Tax Senior Professional

1 day ago


East Hanover, New Jersey, United States Tandym Group Full time
Senior Tax Professional Opportunity

A leading CPA consulting firm in New Jersey is seeking an experienced Tax professional to join their Private Client Services (PCS) team as a Senior Tax Professional. In this role, you will be responsible for providing tax business planning, advisory, and compliance services to ultra-wealthy families and multi-generation wealth planning clients.

Key Responsibilities:
  • Prepare and review tax returns for PCS clients, including intermediate to advanced level returns.
  • Address technical accounting questions from team members and upper-level client management.
  • Monitor and manage workflow, ensuring timely completion of tasks and assignments.
  • Communicate with Partner, Manager, and Supervising Senior on work status and client issues.
  • Participate in planning and execution of client engagements in collaboration with the Manager and/or Partner.
  • Identify opportunities to leverage staff and design staffing structures for engagements.
  • Lead small to medium-sized assignments with minimal changes upon review.
Qualifications:
  • 3+ years of relevant Tax work and industry experience serving High Net Worth clients.
  • Bachelor's Degree in Accounting, Taxation, or a related field.
  • Experience working with High Net Worth clients.
  • Advanced knowledge of applicable accounting software.
  • Microsoft Excel proficiency.
  • Solid analytical, mathematical, and research skills.
  • Great interpersonal and communication skills.
  • Strong attention to detail and organizational skills.
Desired Skills:
  • Master's Degree in Taxation.


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