Tax Senior - High Net Worth

A company is looking for a Tax Senior - High Net Worth.

Key Responsibilities

Provide tax compliance and advisory services to High-Net-Worth Individuals, including multi-state filings and complex tax matters

Prepare complicated tax returns and assist in planning and scheduling client engagements

Demonstrate technical competency and meet time constraints while suggesting tax planning ideas to management

Required Qualifications

CPA certification or in progress

Minimum of 3 years of experience in public accounting with a focus on high-net-worth individual taxation

Bachelor's or Master's degree in accounting

Ability to handle sensitive situations and maintain confidentiality

Flexible and adaptable with strong organizational skills