Tax Senior - High Net Worth/FWS

About the role

We are looking for a Tax Senior to join our High Net Worth (aka Family Wealth Services) practice group. This candidate will prepare and perform technical review on high-net-worth individuals, related family partnerships and trust tax returns to ensure compliance with state and federal tax regulations. Tasks will also include preparation of complex level tax returns, reviewing basic engagements, as well as calculating quarterly estimates and providing year-end tax planning. The Tax Senior is responsible for sustaining excellent customer relationships and supervising, motivating, and developing our tax associates to become future members of this industry group.

Responsibilities

• Performing tax, gift and estate compliance services to individuals, family limited partnerships and trusts
• Continuously expanding individual, gift, trust and estate tax knowledge, as well as overall professional development
• Perform technical reviews of individual tax returns
• Gather data from customer and/or third-party sources
• Perform basic tax research to support tax return positions
• Resolve all open items/issues encountered on assigned engagements
• Actively monitor engagement economics by managing budgets and seeking efficiencies
• Direct and control concurrent assignments to successful completion
• Develop and lead associates through engagements, delegate assignments and tasks when appropriate
• Provide honest, objective, and constructive feedback in timely manner to associates
• Collaborate to identify and sell opportunities among existing customers
• Serve as a mentor through active participation in firm committees, departmental matters, and events
• Active in recruiting new and experienced associates
• Other duties within the scope of the practice

Requirements

• Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax, preferred
• 2+ years of recent public accounting firm experience
• Experience working with individual tax returns
• Gift, trust, estate and family limited partnership tax experience, a plus
• Significant progress toward EA License or CPA certification, preferred
• Strong oral and written communication skills
• Effective analytical and problem-solving ability
• Strong time and work management skills

Benefits

• Generous time away and paid firm holidays, including the week between Christmas and New Year’s
• Flexible work schedules
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
• First-class health and wellness benefits, including wellness coaching and mental health counseling
• One-on-one professional coaching
• Leadership and career development programs
• Access to Beyond: a one-of-a-kind program with experiences that help expand life, personally and professionally

Ada Requirements

The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements

• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
• Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements

• Use written and oral communication skills
• Read and interpret data, information, and documents
• Observe and interpret situations
• Work under deadlines with frequent interruptions
• Interact with internal and external customers and others in the course of work