Tax Senior Consultant

2 weeks ago


Westport, Connecticut, United States Phaxis Full time
Position Overview:
Phaxis is seeking a Tax Senior Consultant to significantly contribute to the tax operations for affluent individuals and their associated family entities. The Tax Senior Consultant will collaborate closely with Tax Managers to ensure precise and timely tax submissions, projections, and exemplary planning strategies. Candidates with diverse experience in handling various tax returns, strong analytical capabilities, and a passion for managing small-scale projects while working with multiple teams will thrive in this dynamic and distinctive position.
Key Responsibilities:
  • Comprehensive examination of Tax Returns and projections, encompassing trusts, individuals, non-profit organizations, investment partnerships, and operational businesses
  • Drafting file memos that substantiate tax positions
  • Engaging with internal teams on diverse strategies and coordinating with external providers
  • Offering support and assistance to the Tax Director and Tax Managers
  • Composing responses to inquiries from Federal and State tax authorities
  • Evaluating the performance of external providers as part of the broader team, and providing insights on recommendations and escalations
  • Participating in special projects as required
Ideal Candidate Profile:
  • Exceptional communication abilities
  • High level of organization and meticulous attention to detail
  • Proactive approach with the ability to work autonomously
  • Innovative mindset with a focus on efficiency
  • Capacity to manage multiple tasks with a strong emphasis on prioritization
  • Collaborative team player
Required Qualifications:
  • Minimum of 2 years of experience in a public accounting firm, family office, or a related legal firm
  • Bachelor's degree in accounting or a related discipline
  • CPA Certification is preferred
  • Familiarity with a variety of tax returns
  • Strong organizational skills and attention to detail
  • Ability to thrive in a fast-paced, challenging, and collaborative environment


  • Westport, Connecticut, United States Megawatt Recruitment Inc. Full time

    Megawatt Recruitment Overview:Megawatt Recruitment is a dedicated recruitment agency that collaborates with prominent US and international organizations to secure exceptional talent for positions in Renewable Energy, Carbon Capture, and associated sectors.Employer Overview:Become part of a specialized infrastructure private equity firm that operates...


  • Westport, Connecticut, United States Cumming Group Full time

    Job SummaryCumming Group is seeking a highly skilled Senior Payroll Accountant to join our team in Westport, CT. As a key member of our Payroll team, you will be responsible for ensuring the accuracy and completeness of payroll processing, account reconciliations, and financial reporting.Key ResponsibilitiesFinancial Close Support: Assist with the monthly...


  • Westport, Connecticut, United States Claire Myers Consulting Full time

    About Claire Myers ConsultingClaire Myers Consulting is a boutique wealth management firm dedicated to empowering individuals and families to achieve their financial goals. Our mission is to provide comprehensive financial planning, investment advisory solutions, and education funding strategies to help our clients navigate their financial journey and...


  • Westport, Connecticut, United States Lead Advisor Full time

    Lead Advisor, LLC is a premier consulting and recruitment firm specializing in wealth management. This opportunity is for one of our esteemed clients. Explore additional wealth management roles at our platform.Our client, a distinguished wealth management and advisory practice, is seeking a Financial Planning Associate to uphold their commitment to...


  • Westport, Connecticut, United States Lead Advisor Full time

    Company Overview: Lead Advisor, LLC is a distinguished consulting firm specializing in wealth management and advisory services. This position is associated with one of our esteemed clients. Position Summary: Our client, recognized for excellence in wealth management and financial planning, is seeking a Paraplanner to enhance their commitment to providing...


  • Westport, Connecticut, United States Lead Advisor Full time

    Lead Advisor, LLC is a premier consulting and recruitment firm specializing in wealth management. This opportunity is for one of our esteemed clients. Explore additional wealth management roles at our platform.Our client, a distinguished wealth management and advisory practice, is seeking a Financial Planning Associate to uphold their commitment to...


  • Westport, United States Cumming Group Full time

    At Cumming Group, you will work on some of the world's most exciting projects in a dynamic environment where your success is measured by the impact you make. We are one of the fastest-growing project and cost management consultancies in the United States, as reflected in our top 20 rankings in ENR. With over 50 offices globally, an extremely diverse project...


  • Westport, United States Cumming Group Full time

    Overview: At Cumming Group, you will work on some of the world's most exciting projects in a dynamic environment where your success is measured by the impact you make. We are one of the fastest-growing project and cost management consultancies in the United States, as reflected in our top 20 rankings in both ENR and Building Design + Construction. With over...

