Preparation of federal and multi-state income tax returns.
Partner closely with high-net-worth individuals, large family groups, and family offices to handle tax work papers for their businesses, investments and estate planning entities.
Prepare tax accounting adjustments and financial statements for individuals, corporations, partnerships, trusts, and estates.
Prepare personal, corporate, partnership, and estate/trust tax returns of varying complexity.
Prepare payroll tax returns for state and federal reporting.
Understand client tax issues and situations and assist with tax research.
Identify and recommend tax strategies that better position a client’s understanding of tax law.
Correspondence with tax authorities, and/or IRS inquiries.
Draft responses to governmental queries, notes, or mandates.
Assist other team members with accounting responsibilities, as necessary.
Uphold the firm's code of ethics and business conduct.

Bachelor's degree in Accounting, Finance, or related field from an accredited institution strongly preferred
3+ years of experience preparing complex tax returns within a tax department in a public accounting, business management, or tax advisory firm
Experience working with tax preparation software such as BNA and CCH Axcess
CPA, EA, or JD license preferred
Competency in Microsoft applications including Word, Excel and Outlook.
Self-motivated with excellent organization skills
Strong verbal and written communication skills a must
Attention to detail and ability to multi-task is a must
Strong organizational and problem-solving skills
Exceptional interpersonal skills
Friendly and professional demeanor
Ability to work well with a team and pitch in when needed

Senior Tax Accountant

Key skills