Senior Tax Associate
2 weeks ago
Biltmore Executive Group is seeking a seasoned Senior Associate to join our team of experienced professionals in wealth management. The ideal candidate will have a strong background in tax management and a minimum of 3 years' experience working with high-net-worth individuals.
The successful candidate will be responsible for managing relationships with our clients, a significant portion of which are business owners. Key duties include:
Relationship management
Liaison between the firm and clients
Expertise in a variety of returns, including 1040, 1120, 1120S, 1065, and 1041
Requirements
Bachelor's degree in Accounting, Finance, or Economics
Enrolled Agent or CPA required
3+ years of experience with 1040, 1120S, and 1065 returns
Strong technology proficiency
Experience with data input of personal and business returns
Excellent communication skills
Willingness to grow and be flexible
Forward-thinking and cheerful outlook
Compensation is based on experience.
Mandarin, Cantonese, or Spanish speaking skills are a plus.
Experience with CCH software is also a plus.
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