Onsite Tax Supervising Senior, Private Client Advisors

Posted 1 hour ago

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About the role

  • Tax Supervising Senior preparing and reviewing tax returns for high-net-worth individuals and their related entities. Collaborating with partners to develop practice strategy and guide staff performance.

Responsibilities

  • Preparation and review tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax returns
  • Conduct tax research into industry and government developments as it relates to wealth planning opportunities and strive to maintain up-to-date tax knowledge
  • Identify key planning opportunities throughout the year and develop a framework for tax strategies that best align with client needs and goals
  • Assist in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements
  • Support the partner team in the development and planning of practice strategy, objectives, and budgets
  • Build on mentorship capabilities by guiding key talent through constructive criticism and growth opportunities
  • Lead and supervise staff by actively managing a pipeline of projects and resources
  • Maintain great relationships with clients, understanding their unique needs to provide a tailored service

Requirements

  • Bachelor's Degree in Accounting, Tax, Finance or a related discipline
  • Minimum of 3 years' experience in US tax consulting/compliance within public accounting
  • Minimum of 1 year experience in supervising the work of others, including delegation, training and development of staff and interns
  • Preferred Qualifications Master’s Degree in Taxation
  • CPA or equivalent credential
  • Experience with a wide variety of entity types

Benefits

  • Medical, dental, vision
  • Generous PTO plan and paid sick time
  • Flexible work arrangements
  • 401K with Profit Sharing
  • Wellness program
  • Generous parental leave
  • 11 paid holidays

Job title

Tax Supervising Senior, Private Client Advisors

Job type

Experience level

Senior

Salary

$96,800 - $131,900 per year

Degree requirement

Bachelor's Degree

Location requirements

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