Tax Senior

Tax Senior with a mid-sized financial planning and wealth management firm.

• Prepare and review a variety of tax returns including Individual, Partnership, C-Corp, S-Corp, and Trusts
• Prepare detailed projections on a quarterly and year-end basis
• Prepare and complete income allocation work papers
• Prepare and review tax payment and refund summaries
• Prepare calculation of book/tax differences
• Assist in developing business and investment strategies for an optimized after-tax return for a client
• Ensure that business and personal tax-return preparation meets all regulatory requirements
• Work with the Tax team to ensure compliance and best practices are being utilized
• Maintain and develop relationships with existing and new clients by providing exceptional client service and advice
• Seek opportunities for tax saving strategies for businesses including retirement plan contributions, QBI planning, etc.
• Conduct research on tax compliance issues at the state and federal levels

• Bachelor’s degree in Accounting required. Master’s degree a plus
• 3+ years of tax experience at a public accounting firm. Big 4 experience a plus
• CPA progress a plus
• Extensive knowledge of accounting methods and tax laws