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Senior Tax Professional

2 months ago


Bradenton, United States Steiner Wealth Management Full time
Job Title: Senior/Partner Tax CPA

We are seeking a highly skilled and experienced Senior/Partner Tax CPA to join our team at Steiner Wealth Management.

Job Summary:

The ideal candidate will have a strong background in tax planning and preparation, with a focus on individual and small business tax returns. They will also possess excellent analytical, reasoning, collaboration, and communication skills.

Key Responsibilities:
  • Prepare individual and small business tax returns
  • Develop and implement tax planning strategies for high net worth individuals and businesses
  • Provide accounting and consulting services to individuals, partnerships, trusts, and corporations
  • Build and manage client relationships
  • Collaborate with colleagues to ensure seamless delivery of tax services
Requirements:
  • 5+ years of experience in tax planning and preparation
  • CPA license
  • Strong analytical, reasoning, collaboration, and communication skills
  • Familiarity with HNW tax planning concepts such as ILITs, GRATs, CRUTs, etc.
What We Offer:
  • Competitive salary: $100,000.00 - $200,000.00 per year
  • 401(k) plan
  • Health insurance
  • Paid time off
Work Environment:

Our office is located in Lakewood Ranch, FL 34202. We offer a great work environment and excellent opportunities for growth and development.