Adams Brown
Senior Staff - Tax - Private Asset Solutions
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Senior Staff - Tax - Private Asset Solutions
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Adams Brown Adams Brown specializes in serving clients in industries including construction and real estate, healthcare, agriculture, manufacturing, closely held business, local government and private asset solutions. In addition, we offer holistic tax, accounting, payroll, audit, financial advisory, business valuation, technology and wealth management services to clients throughout the nation. With office locations throughout the Central U.S., we serve a diverse range of clients with tailored solutions to help them reach their financial goals. Position Summary 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 Requirements Required Experience and Education Master’s degree in Accounting or Finance, or bachelor’s degree with the 150-hour requirement 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. Major Duties And Responsibilities Advise clients on tax services, compliance, retirement planning and wealth transfer Prepare tax returns and conduct tax research to develop strategies and planning opportunities for clients Review mid-level complexity individual, trust, partnership and corporate tax returns Tax planning and client consulting Maintain accurate time and expense records to ensure proper billing of clients Comply with relevant continuing professional education requirements of the AICPA, State Board of Accountancy, and the firm Enhance the firm image by demonstrating “executive presence”. This means instilling confidence in those you meet by manner, spoken and written word and professional appearance Work closely with principals, managers, and staff to integrate practice development skills into a team approach to client service and new business development Maintain strong client service relationships and cross-sell services as appropriate Demonstrate knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures Demonstrate technical knowledge effectively through written and verbal communication; seek to continuously develop communication skills Increase knowledge base on the firm’s industry lines and service offerings Promote the ideas, values, mission, and vision of the firm and support the one-firm concept Proactively seek knowledge, new tasks, and responsibilities Performs other duties as assigned Desired Skills, Abilities And Characteristics Individual, partnership, S corporation and trust return experience; familiarity with or experience with gift and estate a plus 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 Working Conditions Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday during tax season and offices close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect. Adams Brown is an Equal Opportunity Employer. Referrals increase your chances of interviewing at Adams Brown by 2x
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Join to apply for the
Senior Staff - Tax - Private Asset Solutions
role at
Adams Brown Adams Brown specializes in serving clients in industries including construction and real estate, healthcare, agriculture, manufacturing, closely held business, local government and private asset solutions. In addition, we offer holistic tax, accounting, payroll, audit, financial advisory, business valuation, technology and wealth management services to clients throughout the nation. With office locations throughout the Central U.S., we serve a diverse range of clients with tailored solutions to help them reach their financial goals. Position Summary 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 Requirements Required Experience and Education Master’s degree in Accounting or Finance, or bachelor’s degree with the 150-hour requirement 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. Major Duties And Responsibilities Advise clients on tax services, compliance, retirement planning and wealth transfer Prepare tax returns and conduct tax research to develop strategies and planning opportunities for clients Review mid-level complexity individual, trust, partnership and corporate tax returns Tax planning and client consulting Maintain accurate time and expense records to ensure proper billing of clients Comply with relevant continuing professional education requirements of the AICPA, State Board of Accountancy, and the firm Enhance the firm image by demonstrating “executive presence”. This means instilling confidence in those you meet by manner, spoken and written word and professional appearance Work closely with principals, managers, and staff to integrate practice development skills into a team approach to client service and new business development Maintain strong client service relationships and cross-sell services as appropriate Demonstrate knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures Demonstrate technical knowledge effectively through written and verbal communication; seek to continuously develop communication skills Increase knowledge base on the firm’s industry lines and service offerings Promote the ideas, values, mission, and vision of the firm and support the one-firm concept Proactively seek knowledge, new tasks, and responsibilities Performs other duties as assigned Desired Skills, Abilities And Characteristics Individual, partnership, S corporation and trust return experience; familiarity with or experience with gift and estate a plus 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 Working Conditions Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday during tax season and offices close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect. Adams Brown is an Equal Opportunity Employer. Referrals increase your chances of interviewing at Adams Brown by 2x
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