Tax Senior

About the role

This isn't just an entry-level position; it's for someone with significant experience looking for more control and impact. The role involves leading tax compliance and planning for complex flow-through entities, working closely with clients, and managing projects.

Responsibilities

• Lead tax compliance and planning for complex flow-through entities (partnerships, LLCs, etc.)
• Work closely with clients to identify tax issues and develop proactive planning strategies
• Manage project timelines, workflow, and review deliverables for accuracy and technical quality
• Coach and mentor junior staff, while contributing to internal firm growth initiatives
• Participate in developing new client relationships and expanding services with existing ones
• Research sophisticated tax matters and present findings in a practical, client-friendly way
• Collaborate across departments in a culture that prioritizes teamwork and integrity

Requirements

• Preferred: CPA license; Master's in Taxation a strong plus
• 2-5+ years of relevant tax experience
• Advanced knowledge of partnership taxation, flow-throughs, and compliance
• Experience with HNW Individuals and Real Estate clients
• Strong research and communication skills - especially the ability to translate complexity into business language
• Project management skills - you know how to juggle deadlines without dropping balls
• A team-first mindset, with a real interest in mentoring others and helping the firm grow

Qualifications

• Experience using firm tech tools to drive better client outcomes

Skills

• Technical expertise in tax compliance and planning
• Strategic advisory and mentorship skills
• Effective communication and presentation skills
• Project management and time management skills
• Mentoring and leadership qualities

Benefits

• Flexible remote or hybrid work schedule
• Competitive compensation package including base salary ($85,000 - $100,000+) and annual bonus (above market for the right person)
• Opportunities for career growth and advancement within a growing firm
• Team-first culture with a focus on integrity, excellence, teamwork, and diversity, equity, and inclusion (DEI)

Pay

$85,000 - $100,000+ base, plus annual bonus (above market for the right person)

Schedule

Flexible remote or hybrid work schedule