Tax Staff/Senior


Job description:

We are seeking a Tax Staff/Senior to manage tax compliance and advisory services for high-net-worth clients. This role involves preparing and reviewing complex individual tax returns, providing strategic tax planning, and working closely with senior leadership to deliver high-quality client service.

Responsibilities:

  • Prepare and review complex individual tax returns for HNW clients.
  • Provide strategic tax planning and advisory services.
  • Ensure compliance with federal and state tax regulations.
  • Build and maintain strong client relationships.
  • Collaborate with internal teams to deliver comprehensive financial solutions.

Qualifications:

Requirements:

  • Bachelors degree in Accounting; CPA preferred.
  • 2+ years of experience in tax compliance and advisory for HNW clients.
  • Strong knowledge of federal and state tax regulations.
  • Excellent analytical, communication, and problem-solving skills.
  • Ability to manage multiple projects in a fast-paced environment.

Why is This a Great Opportunity:

This role offers the chance to work with high-net-worth clients, developing tailored tax strategies while collaborating with experienced professionals. The position provides strong compensation, a hybrid work schedule, and opportunities for long-term career growth in a respected CPA firm.