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Senior Tax Associate

1 month ago

Westport, United States Phaxis Full time
Position Summary:
We are looking for a Tax Senior to play a crucial role in the tax function for high-net-worth individuals and their family entities. The Tax Senior will work closely with the Tax Managers ensuring timely and accurate tax filings, tax projections and best in class planning. Candidates who have experience with a wide range of tax returns, have excellent analytical skills, enjoy managing small projects and collaborating with multiple teams will excel in this fast-paced and unique role.
Day-to-day responsibilities would include a combination of the following:
  • Detailed review of Tax Returns and projections, including trusts, individuals, non-profits, investment partnerships and operating businesses
  • Prepare file memos supporting tax positions
  • Collaborating with internal teams on various strategies and liaising with outside providers
  • Providing leverage and support for Tax Director and Tax Managers
  • Drafting notice responses to Federal and State taxing authorities
  • Reviewing the performance of outside providers as part of the larger team, and being vocal on recommendations and escalations
  • Working on special projects as needed


pply for this role if you have:
  • Excellent communication skills
  • high-level of organization and attention to detail
  • Are proactive and can work independently
  • Forward thinking mentality and open-minded, with an eye for efficiency
  • Multi-tasker mentality, with an emphasis on prioritization
  • Team player

Qualifications:
  • At least 2 Years minimum working at a public accounting firm, family office, or adjacent exposure law firm
  • Bachelor's degree in accounting or related field
  • CPA Certification preferred
  • Exposure to a variety of tax returns
  • Strong organizational skills and attention to detail
  • Ability to work in a fast-paced, challenging, and collaborative environment