Senior Tax Associate – High Net Worth

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Assist a portfolio of clients comprising high-net-worth individuals, families, trusts, family investment partnerships, closely held businesses, and investment entities.

• Prepare intricate individual, fiduciary, partnership, S corporation, gift, and estate tax returns, along with workpapers and associated deliverables.

• Review fundamental federal, state, and local tax returns and workpapers under the supervision of a manager as experience allows.

• Oversee daily engagement activities, track outstanding items, monitor deadlines, communicate updates, and escalate issues as necessary.

• Engage with clients and advisors to collect information, address routine inquiries, provide updates, and facilitate tax compliance and planning.

• Conduct technical tax research, summarize findings, collaborate with specialized professionals, and escalate recommendations as needed.

• Execute a comprehensive self-review to ensure accuracy, completeness, and compliance.

• Guide Associates through training, technical advice, and knowledge sharing.

• Maintain expertise in the firm’s technology and tax systems.

• Identify opportunities to connect clients with KSM specialists and additional services.

• Stay updated on federal, state, and local tax laws and regulatory changes.

• Contribute to the firm, practice, and operational initiatives aimed at enhancing processes and client experience.

⛳️ Requirements

• CPA license or active progress toward obtaining a CPA license is highly preferred.

• At least 3 years of relevant experience in public accounting.

• Strong technical knowledge in the taxation of high-net-worth individuals.

• Bachelor's or Master's degree in accounting.

• Exceptional attention to detail and accuracy.

• Outstanding organizational abilities.

• Excellent written and verbal communication skills.

• Client service-oriented, both internally and externally.

• Creative and determined problem solver.

• Capable of handling sensitive situations and maintaining confidentiality.

• Adaptable and flexible in approach.

• Proficient in coordinating and following up on multiple projects simultaneously.

• Ability to prioritize shifting workloads effectively.

• Self-sufficient, exercising good judgment and resourcefulness.

🏝️ Benefits

• Employee ownership since 2001.

• Flexibility to manage your schedule.

• Access to resources and support for professional development.

• Support for achieving a balance between career and personal life.

• A collaborative and supportive workplace culture.

• Opportunities to enhance skills and face new challenges.

• Employee stake in collective success.

• Mentoring and knowledge-sharing opportunities.