Senior Tax Accountant
4 weeks ago
At LHH, we are seeking a highly skilled Tax and Estate Planning Professional to join our team. As a key member of our financial solutions team, you will play a pivotal role in delivering comprehensive financial guidance to our clients.
Key Responsibilities:
Tax Planning:
- Develop and implement tax-efficient strategies for clients to minimize tax liabilities.
- Analyze clients' financial situations to identify opportunities for tax optimization.
- Stay up-to-date with current tax laws and regulations to ensure compliance and provide expert advice.
Estate Planning:
- Assist clients in creating and executing estate plans to preserve and protect wealth for future generations.
- Collaborate with clients and legal advisors to establish wills, trusts, and other estate planning instruments.
- Offer guidance on gift and inheritance tax strategies.
Tax Return Preparation:
- Prepare and review tax returns for individuals, closely held LLCs, and corporations.
- Ensure accuracy, compliance, and timeliness of all tax filings.
- Resolve any tax-related issues and inquiries from clients and government authorities.
Client Consultation:
- Maintain strong relationships with clients and provide ongoing financial guidance.
- Offer tax and financial advice tailored to individual client needs.
- Act as a trusted advisor for clients in all tax and estate matters.
Documentation and Compliance:
- Maintain organized and up-to-date records of client financial data and tax-related documents.
- Ensure adherence to all relevant tax regulations and report any changes to clients promptly.
- Conduct internal audits and quality control checks to guarantee accuracy and compliance.
Qualifications:
- Certified Public Accountant (CPA) designation is required.
- Approximately 4 years of experience in tax and estate planning, and tax return preparation.
- Proficiency in tax planning and compliance, with a strong understanding of tax laws and regulations.
- Familiarity with tax software and financial planning tools.
- Excellent communication and interpersonal skills to build and maintain client relationships.
- Strong analytical and problem-solving abilities.
- Detail-oriented with a commitment to accuracy and compliance.
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