Senior Tax Accountant

Job DescriptionJob 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