Tax Senior, Hybrid

We’re more than just a highly ranked CPA firm with a strong regional presence—we’re a team that genuinely values our people. Our culture is built on the belief that when our employees thrive, so does our work.

At our firm, you’ll enjoy:

A true work-life balance that supports your personal well-being and family life.
A collaborative environment where your contributions are recognized and appreciated.
The opportunity to make a real impact by delivering exceptional service to our local community and clients.
If you're looking for a place where your career and life can grow together, we’d love to meet you.

Job Details:

Are you an experienced tax professional with a passion for finance and accounting? Are you ready to take your career to the next level with a leading firm? We are currently seeking a Permanent Tax Senior, Hybrid for our dynamic public Accounting + Finance team. This role offers a unique blend of responsibilities that will allow you to leverage your expertise in bypass trusts and revocable trusts, while also providing the opportunity to gain experience in other areas of accounting and finance. As a Permanent Tax Senior, Hybrid, you will be a vital part of our team, with the potential to make significant contributions to our firm's success.

Responsibilities:

As a Permanent Tax Senior, your primary responsibilities will include:

1. Preparing and reviewing complex tax returns for individuals, corporations, and trusts and estates.
2. Conducting tax research and planning to optimize tax strategies for our clients.
3. Collaborating with our financial planning team to integrate tax planning strategies into our clients' overall financial plans.
4. Assisting with tax audits and resolving tax notices or disputes.
5. Providing guidance and mentorship to junior staff members.
6. Staying updated with the latest tax laws and regulations, and ensuring our firm's compliance with all relevant tax laws.
7. Developing strong relationships with clients and providing excellent customer service.

Qualifications:

The ideal candidate for the Permanent Tax Senior role will have the following qualifications:

1. A Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or CPA designation is a strong plus.
2. A minimum of 5 years of experience in tax preparation and planning, with a focus on trusts and estates.
3. Strong knowledge of corporate, pass-through entity, and individual taxation.
4. Excellent analytical and problem-solving skills, with the ability to handle complex tax issues.
5. Strong communication and interpersonal skills, with the ability to explain complex tax concepts to clients in a clear and understandable manner.
6. Proficiency in tax software and Microsoft Office Suite.
7. The ability to work independently, manage multiple tasks simultaneously, and meet tight deadlines.
8. A strong commitment to professional development and continuous learning.

If you are a seasoned tax professional with a passion for helping clients navigate complex tax issues, we would love to hear from you. Join us and take the next step in your career with a leading firm in the Accounting + Finance industry!