Senior Tax Accountant (Finance)

Job Description
We are seeking a Tax Accountant who loves people as much as they love taxes. They’re focused on relationship building with quality clients. Interested in a real career growth opportunity?

Prepare and review federal and multi-state tax returns including 1040,1065, 1120, 1120S, and 990
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Verify the accuracy and completeness of workpapers, documentation, and tax filings prior to submission
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Develop and implement tax strategies to minimize tax liabilities while ensuring compliance with relevant laws and regulations
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Analyze financial data to identify areas for improvement and cost-saving opportunities
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Collaborate with tax, wealth management and operations teams to support seamless client service
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Train and mentor junior staff on tax compliance and processes as needs arise
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Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
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Exceptional organization in managing time with a strong attention to detail while having the ability to prioritize multiple projects simultaneously and meet strict deadlines
CPA or EA, preferred
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Bachelor’s degree in related field, preferred
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Minimum of 3 years’ tax experience, preferred
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Experience with HNW clients, pass-through entities, S Corps and partnerships, required
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Proficient in MS Word, Outlook, Excel, Calendar, PowerPoint, required
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Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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Office environment
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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Travel Required:
Very minimal, local travel
Job Classification:
Full-time, onsite, with hybrid opportunity in the future
We provide equal employment opportunities to all applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, termination, layoff, recall, transfer, leaves of absence, compensation and training.