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Tax Senior
2 months ago
A recognized CPA / consulting firm in New Jersey is currently seeking an experienced Tax professional for a great Senior-level opportunity with their Private Client Services (PCS) team. In this role, the Tax Senior will be responsible for focusing on tax business planning, advisory & compliance services for ultra-wealthy families as well as multi-general wealth planning.
Responsibilities:
The Tax Senior will:
Prepare intermediate to advanced level returns and reviews basic tax returns related to PCS clients
Address questions on technical accounting matters from team members and upper level client management
Perform a detailed review of team's workflow and monitors tasks to ensure they are assigned and completed on a timely basis
Manage multiple assignments inside an engagement
Communicate with Partner, Manager and/or Supervising Senior on work status and client issues that arise
Participate in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job
Identify opportunities to leverage staff including designing staffing structure of engagement
Lead small to medium sized assignments with finalized document and report requiring minimal change upon review
Perform other duties, as needed
Qualifications:
3+ years of relevant Tax work and industry experience serving HNW clients
Bachelor's Degree in Accounting, Taxation, and/or a related field
Experience working with High Net Worth clients
Advanced knowledge of applicable accounting software (e.g. ProSystem Engagement, Tax, etc.)
Microsoft Excel proficient
Solid analytical, mathematical, and research skills
Great interpersonal skills
Excellent communication skills (written and verbal)
Strong attention to detail
Highly organized
Desired Skills:
Master's Degree in Taxation
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