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Senior Tax Professional
2 months ago
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
- 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.
- Competitive salary: $100,000.00 - $200,000.00 per year
- 401(k) plan
- Health insurance
- Paid time off
Our office is located in Lakewood Ranch, FL 34202. We offer a great work environment and excellent opportunities for growth and development.