CPA for Tax Department and High-Net-Worth Individuals

Job Overview

We are actively seeking a highly skilled CPA to enhance our Tax Department, specializing in tax services for high-net-worth individuals and their closely held enterprises. In this pivotal role, you will deliver exceptional tax services, prioritizing accuracy and attention to detail to optimize profitable outcomes for our clients. This position is set within a vibrant work environment where you can engage in comprehensive tax planning, compliance, advisory, and preparation tailored to diverse clients.

Key Responsibilities

• Collaborate with a team of seasoned CPAs to prepare and review tax returns for small to mid-sized closely held businesses and individual clients, ensuring timely submissions.
• Independently manage and coordinate tax deliverables, including compliance, tax planning, advisory services, and tax research.
• Prepare documentation such as workpapers, client points, trial balances, journal entries, and year-end planning, along with client-specific advisory services.
• Conduct in-depth research on intricate tax issues while adhering to relevant IRS regulations.
• Develop proficiency in utilizing firm technology, tax software, and research tools to deliver effective tax services.
• Ensure all work aligns with the firm's standards for quality and compliance with professional conduct and tax regulations.
  
  

Required Skills

• Active CPA license (applications without a CPA certificate will not be considered).
• Bachelor's or Master's degree in Accounting, Taxation, or a related field.
• Minimum of five years of experience in tax-related roles within public accounting.
• Strong expertise in tax compliance and accounting for income tax, along with a thorough understanding of U.S. taxation.
• Experience handling individual and business entity tax preparation and accounting.
• Exceptional attention to detail coupled with strong organizational abilities.
• Excellent verbal and written communication skills, adept at conveying complex tax concepts with clarity.
• Strong decision-making capabilities and initiative.
• Ability to perform under pressure and meet stringent deadlines.
• Self-motivated team player, exhibiting a positive attitude and strong client service orientation.
• Proficiency in Microsoft Office (Word, Excel); experience with UltraTax CS and/or QuickBooks is advantageous.
  
  

Qualifications

• Active CPA license (applications without a CPA certificate will not be considered).
• Bachelor's or Master's degree in Accounting, Taxation, or a related discipline.
• Minimum of five years of experience in tax-related functions within public accounting.
  
  

Career Growth Opportunities

We prioritize your professional development and offer numerous avenues for growth and success within our firm.

Company Culture And Values

We take pride in fostering a supportive and collaborative culture, treating both clients and team members with the utmost respect and care. Our goal is to optimize tax outcomes while ensuring complete compliance with state and federal tax regulations.

Compensation And Benefits

• Competitive salary with potential for annual bonuses.
• Generous paid time off and comprehensive health insurance benefits.
• 401(k) retirement plan.
• Flexible work schedule during slower periods.
• A positive and encouraging team culture that promotes work-life balance.
  
  

Employment Type: Full-Time