Job Description
Job Description
Our client, a specialized advisory firm offering comprehensive financial, tax, and reporting services to high-net-worth clients, is looking for a Tax Senior Associate. This person will work closely with entrepreneurial individuals and families to navigate complex wealth and financial structures.
Responsibilities
- Deliver comprehensive tax preparation and advisory services for a range of clients, including individuals, fiduciaries, partnerships, and nonprofit organizations.
- Mentor and support junior team members and seasonal staff in their professional development.
- Recognize and propose effective tax planning and advisory strategies.
- Escalate complex or unusual tax matters to senior leadership when appropriate.
- Manage advanced accounting and tax-related assignments requiring sound technical judgment.
- Stay informed of current tax legislation, compliance requirements, and industry best practices.
Qualifications & Key Attributes
Bachelor's degree in Accounting required; a Master's in Taxation is highly advantageous.Minimum of three years' experience in tax compliance involving individuals, trusts, partnerships, and nonprofit entities.Skilled in the use of leading tax preparation and research tools, along with advanced Microsoft Excel proficiency.Strong analytical thinking and creative problem-solving abilities.Excellent organizational habits with keen attention to accuracy and deadlines.Clear and professional written and verbal communication skills.Motivated, collaborative, and eager to grow within a dynamic firm environment.