Tax Senior - Wealth Management Firm

A wealth management firm is adding a

TAX SENIOR

to their team! As a Tax Senior, you will be responsible for preparing and reviewing tax returns, bookkeeping, tax planning and tax strategy. The position is mostly REMOTE with occasional visits to the office to meet with clients.

Essential Job Functions:

• MUST BE A CPA OR EA

• Prepare and review tax returns
• Develop and maintain client relationships
• Provide bookkeeping
• Tax Planning
• Perform complex tax research and analysis

• Tax Strategy Skills:

• 4+ years of strong tax experience
• Certified Public Accountant (CPA) designation, or Enrolled Agent (EA)
• Experience working with Quickbooks
• Excellent communication and interpersonal skills This is an amazing opportunity to join a growing company.

The position requires related experience working in external relationship management Strong organizational skills, attention to detail and flexibility Strong written and verbal communication skills Ability to work effectively with cross-functional teams in a fast-paced environment Self-driven individual, ability to work with minimal direction If this sounds like the @type of opportunity you see yourself transitioning into next, contact Julie Gross at 605-705-6836. Resumes may be sent confidentially to julie.gross@gogpac.com .