What are the responsibilities and job description for the Senior Accountant position at Gasima?
We are a rapidly growing investment management firm that has recently acquired a CPA practice and are looking for a Senior Accountant to take a lead role in tax preparation and consultation for our expanding client base. The role is a partnership track opportunity for the right candidate who is not only an excellent tax preparer, but also has the ability to work on a team in a dynamic role to integrate our new clients onto our platform and offer them a host of outsourced family office options that will include tax preparation and advice, financial planning, trusts, estates and investment management.
Job Description:
- Prepare tax returns for individuals and some small businesses/partnerships in multiple states.
- Work directly with clients on financial data collection and communication.
- Stay updated on all tax laws and communicate strategies to clients when applicable
- Assist with tax planning and provide recommendations to optimize clients' tax exposure
- Communicate directly with clients and coordinate with advisors on tax and wealth management strategy
Requirements:
- Minimum of 3-5 years of experience in accounting, CPA preferred with a focus on tax return preparation
- A strong working knowledge of individual and corporate tax law in multiple jurisdictions
- Be proficient in one or more accounting software packages such as ProSystem FX, Drake, Quickbooks etc.
- Strong communication skills and the ability to handle projects, especially during tax season.
- Bachelor's degree in Accounting
The position is bonus eligible, has a generous incentive package and a flexible hybrid work model. If you are interested in applying your accounting skills to delivering a great client experience and looking to grow a business and participate in the upside please reach out today!
Salary : $80,000 - $100,000