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Tax Senior Professional
2 months ago
A leading CPA consulting firm in New Jersey is seeking an experienced Tax Senior to join their Private Client Services (PCS) team. In this role, the Tax Senior will focus on tax business planning, advisory, and compliance services for ultra-wealthy families and multi-generational wealth planning.
Key Responsibilities:- Prepare intermediate to advanced level tax returns and review basic tax returns for PCS clients.
- Address technical accounting questions from team members and upper-level client management.
- Monitor team workflow and ensure timely completion of tasks.
- Manage multiple assignments within an engagement.
- Communicate with Partner, Manager, and/or Supervising Senior on work status and client issues.
- Participate in planning and execution of client engagements with the Manager and/or Partner.
- Identify opportunities to leverage staff and design staffing structures for engagements.
- Lead small to medium-sized assignments with minimal changes upon review.
- 3+ years of relevant Tax work and industry experience serving High Net Worth clients.
- Bachelor's Degree in Accounting, Taxation, or a related field.
- Experience working with High Net Worth clients.
- Advanced knowledge of applicable accounting software.
- Microsoft Excel proficiency.
- Solid analytical, mathematical, and research skills.
- Great interpersonal skills.
- Excellent communication skills (written and verbal).
- Strong attention to detail.
- Highly organized.
- Master's Degree in Taxation.