Tax Senior Accountant-Family Office Services

Job description

Tax Senior Accountant

The majority of high net worth and ultra-high net worth individuals are seeking to establish a trusted relationship with a competent, credible, advisor. They want to partner with someone who proactively provides guidance on the full range of their financial affairs, offers actionable solutions, and clearly acts in their best interest. This is exactly who my client is. My client firm is a best-in-class wealth management firm that serves the worlds' elite, serving those whose net worth are over $400M and reach into the billions.

The firm is best known for the deep relationship & connection they make with clients as well as for the impact and timeliness of the solutions they provide. My client has very little competition because other firms are falling short on their ability to achieve this level of service & client satisfaction. This has created a great opportunity for my client. An opportunity that affords them the need to open a new location in the hottest city in the U.S…Austin, Texas.

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PERKS OF THE TAX SENIOR ACCOUNTANT

• Full medical benefits (health, dental, vision)


• HSA with employer contribution


• 401k with 5% match


• Flexible working arrangement- WFH & in office in the beautiful office located in affluent area of ATX


• Flexible PTO- take as much time as you need!


• Great team & company with a stellar reputation as being #1 in their niche


• Get in on the ground floor of growing office in ATX


• Opportunity is NOW to be the leading wealth management & family office service firm in Texas, serving locals and those who have recently moved to the area.

WHAT WILL THE TAX SENIOR ACCOUNTANT DO?

The Tax Senior Accountant is responsible for preparation and completion of tax documents and client deliverables. This position works under the direct guidance of the Tax Manager.

• Learn to use computer programs specific to preparation of tax returns and tax projections (i.e. CCH, Access and BNA Tax Software)


• Prepare tax deliverables through assignment of returns and related filings (extensions, etc.) for assigned clients/entities, and modifications upon review of deliverables by Manager/Principal Maintain work standards that minimize risk exposure


• Provide detailed focus on assigned projects and alert the Manager/Principal of technical tax issues that may arise; participate in discussions regarding resolution of tax issues


• Begin to learn and apply the firms comprehensive approach by identifying potential tax issues and coming up with possible solutions to review with Tax Manager or Principal


• Deliver timely and quality work-product that meets or exceeds internal (Manager/Principal) and external (client) expectations.


• Apply tax knowledge to client situations, and work to expand knowledge over a broad range of entities and situations


• Proactively communicate areas where technical tax knowledge is needed, and work with Manager/Principal to determine and achieve personal and career development.

WHAT WE ARE LOOKING FOR IN A TAX SENIOR ACCOUNTANT:

• Bachelor's degree in related field preferred


• 2+ years' experience with income taxation and fiduciary. Prior work experience is not required, however, internship or prior work experience a plus

• Candidates must demonstrate a strong client service orientation combined with creative problem solving skills, strong written and verbal communication skills, ability to manage personal time, effort, and work quality