A recognized CPA / consulting firm in New Jersey is currently seeking an experienced Tax professional for a great Senior-level opportunity with their Private Client Services (PCS) team. In this role, the Tax Senior will be responsible for focusing on tax business planning, advisory & compliance services for ultra-wealthy families as well as multi-general wealth planning.
Responsibilities:The Tax Senior will:

• Prepare intermediate to advanced level returns and reviews basic tax returns related to PCS clients
• Address questions on technical accounting matters from team members and upper level client management
• Perform a detailed review of team's workflow and monitors tasks to ensure they are assigned and completed on a timely basis
• Manage multiple assignments inside an engagement
• Communicate with Partner, Manager and/or Supervising Senior on work status and client issues that arise
• Participate in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job
• Identify opportunities to leverage staff including designing staffing structure of engagement
• Lead small to medium sized assignments with finalized document and report requiring minimal change upon review
• Perform other duties, as needed

Qualifications:

• 3 years of relevant Tax work and industry experience serving HNW clients
• Bachelor's Degree in Accounting, Taxation, and/or a related field
• Experience working with High Net Worth clients
• Advanced knowledge of applicable accounting software (e.g. ProSystem Engagement, Tax, etc.)
• Microsoft Excel proficient
• Solid analytical, mathematical, and research skills
• Great interpersonal skills
• Excellent communication skills (written and verbal)
• Strong attention to detail
• Highly organized

Desired Skills:

• Master's Degree in Taxation