Tax Senior – Regional Top 100 CPA Firm

Tax Senior 

As a Tax Senior, you will be responsible for managing and delivering tax planning, preparation, and advisory services to ultra-high-net-worth individuals. The ideal candidate has strong technical tax skills, a solid understanding of the needs of wealthy individuals and families, and at least 3 years of public accounting experience. This remote opportunity extends to US Candidates.

Responsibilities:

• Tax Preparation & Review: Prepare and review complex tax returns for ultra-high-net-worth individuals, including trust, estate, and gift tax returns.
• Tax Planning: Provide tax planning services and identify strategies for minimizing tax liabilities for clients with significant wealth.
• Client Relationship Management: Build and maintain strong relationships with clients, providing them with trusted advice and personalized tax services.
• Compliance & Advisory: Ensure clients’ compliance with federal, state, and local tax laws while offering proactive advisory services.
• Team Collaboration: Work closely with partners and other team members to manage client engagements and ensure a high level of client satisfaction.
• Research & Analysis: Conduct tax research on complex tax issues affecting high-net-worth individuals and provide guidance to clients and the team.
• Continuous Improvement: Stay updated on tax law changes and industry trends, identifying opportunities to improve processes and client services.

Requirements:

• Education: Bachelor’s degree in Accounting, Finance, or related field required; CPA certification is required.
• Experience: Minimum of 3 years in public accounting, with a focus on tax planning and compliance for high-net-worth individuals.
• Technical Skills: Proficiency with tax preparation software and advanced Excel skills.
• Client Focused: Strong client service skills with experience managing relationships with ultra-high-net-worth individuals.
• Communication: Excellent written and verbal communication skills.
• Analytical Skills: Strong problem-solving and analytical skills, with the ability to manage complex tax issues.
• Remote Work: Experience working in a remote environment, with strong time management and self-discipline skills.

Salary: $120,000 + bonus

Please send your resume in Word format to:
Allan Fisher
Premier Financial Search
[email protected]
www.pfssearch.com
661-799-0101

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.