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Years of Experience
Date Last Verified
ProfileTax Senior The candidate will interact closely with clients to provide innovative tax planning, consulting and compliance services in a timely and effective manner. Supervise and help drive the success of multiple engagements, specifically in the high net worth, individual, and tax flow through processes. Ensure complete client satisfaction through open communication, managing /meeting deadlines and proactively sharing tax strategies. Work closely with Partners, Directors, and staff on client management professional development and business development activities. Will assist in the training and developing staff. Attend professional development and continuing educations sessions on a regular basis. Bachelor's or Master's degree in accounting required. Masters in Taxation degree or LLM in Taxation a plus. CPA certification or working towards certification required with 3+ year's tax experience required. Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence, tax research and flow through required. Proficient knowledge of CCH Prosystems Fx and Microsoft Office required and experience with GoFileroom a plus. Ability to grasp concepts quickly and demonstrate knowledge of basic technical skills, as well as related knowledge of necessary systems and procedures required. Outstanding interpersonal skills fostering client and internal relationships Excellent analytical, organizational, and written/verbal communication skills required.