you are an Tax Senior with applicable experience, please apply today or email me directly at devon.schmitt@cybercoders.com

Benefits

Applicants must be authorized to work in the U.S.