Senior - Tax - Private Asset Solutions

Overview

Senior Staff - Tax - Private Asset Solutions at Adams Brown. The role involves preparation and review of income tax returns and development into a multi-disciplinary professional focused on wealth management. This individual will work on the Private Asset Solutions focus area team and may lead and direct the work of others.

• Advise clients on tax services, compliance, retirement planning and wealth transfer
• Prepare tax returns and conduct tax research to develop strategies and planning opportunities for clients
• Review mid-level complexity individual, trust, partnership and corporate tax returns
• Tax planning and client consulting
• Maintain accurate time and expense records to ensure proper billing of clients
• Comply with relevant continuing professional education requirements of the AICPA, State Board of Accountancy, and the firm
• Enhance the firm image by demonstrating executive presence in manner, speech, writing and professional appearance
• Collaborate with principals, managers, and staff to integrate practice development skills into a team approach to client service and new business development
• Maintain strong client service relationships and cross-sell services as appropriate
• Demonstrate knowledge of technical aspects of the job and related systems and procedures
• Communicate knowledge effectively through written and verbal means; continue developing communication skills
• Build knowledge of the firm’s industry lines and service offerings
• Promote the firm’s ideas, values, mission, and one-firm concept
• Proactively seek knowledge, new tasks, and responsibilities
• Performs other duties as assigned

• Master’s degree in Accounting or Finance, or bachelor’s degree with the 150-hour requirement to sit for the CPA exam
• Licensed CPA or actively working toward CPA certification
• 3–5 years in a relevant position or equivalent education/experience
• Experience with individual, partnership, S corporation and trust returns; knowledge of gift and estate is a plus

Adams Brown promotes a flexible work environment with technology-focused and modern work arrangements. Offices are open 8:00 a.m.–5:00 p.m. Monday through Friday during tax season and close at noon on Fridays outside tax season. We are closed on major holidays and offer substantial paid time off, a comprehensive benefits package, competitive pay, and a culture of growth, clarity, and respect. Equal Opportunity Employer.

Location notes and additional job postings are not included in this refined description.