CPA for Tax Department specializing in High-Net-Worth Clients

Position: Tax Department CPA

Job Overview

We are in search of a dedicated and knowledgeable CPA to enhance our tax department’s capabilities, focusing primarily on delivering tax solutions to high-net-worth individuals and their closely held enterprises. In this pivotal role, you will ensure the provision of high-quality tax services characterized by precision, meticulousness, and an unwavering commitment to optimizing our clients’ financial outcomes. This position fosters a dynamic work setting that encourages engagement in extensive tax planning, compliance, advisory services, and the meticulous preparation of tax documents for a diverse clientele.

Key Responsibilities

• Collaborate with a proficient team of CPAs to prepare and meticulously review tax returns for small to mid-sized closely held businesses and individual clients, ensuring compliance with stringent deadlines.
• Independently manage and coordinate tax deliverables, which include compliance, tax planning, advisory services, and in-depth tax research.
• Prepare comprehensive workpaper documentation, client communications, working trial balances, journal entries, year-end planning, and tailored client advisory services.
• Conduct detailed research on intricate tax issues and apply pertinent IRS regulations and guidelines.
• Gain expertise in utilizing firm technology, tax software, and research tools to enhance the efficiency of tax service delivery.
• Ensure that all work adheres to the firm’s rigorous quality standards and complies with relevant 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.
• A minimum of five years of experience in tax-related functions within public accounting.
• Extensive knowledge in tax compliance, accounting for income tax, and a comprehensive understanding of U.S. taxation principles.
• Proficiency in individual and business entity tax preparation and accounting.
• Exceptional detail orientation and organizational aptitude.
• Strong verbal and written communication skills, with the ability to convey complex tax concepts clearly.
• Demonstrated decision-making capabilities and proactivity.
• Capacity to perform effectively under pressure while meeting strict deadlines.
• A self-motivated team player with a positive disposition and a strong client service focus.
• Competency in Microsoft Office (Word, Excel), with experience in UltraTax CS and/or QuickBooks considered advantageous.
  
  

Career Growth Opportunities

At our firm, we prioritize your professional development and are committed to fostering your continued growth and success in the field of tax expertise.

Company Culture And Values

We maintain a supportive and collaborative work environment, where both our clients and team members are treated like family. Our mission is to maximize tax outcomes while ensuring adherence to all applicable 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, encouraging team culture that promotes a healthy work-life balance.
  
  

Employment Type: Full-Time