Senior Tax Planning Specialist

3 weeks ago


Farmingdale, New York, United States Hire Point Recruiting Full time

Job Title: Senior Tax Planning Specialist

About Us:

Hire Point Recruiting is a leading recruitment agency specializing in tax and accounting professionals.

Job Summary:

We are seeking an experienced Senior Tax Planning Specialist to join our team. The ideal candidate will have a strong background in tax planning and compliance for high net worth individuals, S-corporations, and pass-through entities.

Key Responsibilities:

  • Tax Planning: Manage tax planning, preparation, and compliance for HNWI, S-Corporations, and pass-through entities.
  • Strategic Advice: Provide strategic tax advice and financial planning for high-net-worth clients, ensuring efficient tax strategies.
  • Return Preparation: Oversee the preparation and review of complex individual and business tax returns (1040, 1120S, 1065, etc.).
  • Research and Compliance: Conduct research on complex tax issues and stay current with changing tax laws and regulations, ensuring compliance with all federal, state, and local tax laws.
  • Team Collaboration: Collaborate with internal teams and provide tax guidance to clients on mergers, acquisitions, and restructuring.
  • Tax Minimization: Identify opportunities for tax minimization strategies and ensure proactive planning for clients.
  • Mentorship: Mentor and guide junior staff on tax-related matters, reviewing their work and ensuring accuracy.

Qualifications:

  • CPA Required: Certified Public Accountant (CPA) certification required.
  • Experience: Minimum 6 years of tax experience, with a focus on HNWI, S-Corps, and pass-through entities.
  • Knowledge: Strong knowledge of federal and state tax regulations.
  • Software Proficiency: Experience with tax preparation and planning software (e.g., UltraTax, CCH, ProSystems) and MS Office.
  • Skills: Excellent analytical, communication, and organizational skills, with the ability to work independently and manage multiple priorities in a fast-paced environment.

Benefits:

  • Salary: $120,000 - $150,000 per year, depending on experience.
  • Performance-Based Bonuses: Competitive performance-based bonuses.
  • Health Insurance: Comprehensive health, dental, and vision insurance.
  • Retirement Plan: Retirement plan with company match.
  • Continuing Education: Opportunities for career growth and continuing education.


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