Tax Senior Consultant
2 weeks ago
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
- 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
- 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
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