Senior Tax Accountant

4 weeks ago


Fort Worth, Texas, United States Thomas Edwards Group Full time
Job DescriptionAs a Senior Tax Accountant at Thomas Edwards Group, you will play a key role in ensuring the timely and accurate submission of clients' tax returns and other tax filings. You will assist with client tax planning, research, compliance, and projections, leveraging your strong communication skills and broad knowledge of taxation. The tax team currently processes income tax issues for all service lines of the Family Office, and you will drive the process for new entity formation, state registrations, and Secretary of State filings to maintain each entity in good standing.

Requirements
Minimum of 2 years' experience as a Tax Accountant in public accounting, a family office, private equity, or financial services industry
Bachelor's degree in accounting, or finance with accounting experience
Experience developing tax strategy, understanding the impacts, and the transactional tax implications
Tax experience with a focus on high net-worth clients and their closely held businesses
Excellent writing, communication, and process management
Strong understanding of domestic and international tax code and regulations; tax compliance; and tax issues
Strong tax research skills

Principal Responsibilities
Assist with tax filing deadlines to ensure timely and accurate filings, reports, and obligations for all client activities
Develop and support clients' tax planning opportunities, including both income and gift and estate tax planning
Review individual, business (C-Corp, S-Corp, and Partnership), and fiduciary income tax returns and gift tax returns
Assist with the preparation of quarterly tax estimates for individuals and businesses
Assist with the formation of new business entities as required
Tax planning support surrounding mergers, acquisitions, dispositions, and joint ventures
Coordinate with investment managers, attorneys, agents, managers, etc. as needed
Identify and communicate tax matters to manager and tax director.
Build relationships with third party tax advisors and staff
Assist with Ad-hoc reporting or special projects as necessary
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