Tax Senior/Manager
6 days ago
Wealth Management Tax Firm Opportunity
We are seeking a dynamic and experienced Tax Senior/Manager to join our team in the Finance industry. This is a fantastic opportunity to become a part of our fast-paced, growing firm where you can showcase your extensive knowledge in tax planning and compliance.
Key Responsibilities:
- Manage and maintain relationships with clients while providing exceptional customer service.
- Review federal and state income tax returns for individuals, businesses, benefit funds, real estate, and exempt organizations.
- Prepare and review complex tax planning projections for individual and corporate estimated tax liability.
- Manage, direct, and monitor multiple client engagements as well as serve as a business advisor to the client.
- Identify, research, and assess various tax issues while also providing information to seniors and managers.
- Manage a team of tax professionals in a high-volume, fast-paced, deadline-driven environment.
- Develop and sustain excellent client relationships through personal attention and timeliness of service.
- Maintain ongoing communication with senior management to manage expectations, ensure satisfaction, and lead change efforts effectively.
Requirements:
- Bachelor's degree in Accounting or Finance.
- A Master's degree in Taxation is highly desirable.
- Certified Public Accountant (CPA) certification is required.
- Minimum of 3 years of experience in a public accounting firm or related experience.
- Proven experience with partnerships, S corps, Individual, Estate tax planning, and compliance.
About Us:
We're a wealth management firm with a strong culture that believes in taking care of its people and clients. We offer strong upward potential, great bonuses/year-over-year raises, and the potential to go up immensely in salary- year-to-date income in the next 3-4 years. Working with a top-notch team, with very strong resources.
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