Insite US
Our client is seeking a CPA-licensed Tax Senior Associate / Senior to join their wealth management firm. This is an excellent opportunity for an early-career tax professional to work closely with high-net-worth individuals and their families, providing comprehensive tax planning and compliance services as part of an integrated wealth management approach.
Required Qualifications
CPA License
(active and in good standing) 2-5 years of experience
in public accounting or tax preparation Proven experience preparing individual (Form 1040) and business tax returns (Partnerships, S-Corps, C-Corps) Strong understanding of federal and state tax regulations Bachelor's degree in Accounting, Finance, or related field Key Responsibilities
Prepare and review individual income tax returns for high-net-worth clients Prepare business tax returns including partnerships, S-corporations, and C-corporations Manage tax filing deadlines and ensure timely delivery of all tax obligations Coordinate with external advisors including attorneys and other CPAs Tax Planning & Advisory
Assist in developing proactive tax strategies for clients Support year-end tax planning initiatives Identify tax-saving opportunities through careful review of client financial situations Provide tax estimates and projections Client Service
Build strong relationships with clients and respond to tax-related inquiries Communicate complex tax concepts in clear, accessible language Collaborate with wealth advisors to provide integrated financial planning Participate in client meetings as needed Team Collaboration
Work closely with wealth management team to understand client goals Contribute to the development of comprehensive financial plans Stay current on tax law changes and share knowledge with the team Desired Skills & Attributes
Strong analytical and problem-solving abilities Excellent attention to detail and organizational skills Effective written and verbal communication Ability to manage multiple deadlines in a fast-paced environment Client-service oriented mindset Interest in wealth management and working with affluent families Proficiency with tax software (e.g., CCH Axcess, Thomson Reuters, Lacerte, ProSeries) Advanced Microsoft Excel skills What We Offer
Competitive compensation package Professional development and continuing education support Collaborative team environment Exposure to sophisticated wealth management strategies Opportunity to grow within the firm Work-life balance outside of tax season
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CPA License
(active and in good standing) 2-5 years of experience
in public accounting or tax preparation Proven experience preparing individual (Form 1040) and business tax returns (Partnerships, S-Corps, C-Corps) Strong understanding of federal and state tax regulations Bachelor's degree in Accounting, Finance, or related field Key Responsibilities
Prepare and review individual income tax returns for high-net-worth clients Prepare business tax returns including partnerships, S-corporations, and C-corporations Manage tax filing deadlines and ensure timely delivery of all tax obligations Coordinate with external advisors including attorneys and other CPAs Tax Planning & Advisory
Assist in developing proactive tax strategies for clients Support year-end tax planning initiatives Identify tax-saving opportunities through careful review of client financial situations Provide tax estimates and projections Client Service
Build strong relationships with clients and respond to tax-related inquiries Communicate complex tax concepts in clear, accessible language Collaborate with wealth advisors to provide integrated financial planning Participate in client meetings as needed Team Collaboration
Work closely with wealth management team to understand client goals Contribute to the development of comprehensive financial plans Stay current on tax law changes and share knowledge with the team Desired Skills & Attributes
Strong analytical and problem-solving abilities Excellent attention to detail and organizational skills Effective written and verbal communication Ability to manage multiple deadlines in a fast-paced environment Client-service oriented mindset Interest in wealth management and working with affluent families Proficiency with tax software (e.g., CCH Axcess, Thomson Reuters, Lacerte, ProSeries) Advanced Microsoft Excel skills What We Offer
Competitive compensation package Professional development and continuing education support Collaborative team environment Exposure to sophisticated wealth management strategies Opportunity to grow within the firm Work-life balance outside of tax season
#J-18808-Ljbffr