Easy Apply Now

A bit about us:

We are a growing boutique financial advisor who is actively seeking a tax senior, to help us advise and prepare taxes for our high net worth clients.

Why join us?

  • Great Benefits
  • Paid Time Off
  • 10+ Holidays
  • 40 Hour Busy Seasons

Job Details

Job Details:

We are seeking a dynamic and experienced Tax Senior to join our elite team in the Accounting + Finance industry. This is a unique opportunity to bring your expertise to a high-performing team and work with a diverse portfolio of clients, focusing on high net worth individuals, S-Corporations, and Federal & State Tax matters. If you are passionate about tax planning and accounting, and are looking for a challenging role where you can make a significant impact, this could be the perfect opportunity for you.

Responsibilities:

As a Tax Senior, you will play a pivotal role in our organization. Your responsibilities will include:

1. Managing and executing tax projects, ensuring compliance with local, state, and federal tax laws.
2. Preparing and reviewing complex tax returns for high net worth individuals, corporations, and partnerships.
3. Advising clients on tax planning strategies to minimize tax liabilities and maximize savings.
4. Researching and interpreting tax legislation to provide accurate advice to clients.
5. Assisting with the preparation of 1120S, real estate tax, gift tax filings, and other related tax documents.
6. Collaborating with internal and external stakeholders to streamline tax processes and procedures.
7. Staying updated with the latest industry trends and changes in tax laws to provide accurate and timely advice to clients.

Qualifications:

To qualify for this exciting role, you must have:

1. A Bachelor's degree in Accounting, Finance, or a related field.
2. A minimum of 5 years of experience in a similar role, with a focus on high net worth individuals, S-Corporations, and Federal & State Tax.
3. In-depth knowledge of tax laws and regulations, including experience with tax planning and accounting.
4. Proficiency in tax software and Microsoft Office Suite.
5. An ability to manage multiple projects simultaneously and meet tight deadlines.
6. Strong analytical and problem-solving skills, with a keen attention to detail.
7. Excellent communication and interpersonal skills, with a proven ability to build strong relationships with clients and team members.
8. CPA certification is preferred.

In this role, you will have the opportunity to leverage your skills and experience to make a significant impact on our clients and our organization. If you are a seasoned tax professional looking for an exciting new challenge, we would love to hear from you.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Easy Apply Now