What are the responsibilities and job description for the High Net Worth Tax Senior/Manager - 25861 position at Daley And Associates, LLC.?
High-Net-Worth Tax Senior/Manager (Remote)
A successful financial services and accounting firm is actively seeking a seasoned Tax professional with 3 years of High-Net-Worth tax experience to join their team. This is a remote opportunity that is offering a strong compensation package and is an excellent step for someone looking for more work-life-balance and continue growing their careers. If you’re interested in the High-Net-Worth Tax Senior/Manager, please keep reading.
Responsibilities and Qualifications:
A successful financial services and accounting firm is actively seeking a seasoned Tax professional with 3 years of High-Net-Worth tax experience to join their team. This is a remote opportunity that is offering a strong compensation package and is an excellent step for someone looking for more work-life-balance and continue growing their careers. If you’re interested in the High-Net-Worth Tax Senior/Manager, please keep reading.
Responsibilities and Qualifications:
- Provide tax compliance and consulting services to high-net-worth individuals, families, and their related entities
- Prepare and review complex individual, trust, and estate tax returns, including but not limited to 1040, 1041, 1065, and 1120S
- Assist with preparation of estate and gift tax returns
- Responsible for staying up-to-date on federal, state and local tax law changes
- 3 years of HNW tax experience required
- CPA strongly preferred
- Bachelor’s Degree in Accounting, Finance or related field required