Senior Tax Consultant

2 weeks ago


Addison, Texas, United States Veritas Consulting Group Full time
Position Overview

A well-established family wealth advisory firm is seeking a Senior Tax Consultant with a minimum of 2 years of experience in Private Client Services or working with Ultra High Net Worth individuals. This role offers a unique blend of public accounting experience while providing a comprehensive approach to tax strategy and planning.

The tax division frequently collaborates with clients and partners with the wealth management experts to deliver year-round tax strategies aimed at optimizing long-term tax efficiency. This position also boasts a significantly reduced workload during tax season and throughout the year.

Compensation Package: The salary range is competitive, between $90,000 and $104,000, and includes comprehensive healthcare benefits for employees and their families, generous paid time off, and a supportive work environment.

Qualifications:

  • CPA certification or parts passed are mandatory.
  • A Bachelor's degree is required; a Master's degree in Accountancy is preferred.
  • Prior experience as a tax manager in a reputable CPA firm is essential.
  • A minimum of two years in public accounting with a focus on individual, trust, and small business tax returns is required.
  • Familiarity with the preparation of Forms 5471, 3520, 3520-A, 8865, and 8885 is advantageous.
  • Experience in state tax preparation is a plus.
  • Strong technical acumen and interpersonal skills are necessary.

What We Provide:

  • Flexibility to work from your preferred location, whether at home or in the office, except for mandatory client and departmental meetings.
  • A collaborative environment with positive team dynamics.
  • A healthy and supportive company culture.
  • Opportunities for career growth and professional advancement.
  • Autonomy in your role to foster innovation.
  • Access to professional development resources.
  • Meaningful work that contributes to client success.

We encourage qualified candidates to consider this opportunity for professional growth and contribution.

Salary: $90,000 - $104,000



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