Sr. Tax Relation Accountant

About the role

This client relations position is ideal for someone with experience preparing tax returns for at least the last two tax seasons for a single or multi-family office and who has the ambition to further their career. We are seeking an individual with excellent verbal, written, and client communication skills, along with a positive, can-do attitude.

Responsibilities

• Cook up, prepare, and administer tax services and communications for significant clients and family offices.
• Work directly with clients in a professional and client-facing role.
• Provide effective feedback to senior tax staff and clients on engagement requests.
• Aid with research and project updates.
• Prepare tax returns for individuals, family offices, and high-net-worth clients.
• Support client relations and communication throughout the engagement process.
• Adapt quickly to new technology, software, and internal processes.
• Maintain strong attention to detail and efficiency in all assigned work.
• Work independently and as part of a team.
• Lead, motivate, manage, and mentor staff when needed.

Qualifications

• Minimum of 2+ years of quality tax preparation experience, preferably in family office or public accounting.
• CPA Designation Is Preferred But Not Required.
• Bachelor’s degree in accounting preferred. A Master of Science in Taxation is ideal.
• Experience preparing business and corporate tax returns, in addition to individual tax returns, is a plus.
• Family Office And High-net-worth Experience Is Preferred.
• Ability to work independently and as part of a team.
• Ability to lead, motivate, manage, and mentor staff.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Strong interpersonal skills to effectively interact with clients, peers, and other contacts.
• Sound technical skills, business judgment, and client satisfaction judgment.
• Above-average proficiency in Excel and Word.
• GoSystem experience is a plus.