Tax Senior
4 weeks ago
Mazars USA is seeking an experienced Tax Senior to join our Private Client Services (PCS) Tax team. As a Tax Senior, you will play a key role in providing sophisticated tax planning, consulting, and compliance services to high-net-worth individuals, closely held business owners, and their families.
Key Responsibilities:- Prepare and review high-net worth and ultra-high net worth individual (1040) income tax returns, gift tax returns (709), trusts/estates (1041), private foundations (990-PF), and entity returns (1065/1120S)
- Collaborate with tax staff to achieve goals, maintain productivity, and maximize utilization and realization
- Review the work product of less experienced tax staff and follow up on open assignments
- Keep supervisor informed of engagement progress and address material issues
- Conduct tax research using RIA Checkpoint, BNA Bloomberg, and other applicable platforms
- Communicate with clients and authorities on their behalf
- Develop and maintain superior client relationships in the PCS client niche
- 3+ years of relevant tax experience at a CPA firm, professional services firm, tax consulting practice, or family office practice
- Bachelor of Science degree in Accounting or a Business-related field of study
- CPA license, EA certification, or pursuit of either designation preferred
- Experience working with family-owned businesses, high net worth individuals, and related wealth transfer issues
- Proficient with Microsoft Office Suite tools and preferred working knowledge of CCH Axcess, CCH Access Workflow (XCM), SurePrep, BNA Income Tax Planner, and other tax preparation, workflow, and research software programs
- Excellent interpersonal and communication skills, analytical and organizational skills, and ability to travel to client locations as needed
- We offer a generous compensation package with discretionary bonus opportunities, paid time off, and a 401K plan with a firm matching contribution
- The salary range for this role takes into account many factors, including years and type of experience, skill sets, and certifications
- We are committed to diversity, work/life balance, and ESG (environmental, social, and governance) priorities
- We offer a wide range of mentoring, training, and professional development opportunities to support your growth
- We offer graduate school support, tuition reimbursement, and international rotation opportunities
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