Tax Senior

Location: New York

Job Detail Experience Level Sr Level Degree Type Other Employment Full Time Working Type Hybrid Job Reference Salary Type Annually Industry Public Accounting;

Wealth Management Selling Points Advance your career in a hybrid role emphasizing tax expertise and innovation. Collaborate in a growth-driven environment with advanced tools and technologies. Enhance your skills while working with high-net-worth clients.

Job Description Tax Senior Overview The Tax Senior will lead tax compliance and planning for high-net-worth individuals and entities, ensuring precision and efficiency in all deliverables.

Engage in a collaborative, growth-oriented environment that emphasizes professional development and continuous learning opportunities.

Utilize advanced tax compliance technologies to streamline processes and enhance accuracy in tax solutions.

Expand expertise in fiduciary and entity tax filings while working on complex tax scenarios.

Collaborate with experienced professionals to deliver tailored tax strategies that meet unique client financial goals.

Participate in a hybrid work model, balancing flexibility with team collaboration and engagement.

Contribute to a culture that values innovation, teamwork, and high-quality client service.

Develop actionable insights through in-depth tax research and analysis.

Tax Senior

Key Responsibilities & Duties Prepare and review tax returns for high-net-worth individuals and entities with a focus on accuracy and compliance.

Conduct detailed research on complex tax issues to develop innovative solutions and strategies.

Collaborate with team members to deliver integrated family office services and comprehensive tax planning.

Mentor junior staff, fostering professional growth and sharing technical expertise.

Leverage advanced tax compliance tools to optimize preparation and planning processes.

Ensure compliance with all relevant tax regulations and standards in deliverables.

Assist in crafting and implementing tax strategies tailored to client-specific needs.

Stay updated on industry trends and regulatory changes through ongoing professional education.

Tax Senior

Job Requirements Bachelor’s degree in accounting or a related field is required.

Minimum of 2 years of tax practice experience; 4 years preferred.

CPA certification or progress toward certification is highly desirable.

Proficiency in tax compliance tools such as Pro Systems and BNA Planner.

Familiarity with CCH Engagement and Axcess Tax software is advantageous.

Strong analytical skills to address and resolve complex tax scenarios effectively.

Excellent communication skills for client interactions and team collaboration.

Commitment to a collaborative, innovative, and growth-focused work environment.