  • Payroll Specialist

    2 weeks ago


    Westport, United States Maplewood Senior Living LLC Full time

    Essential Functions: ·       Process weekly and bi- weekly multi-site payroll, including validation of employee changes, garnishments, benefit elections, taxes and submission of positive pay to all Maplewood Senior Living and Inspir associates. ·       Generate and review of payroll reports to ensure accuracy and completeness of payroll,...


  • Westport, United States Vaco Full time

    Join this growing company and you will work on some of the world's most exciting projects in a dynamic environment where your success is measured by the impact you make. Our client company is one of the fastest-growing project and cost management consultancies in the US. The ideal candidate will have at least 4 years experience in hands on payroll processing...

  • Paraplanner

    1 month ago


    Westport, United States Lead Advisor Full time

    Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.comOur client, an award-winning wealth management and planning practice in Westport, is hiring a Paraplanner to continue to deliver first class service to their clients.The ideal candidate...

  • Paraplanner

    1 month ago


    Westport, United States Lead Advisor Full time

    Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.com Our client, an award-winning wealth management and planning practice in Westport, is hiring a Paraplanner to continue to deliver first class service to their clients. The ideal...

  • Paraplanner

    1 month ago


    Westport, United States Lead Advisor Full time

    Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.comOur client, an award-winning wealth management and planning practice in Westport, is hiring a Paraplanner to continue to deliver first class service to their clients.The ideal candidate...

  • Paraplanner

    4 weeks ago


    Westport, United States Lead Advisor Full time

    Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.com Our client, an award-winning wealth management and planning practice in Westport, is hiring a Paraplanner to continue to deliver first class service to their clients. The ideal...


  • Westport, United States Dynata Full time

    Build high performing teams by developing, mentoring, and retaining engaged, high performing staff to support programming and corporate strategic objectives. This position will specifically work with consulting clients and provide high touch communication. Overall Objectives Effectively utilize all your resources to ensure success of the POD...


  • Westport, United States Coda Search│Staffing Full time

    About the Company: $3+ billion-dollar asset management firm (investment partnerships, mutual fund, separately managed accounts, alternative and exchange traded funds) seeks an experienced Senior Accounting Associate. The ideal candidate will assist the finance/operations team in all areas relating to fund accounting, tax and financial reporting. ...

  • Payroll Accountant

    3 weeks ago


    Westport, United States Complete Staffing Inc Full time

    Payroll Accountant A reputable construction project management and cost consulting firm in Westport, CT is seeking a skilled Payroll Accountant to join their tight knit Payroll team. The ideal candidate will have 3-5 years of experience in hands on payroll processing and account reconciliations. This is an exceptional opportunity for a motivated individual...

  • Payroll Accountant

    4 weeks ago


    Westport, United States Complete Staffing Inc Full time

    Payroll Accountant A reputable construction project management and cost consulting firm in Westport, CT is seeking a skilled Payroll Accountant to join their tight knit Payroll team. The ideal candidate will have 3-5 years of experience in hands on payroll processing and account reconciliations. This is an exceptional opportunity for a motivated individual...

  • Payroll Accountant

    1 week ago


    Westport, United States Complete Staffing Full time

    Payroll Accountant A reputable construction project management and cost consulting firm in Westport, CT is seeking a skilled Payroll Accountant to join their tight knit Payroll team. The ideal candidate will have 3-5 years of experience in hands on payroll processing and account reconciliations. This is an exceptional opportunity for a motivated individual...


  • Westport, United States Ralco Electric Full time

    SPARK YOUR CAREER as a Project Development Specialist focusing on business operations, to achieve company goals by joining RALCO Electric, Inc. in Westport, MA. RALCO Electric, Inc. is a full-service electrical company that has been in business for over 35 years and has built a solid reputation as a leader in the electrical industry in Massachusetts and...

  • Payroll Accountant

    1 week ago


    Westport, United States Complete Staffing Inc Full time

    Payroll Accountant Interested in this role You can find all the relevant information in the description below. A reputable construction project management and cost consulting firm in Westport, CT is seeking a skilled Payroll Accountant to join their tight knit Payroll team. The ideal candidate will have 3-5 years of experience in hands on payroll processing...


  • Westport, United States NEOS Investments Full time

    NEOS Investments, LLC is seeking a highly motivated Internal Investment Sales Specialist to serve as a vital part of an experienced team of investment professionals. The Internal Investment Sales Specialist will be responsible for the development and management of lasting relationships with financial advisors at wire houses, independent broker dealers and...

  • Associate Attorney

    2 months ago


    Westport, United States Needle | Cuda: Divorce and Family Law Full time

    Job DescriptionJob DescriptionWe are looking for an experienced Associate Attorney to join our team! You will work directly with our Managing Partner to support the litigation of high-net-worth divorce matters--including complex property and asset division and contested child custody. And, over time you will work independently to develop your own...