Harrison Gray Search and Consulting LLC
Summary
Entry-to-mid level tax professional focused on high-net-worth individuals and family enterprise structures. Works within an integrated planning team to prepare and support compliance and planning deliverables. Big 4 or large-firm training strongly preferred. Key Responsibilities
Prepare federal and state individual, fiduciary, and partnership returns under review by a manager. Compile workpapers, reconcile K-1s, basis, and carryforwards; maintain organized digital files. Assist with quarterly estimates, extensions, and projections. Perform targeted tax research; draft memos and client-ready summaries. Support planning for HNW clients : charitable strategies, equity comp, multi-state residency, and investment partnership allocations. Coordinate with wealth, legal, and accounting counterparts to execute integrated plans. Monitor IRS / state notices; draft response packages for manager review. Contribute to process documentation and standardization of workpapers. Qualifications
2+ years of public accounting or private client tax experience. Progress toward CPA (CPA track required); Masters in Taxation a plus. Working knowledge of individual and passthrough taxation; foundational trust / estate concepts. Proficiency with tax compliance software and Excel; experience with document management systems. Strong workpaper discipline, accuracy, and deadline reliability. High-net-worth and / or Big 4 background strongly preferred. Compensation
Base salary : $80,000-$100,000 Bonus : 7% of base Benefits : comprehensive health, retirement plan participation, CPE and exam support
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Entry-to-mid level tax professional focused on high-net-worth individuals and family enterprise structures. Works within an integrated planning team to prepare and support compliance and planning deliverables. Big 4 or large-firm training strongly preferred. Key Responsibilities
Prepare federal and state individual, fiduciary, and partnership returns under review by a manager. Compile workpapers, reconcile K-1s, basis, and carryforwards; maintain organized digital files. Assist with quarterly estimates, extensions, and projections. Perform targeted tax research; draft memos and client-ready summaries. Support planning for HNW clients : charitable strategies, equity comp, multi-state residency, and investment partnership allocations. Coordinate with wealth, legal, and accounting counterparts to execute integrated plans. Monitor IRS / state notices; draft response packages for manager review. Contribute to process documentation and standardization of workpapers. Qualifications
2+ years of public accounting or private client tax experience. Progress toward CPA (CPA track required); Masters in Taxation a plus. Working knowledge of individual and passthrough taxation; foundational trust / estate concepts. Proficiency with tax compliance software and Excel; experience with document management systems. Strong workpaper discipline, accuracy, and deadline reliability. High-net-worth and / or Big 4 background strongly preferred. Compensation
Base salary : $80,000-$100,000 Bonus : 7% of base Benefits : comprehensive health, retirement plan participation, CPE and exam support
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