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Monotelo Advisors is seeking a highly motivated and experienced Senior Tax Advisor to oversee the preparation of personal tax and estate returns, review individual income and estate tax returns, and delegate work to qualified team members.
Key Responsibilities:- Oversee personal tax and estate return preparation
- Review individual income tax returns
- Review individual estate tax returns
- Delegate work to qualified team members
- Oversee the personal tax division
- Communicate and develop relationships with clients
- Desire to learn and grow
- Strong analytical and oral communication skills
- Capacity to self-direct and take initiative
- Experience in tax preparation
- Ability to multitask and meet deadlines
- Ability to manage and train employees
- CPA Designation
- Bachelor's degree in Finance/Accounting
- Enrolled Agent with 10 years of tax experience
This is a remote position that offers a dynamic and challenging work environment.