About The Position

The Experienced Senior role is a pivotal stage in one's career within the firm, where not only technical expertise but also leadership and strategic thinking are honed. This position has responsibilities that include project management, client relationship building, mentorship, pursuing business development opportunities and developing specialized technical expertise in one or more areas/industries. By taking on larger and more complex engagements, an Experienced Senior is not only demonstrating their proficiency in their field but also actively contributing to the growth and evolution of the firm. This role requires a proactive approach to identifying opportunities for service expansion and fostering professional relationships externally, which ultimately contributes to the firm's success and sustainability.

Requirements

  • Bachelor’s degree in Accounting, Finance, or related field required
  • Minimum four (4) years of experience in public accounting with focus on taxation required
  • CPA licensed or equivalent (EA, JD, Chartered Accountant) required
  • Master's degree in Taxation preferred
  • Experience in U.S. tax, preferably with exposure to international tax matters
  • Proven technical skills with MS Office to include Excel, Word, PowerPoint, Outlook
  • Strong knowledge and use of tax compliance and research software (Go Systems, BNA portfolio and projection, CCH, RIA)
  • Excellent attention to detail, problem-solving and analytical skills; ability to independently research and solve complex tax and accounting issues and write well-organized memos
  • Strong understanding of current tax code, with expert knowledge of one or more areas of taxation (corporations, pass-through’s, individuals, etc.)
  • Demonstrated ability to learn and perform at a high level
  • Exceptional client service, communication and presentation skills with a demonstrated ability to develop and maintain outstanding client relationships
  • Ability to flexibly work as part of a team striving to meet periodic and other client requirements
  • Ability to delegate work and manage staff
  • Ability to manage multiple complex projects and deliver in a timely manner
  • Demonstrated specialized technical and industry knowledge expertise and committed to further development through personal reading, research and coursework
  • Commands knowledge of different entity structures and their tax rules
  • Ability to travel to client locations which may include occasional overnight stays
  • Expert knowledge of work paper referencing and filing requirements
  • Must be able to keep client matters strictly confidential

Nice To Haves

  • Master's degree in Taxation preferred

Responsibilities

  • Proactively communicate planning opportunities and facilitates communication internally
  • Actively engaged in managing projects (client service, economics, and profitability); Liaise with tax managers and partners to organize the flow of client work
  • Review the tax work of associates (tax return preparation, tax research and related duties) relative to various entity types, including C corporations, S corporations, partnerships and limited liability companies, trusts and estates as well as individuals
  • Act as a resource on complex technical tax matters utilizing a strong understanding of different entity types and their associated tax issues
  • Apply specialized technical expertise and recognizes and communicates planning opportunities
  • Communicate effectively with clients, managers and partners on a wide variety of complex tax and client matters
  • Provide tax compliance and consulting services to multiple clients, simultaneously, including High-Net-Worth individuals, Corporations, and Partnerships
  • Develop and deliver innovative financial planning ideas that meet or exceed client expectations
  • Oversee and review complex tax returns and research projects for a variety of clients and diverse industries
  • Work closely with clients to minimize their tax liabilities and obligations and ensures client satisfaction
  • Supervise staff and manages the day-to-day delivery of consulting services to client
  • Develop and motivate tax staff by providing them with coaching, leadership and career guidance
  • Identify additional service opportunities that will help clients be more efficient in order to operate and grow their business

Benefits

  • Comprehensive Health Coverage – Medical, dental, and vision
  • Retirement & Financial Planning Support – 401(k) with match, financial wellness programs
  • Generous Paid Time Off – Vacation, sick time, holidays, and volunteer days
  • Flexible Work Arrangements – Hybrid or remote options, flexible hours
  • Performance-Based Bonus – Recognition for your contributions through discretionary bonuses
  • Professional Development Opportunities – Tuition reimbursement, certifications, mentorship
  • Career Growth & Internal Mobility – Clear paths for advancement and role transitions
  • Inclusive & Supportive Culture – DEI initiatives, employee resource groups, wellness programs

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

Bachelor's degree

Number of Employees

251-500 employees

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