About The Position

As a trusted wealth partner, our team is focused on delivering a seamless, fully integrated experience that brings together every aspect of your clients’ financial lives. By offering comprehensive services in one place, we enable more holistic planning, simplify communication, and strengthen the relationship between advisor and client. Through Hightower Tax Solutions, we extend that commitment by incorporating tax services directly into our practices, providing support across a full range of tax needs. This integrated approach allows us to align tax strategy with broader financial goals, helping our teams deliver more coordinated, efficient, and impactful outcomes for their clients.

Requirements

  • Bachelor's degree in accounting, finance, or related field (Master's in Taxation preferred)
  • CPA designation strongly preferred (alternative Enrolled Agent designation)
  • 8 or more years of experience in public accounting, with demonstrated expertise in partnerships, S-corporations, individual and trust tax compliance.
  • Supervisory and leadership experience.
  • Strong technical knowledge of U.S. tax regulations and compliance.
  • Strong sense of urgency, adaptability, flexibility and resourcefulness
  • Proficiency in CCH Tax
  • Ability to work independently and collaboratively in a team environment.
  • High level of integrity, professionalism, and client service orientation.
  • You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Responsibilities

  • Prepare and review federal, state, and local tax returns for partnerships, S-corporations, individuals, and trusts.
  • Ensure all returns comply with current tax laws and regulations.
  • Resolve IRS and state agency audits, inquiries, and tax notices.
  • Conduct technical tax research and draft memoranda on complex tax issues.
  • Maintain up-to-date knowledge of tax legislation and evaluate its impact on our clients.
  • Develop, motivate, and train junior staff and managers.
  • Delegate projects and manage workflow to maximize efficiency and quality.
  • Foster a collaborative team culture.
  • Train staff on new processes, software, and regulatory changes.
  • Build and maintain strong client relationships, being a trusted advisor.
  • Provide strategic tax planning and consulting services.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance
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