Tax Senior

This is an excellent opportunity to join a well-established accounting team serving High Net Worth individuals, trusts, estates, non-profits, and pass-through entities. As a Tax Senior, you’ll play a key role in reviewing complex tax returns, ensuring compliance, and providing strategic tax planning insights to clients. You’ll work closely with leadership, mentor staff, and contribute to high-impact client relationships while growing your own expertise in advanced tax strategy.

• Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities.

• Review gift tax returns, quarterly and year-end projections, and tax workpapers.

• Communicate directly with clients via phone and email to gather necessary information.

• Research Federal, state, and cross-border tax issues.

• Collaborate with partners and engagement teams on tax planning strategies.

• Mentor, train, and supervise junior staff.

• Ensure compliance and quality standards are met.

• Bachelor’s degree required.

• 3–7 years of tax experience in public accounting or a related firm (EY, KPMG, Deloitte, RSM, Crowe, CBIZ, Anderson, or similar). This is non-negotiable.

• Experience working with High Net Worth individuals and/or Family Office clients.

• CPA license preferred but not required (CPA in progress or eligible is acceptable).

• Proficiency with GoSystem Tax RS is a plus.

• Strong communication, organizational, and review skills.

• Salary: $90,000 – $140,000.

• Bonus opportunities and overtime pay for hours worked over 40/week.

• 2 weeks PTO.

• Several health insurance plan options (50% employer paid on most plans).