Senior Tax Professional
Kforce's client, a leading New York based independent wealth management/tax consulting firm, is currently seeking a Senior Tax Professional with 5+ years of experience. Summary: In this role, the Senior Tax Professional will be responsible for preparation and review of individual, trust, corporate, and employee benefit tax return. They will also advise clients on tax strategies. This firm offers a hybrid in office/work from home option, very competitive compensation, and comprehensive benefits. Responsibilities:
- As a Senior Tax Professional, this role will engage and implement client solutions from beginning to end
- Prepare tax returns for clients with various degrees of complexity
- Review returns prepared by junior staff
- Proactively interact with clients to gather information, resolve tax related issues
- The Senior Tax Professional will work with tax partners and advisory staff to develop timely work products for high-net-worth client base
- Bachelor's and/or Master's degree
- Enrolled Agent certification preferred
- 5+ years of related tax experience
- Strong tax accounting/tax compliance skills
- Strong organizational and analytical skills
- Attention to detail, accuracy, and timeliness
- Great listening and customer service skills; Ability to convey complex tax information in an approachable way
- Proficiency in CCH PROfx, Net Docs, BNA Tax Planner and Microsoft Office suite preferred
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