Tax Professional with Expertise in Lifetime Tax Planning

7 days ago


Addison, Texas, United States Veritas Consulting Group Full time

Award-winning financial planning company seeks Tax Senior with 2+ years of experience in public accounting and working with UHNW families.

Overview

Veritas Consulting Group offers a unique opportunity for tax professionals to combine their expertise with a lifetime approach to tax planning. The tax team collaborates with the wealth management team to optimize tax mitigation strategies.

This role requires strong technical skills, including experience with Forms 5471, 3520, 3520-A, 8865, and 8885. State tax preparation experience is also preferred.

Salary and Benefits

The salary for this position is $90-104K, which includes free healthcare benefits, generous PTO, and a positive company culture.

Job Description

The Tax Senior will be responsible for performing year-round tax planning to optimize life-long tax mitigation. This includes consulting with clients and collaborating with the wealth management team.

Requirements
  • CPA or parts passed license required.
  • Bachelor's degree required; Master's degree in Accountancy preferred.
  • Experience as a tax manager at a reputable CPA firm is required.
  • Two or more years of public accounting experience with a focus on individual, trust, and small business returns.
Benefits and Advancement Opportunities
  • Flexibility to work from home or the office.
  • Collaborative and positive teammates.
  • Non-toxic company culture.
  • Career development and advancement opportunities.


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