Senior Staff - Tax - Private Asset Solutions

The individual in this position is primarily responsible for preparation and review of income tax returns (1040, 1041, 1065 and 1120S) with an introduction to transfer tax returns (706 and 709). Additionally, a successful candidate should be interested in developing into a multi-disciplinary professional who is passionate about learning all aspects of wealth management. This individual will join a dynamic team that thrives to provide the highest quality of holistic wealth services to our clients. May lead and direct the work of others. Relies on experience and judgment to accomplish goals. A certain degree of creativity and latitude is expected. This individual will work on the Private Asset Solutions focus area team. FLSA Status: Exempt.

Responsibilities

Advise clients on tax services, compliance, retirement planning and wealth transfer; Prepares tax returns and conducts tax research to develop strategies and planning opportunities for clients; Reviewing mid-level complexity individual, trust, partnership and corporate tax returns; Tax planning and client consulting; Maintains accurate time and expense records to ensure proper billing of clients; Complies with relevant continuing professional education requirements of the AICPA, State Board of Accountancy, and the firm; Enhances the firm image by demonstrating executive presence; Works closely with principals, managers, and staff to integrate practice development skills into a team approach to client service and new business development; Maintains strong client service relationships and cross-sell services as appropriate; Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures; Demonstrates technical knowledge effectively through written and verbal communication; Increasingly builds knowledge base on the firm's industry lines and service offerings; Promotes the ideas, values, mission, and vision of the firm and supports the one-firm concept; Proactively seeks knowledge, new tasks, and responsibilities; Performs other duties as assigned

Requirements

Master's degree in Accounting or Finance, or bachelor's degree with the required hours to sit for the CPA exam; Licensed CPA or actively working toward CPA certification; 3-5 years in relevant position or equivalent combination of education and experience

Nice to have

Individual, partnership, S corporation and trust return experience; familiarity with or experience with gift and estate; Ability to maintain confidentiality of firm and client information; Effectively communicate through oral and written means; Client service oriented; Commitment to the profession and the firm; Aptitude to learn and effectively use multiple software applications; Ability to apply principles of accounting to analyze and prepare financial information; Excellent organizational skills; Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clients; Ability to work well with others

Benefits

Flexible work environment; Substantial paid-time-off; Comprehensive benefit package; Competitive pay structure; Culture of growth, clarity, and respect; Offices closed on major holidays