Tax Senior
Key Responsibilities
- Prepare and review complex federal, state, and local tax returns for HNW individuals, partnerships, trusts, and related entities.
- Assist with tax planning strategies to optimize client outcomes and ensure compliance with current tax laws.
- Research and resolve tax issues, staying current with evolving regulations and best practices.
- Collaborate with internal teams and external advisors to support client objectives.
- Maintain accurate documentation and ensure timely filing of all tax-related obligations.
Qualifications
- Bachelor’s degree in Accounting or Finance; CPA or progress toward CPA strongly preferred.
- 3+ years of tax experience, ideally within a public accounting firm or family office environment.
- Strong knowledge of partnership taxation and HNW individual tax compliance.
- Excellent analytical, organizational, and communication skills.
- Proficiency in tax software and Microsoft Office Suite.
Why Join?
- Hybrid work schedule for flexibility.
- Competitive compensation and excellent benefits package.
- Opportunity to work in a dynamic, client-focused family office setting.
The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.
