Tax Senior - Financial Services

Overview : The Tax Senior will provide tax services and advice to diverse clients. This individual will work closely with clients to ensure compliance with tax regulations, identify potential tax savings, and provide guidance on tax planning strategies.

The Tax Senior will also supervise and coordinate the work of junior tax professionals and will be responsible for delivering high-quality work-product within tight deadlines.

Key Responsibilities

• Prepare and review tax returns for individual, S Corporations, Partnerships, C Corporations, High-Net-Worth Individuals, Trusts and Estates
• Conduct tax research and analysis to identify tax issues and provide effective solutions
• Develop and maintain strong relationships with clients, providing exceptional customer service and serving as a trusted advisor- Provide tax planning and consulting services to clients to minimize tax liability and optimize financial outcomes
• Supervise and coordinate the work of junior tax professionals, providing guidance and support as needed- Monitor and ensure compliance with tax deadlines and regulations
• Manage tax budgets and work to improve efficiency and cost-effectiveness of tax services
• Ensure high-quality work-product is delivered to clients, adhering to company standards and industry best practices

Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• Minimum of 5 years of experience in tax preparation and planning- CPA designation or Enrolled Agent (EA) certification preferred
• Extensive knowledge of tax regulations and laws for individual and business entities
• Experience working with high-net-worth individuals, trusts, and estates
• Strong understanding of complex tax accounting and research methodologies
• Ability to supervise and mentor junior tax professionals
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships
• Strong organizational and time management skills, with the ability to meet tight deadlines and manage multiple projects simultaneously- Proficiency in tax software and Microsoft Office Suite
• Attention to detail and commitment to delivering high-quality work-product.

Benefits

• 8 Paid Holidays ; 20+ Days PTO
• Paid Dental, Medical and Vision benefits
• 401K Match
• 40 - 50 hours annually

Email Your Resume In Word To

Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also :

[email protected]

Please do NOT change the email subject line in any way. You must keep the JobID : linkedin : KG3-1812597L422 in the email subject line for your application to be considered.

Kenny Greene - Lead Recruiter

Applicants must be authorized to work in the U.S.

This job was first posted by CyberCoders on 07 / 27 / 2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law.

CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act.

CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities.

If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

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