Senior Tax Advisor

Responsibilities

• Serves as a tax resource for the firm’s client base.
• Participates, sometimes leading, client meetings with advisors.
• Serves as an internal firm expert on tax planning, including staying current on tax law/code changes and their applicability to client situations.
• Provides direct client service both individually and collaboratively and may rely on technical specialists from multiple functional areas to develop customized recommendations.
• As an individual contributor, has responsibility for the preparation, review, and completion of individual and trust tax returns and tax projections.
• Responsible for ensuring that all tax-related research and data gathering is complete, and presentation materials are prepared in a timely fashion for clients and prospects.
• Works within a defined technology system where client contact is made on a proactive basis.
• Assists in preparing agendas, organizing plans, presenting to tax clients and prospects, anticipating and scheduling tax-related meetings, and providing appropriate follow-up.
• May assist with small business tax work, including S Corporation and partnership tax returns.

Requirements

• A bachelor’s degree, with a major in accounting or finance
• Certified Public Accounting (CPA) designation required
• 10+ years of experience in providing individual and trust tax services
• Proficiency with tax software solutions
• Strong acumen with MS Office tools

Skills

• Developed set of communications skills
• Strong organizational skills and detail-oriented
• Possesses a demonstrated ability to foster and maintain deep, long-term, respectful, and productive relationships with clients and Sequoia team members
• Maintains strict standards of confidentiality, as well as the highest ethical and fiduciary standards of due care and concern for the client, our team members, and our firm
• Strong communicator and collaborative team player who builds productive relationships with clients and colleagues alike