Senior Tax Accountant

Full-Time – Hybrid Position 

About Us

Our firm is a leading provider of comprehensive tax and accounting services, specializing in Trust & Estate Tax, High Net Worth Tax, and complex financial planning. We are seeking a highly skilled and experienced Senior Tax Accountant to join our dynamic team and contribute to our continued success.

Job Overview

We are looking for a dedicated and detail-oriented Senior Tax Accountant with 3-8 years of experience in Trust & Estate Tax, Accounting, and High Net Worth Tax. The ideal candidate will possess a strong understanding of tax laws, regulations, and best practices in these specialized areas. This role requires excellent analytical skills, attention to detail, and the ability to manage multiple projects simultaneously while meeting tight deadlines.

Key Responsibilities

• Prepare and review complex individual, trust, and estate tax returns for high net worth clients
• Conduct thorough research on tax issues and provide recommendations to clients and team members
• Develop and implement tax planning strategies for trusts, estates, and high net worth individuals
• Assist in the preparation of gift tax returns and related documentation
• Analyze financial statements and tax documents to identify potential tax savings opportunities
• Collaborate with clients, attorneys, and financial advisors to gather necessary information and documentation
• Stay current with changes in tax laws and regulations, particularly those affecting trusts, estates, and high net worth individuals
• Mentor and train junior staff members on tax preparation and planning techniques
• Participate in client meetings and presentations to discuss tax strategies and financial planning
• Assist in the development and implementation of internal processes to improve efficiency and accuracy
• Contribute to the firm’s thought leadership by writing articles, presenting at seminars, or developing educational materials for clients
• Manage multiple client engagements simultaneously, ensuring timely completion and high-quality deliverables
• Identify and communicate potential issues or risks to management and clients proactively
• Assist in the review and preparation of estate tax returns, including complex valuations and elections
• Coordinate with other departments to ensure comprehensive financial planning for clients

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; Master’s degree in Taxation preferred
• CPA certification required
• 3-8 years of experience in public accounting, with a focus on Trust & Estate Tax and High Net Worth Tax
• Strong knowledge of federal and state tax laws, particularly those related to trusts, estates, and high net worth individuals
• Proficiency in tax preparation software (e.g., CCH ProSystem fx, GoSystem, Lacerte)
• Advanced Excel skills and experience with accounting software
• Excellent analytical and problem-solving skills
• Strong attention to detail and ability to manage multiple projects simultaneously
• Exceptional written and verbal