Job Description
Job Description
Job Summary
Total compensation for this position is a salary with bonus potential up to 25% of salary contingent on performance.
We are seeking an exceptional Senior Tax Accountant to join a small, prestigious CPA firm specializing in tax preparation and financial services for high-net-worth individuals, and their businesses. This role offers a unique opportunity for career growth, with the potential to lead the firm in the near future. This role requires a strong understanding of tax accounting principles and the ability to analyze complex financial data. The Senior Tax Accountant will play a critical role in supporting the organization's financial health and strategic initiatives.
Duties
- Manage complex tax preparation and planning for closely held businesses and high-net-worth individuals.
- Develop and implement sophisticated tax strategies to optimize clients' financial positions.
- Oversee and review work of staff, providing mentorship and training.
- Collaborate with clients, financial advisors, and legal counsel to ensure comprehensive wealth management.
- Stay current on tax laws and regulations affecting high-net-worth clients.
- Prepare and present detailed financial reports and tax projections to clients.
- Contribute to firm growth through business development and client relationship management.
Qualifications
- Bachelor's degree in Accounting or related field.
- CPA certification required.
- Minimum 10 years of experience in public accounting, with a focus on high-net-worth tax planning.
- Extensive knowledge of federal and state tax codes, especially as they pertain to wealth management is a requirement for this position.
- Proficiency in tax software and financial modeling tools.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Demonstrated leadership and mentoring capabilities.
- Bachelor's degree in Accounting or related field.
- CPA certification required.
- Minimum 10 years of experience in public accounting, with focus on high-net-worth tax planning.
- Extensive knowledge of federal and state tax codes, especially as they pertain to wealth management.
- Proficiency in tax software and financial modeling tools.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Demonstrated leadership and mentoring capabilities.
Desired Attributes:
- Strategic thinker with entrepreneurial mindset.
- Commitment to ethical practices and building client trust.
- Ability to manage multiple complex projects simultaneously.
- Passion for continuous learning and professional development
- Vision for firm growth and innovation in client services
Career Advancement Opportunity:
The ideal candidate will possess the ambition and aptitude to assume a leadership role within the firm, with potential for ownership transition within the next five years. We seek an individual who can contribute to the firm's long-term strategy and client relationship management at the highest level.
This position offers competitive compensation, including profit-sharing opportunities, and a clear path to partnership for the right candidate. Join our client's esteemed practice and play a pivotal role in shaping the financial future of high-net-worth individuals and their enterprises.
Qualified candidates who are ready to elevate their careers to the next level are encouraged to apply. Please submit your resume, along with a cover letter detailing your experience with high-net-worth clients and your vision for leading an accounting practice in the future.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunities for advancement
- Paid time off
- Vision insurance
Work Location: In person