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
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