Tax Professional

4 weeks ago


Newton, United States Jobot Full time
About the Role

We are seeking a highly skilled Tax Senior to join our team at Jobot. As a Tax Senior, you will be responsible for preparing and reviewing complex tax returns for individuals, partnerships, and corporations, ensuring compliance with federal, state, and local tax laws and regulations.

Key Responsibilities
  • Prepare and Review Tax Returns: Utilize CCH Axcess software to prepare and review complex tax returns for individuals, partnerships, and corporations, ensuring compliance with federal, state, and local tax laws and regulations.
  • Provide Exceptional Client Service: Manage and maintain relationships with high net worth (HNW) clients, providing exceptional client service and ensuring their tax needs are met.
  • Research and Analyze Tax Laws: Research and analyze tax laws, regulations, and court rulings to ensure accurate and up-to-date tax advice is provided to clients.
  • Collaborate with Team Members: Collaborate with team members to develop and implement tax planning strategies for clients, ensuring their tax needs are met.
  • Develop Junior Staff: Assist in the development of junior staff by providing mentoring, training, and technical guidance.
  • Participate in Business Development: Participate in business development initiatives, including networking events and client presentations.
Requirements
  • Education: Bachelor's degree in Accounting, Finance, or a related field. A Master's degree in Taxation or a related field is preferred.
  • Experience: Minimum of 2 years of experience in public accounting or a related field, with a focus on tax.
  • Skills: Proficiency in CCH Axcess or similar tax software is required. Experience working with partnerships and high net worth (HNW) clients is strongly preferred.
  • Certifications: Certified Public Accountant (CPA) or Enrolled Agent (EA) designation is preferred.


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