Tax Senior Overview • The Tax Senior will lead tax compliance and planning for high-net-worth individuals and entities, ensuring precision and efficiency in all deliverables. • Engage in a collaborative, growth-oriented environment that emphasizes professional development and continuous learning opportunities. • Utilize advanced tax compliance technologies to streamline processes and enhance accuracy in tax solutions. • Expand expertise in fiduciary and entity tax filings while working on complex tax scenarios. • Collaborate with experienced professionals to deliver tailored tax strategies that meet unique client financial goals. • Participate in a hybrid work model, balancing flexibility with team collaboration and engagement. • Contribute to a culture that values innovation, teamwork, and high-quality client service. • Develop actionable insights through in-depth tax research and analysis. Tax Senior Key Responsibilities & Duties • Prepare and review tax returns for high-net-worth individuals and entities with a focus on accuracy and compliance. • Conduct detailed research on complex tax issues to develop innovative solutions and strategies. • Collaborate with team members to deliver integrated family office services and comprehensive tax planning. • Mentor junior staff, fostering professional growth and sharing technical expertise. • Leverage advanced tax compliance tools to optimize preparation and planning processes. • Ensure compliance with all relevant tax regulations and standards in deliverables. • Assist in crafting and implementing tax strategies tailored to client-specific needs. • Stay updated on industry trends and regulatory changes through ongoing professional education. Tax Senior Job Requirements • Bachelor’s degree in accounting or a related field is required. • Minimum of 2 years of tax practice experience; 4 years preferred. • CPA certification or progress toward certification is highly desirable. • Proficiency in tax compliance tools such as Pro Systems and BNA Planner. • Familiarity with CCH Engagement and Axcess Tax software is advantageous. • Strong analytical skills to address and resolve complex tax scenarios effectively. • Excellent communication skills for client interactions and team collaboration. • Commitment to a collaborative, innovative, and growth-focused work environment.