Tax Senior

About Us: We pride ourselves on providing exceptional tax services to a diverse clientele, including High Net Worth Individuals (HNWIs), partnerships, nonprofits, S-Corps, and C-Corps. Our commitment to fostering a positive work culture and promoting a healthy work-life balance makes us a preferred employer in the accounting industry.

Position Overview: We are seeking a highly skilled and motivated Tax Senior to join our dynamic team. In this client-facing role, you will play a crucial part in delivering high-quality tax services while maintaining a focus on client relationships and engagement. This hybrid position offers flexibility, allowing you to work from home and in our Fort Washington office.

Key Responsibilities:

• Client Management: Develop and maintain strong relationships with clients, acting as their primary point of contact for tax-related matters.
• Tax Preparation & Planning: Prepare and review complex tax returns for individuals, partnerships, nonprofits, S-Corps, and C-Corps, ensuring compliance with federal, state, and local tax laws.
• Research & Analysis: Conduct thorough tax research to provide strategic planning advice, addressing unique client needs and circumstances.
• Mentorship: Provide guidance and mentorship to junior staff, fostering their professional development and ensuring quality in deliverables.
• Communication: Collaborate with clients to understand their financial goals, presenting tax strategies and solutions clearly and effectively.
• Continuous Learning: Stay updated on tax law changes and best practices, proactively sharing knowledge with the team and clients.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field; Master’s degree or CPA preferred.
• 3-5 years of experience in public accounting with a focus on tax.
• Strong knowledge of tax compliance and planning for HNWIs, partnerships, nonprofits, S-Corps, and C-Corps.
• Excellent analytical and problem-solving skills.
• Exceptional communication and interpersonal skills for client-facing interactions.
• Proficiency in tax software and Microsoft Office Suite.

What We Offer:

• Competitive Salary: We offer a highly competitive compensation package that reflects your experience and skills.
• Work-Life Balance: Enjoy a flexible hybrid work schedule that promotes a healthy balance between your professional and personal life.
• Professional Development: Opportunities for continued education, certifications, and career advancement within our firm.
• Inclusive Culture: Join a supportive and inclusive workplace that values diversity and encourages collaboration.
• Comprehensive Benefits: Including health insurance, retirement plans, paid time off, and more.