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Tax Senior

2 months ago

East Hanover, United States Tandym Group Full time

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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