Senior Tax – Private Client

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

📋 Description

• Oversee and direct client engagements, encompassing planning, execution, and review stages, ensuring all tasks are completed punctually and within budget.

• Efficiently delegate tasks to team members and track progress to uphold quality standards.

• Provide training and mentorship to associates, offering constructive feedback to encourage their professional development.

• Collaborate with various departments (e.g., audit, consulting) to provide cohesive client solutions.

• Utilize technical expertise to address complex issues and support the firm’s business development efforts.

• Remain informed about industry trends and best practices to improve client service and internal processes.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, or a related field (Master’s degree is advantageous).

• CPA or EA certification (or currently in the process of obtaining it).

• A minimum of 3–5 years of tax experience, with substantial hands-on involvement in US individual income taxation.

• Proven capability to manage comprehensive client engagements and oversee junior team members.

• Advanced understanding of accounting standards, tax laws, and financial reporting.

• Proficient in accounting software and tools (e.g., Xero, QuickBooks, and workflow automation platforms).

• Experience in collaborating across multiple departments for unified client solutions.

• Trust & Discretion: You manage sensitive client information with integrity, confidentiality, and reliability.

• Client Communication: You articulate complex tax matters clearly, communicate proactively, and assertively push back when necessary.

• Relationship Skills: You cultivate strong relationships with discerning international clients and their advisors.

• Precision & Perspective: You blend meticulous attention to detail with an understanding of the client’s overall situation.

• Adaptability & Problem-Solving: You excel in a dynamic environment and devise creative, practical solutions.

• Organization: You efficiently and calmly handle multiple clients and deadlines.

• Fluency in both English and French is mandatory (written and spoken).

🏝️ Benefits

• Health insurance fully covered, with HSA & FSA options available.

• 401(k) plan with a 100% match up to 6% — eligibility begins after 3 months.

• Unlimited PTO (with a guaranteed minimum of 2 weeks — we genuinely mean it).

• Flexible remote work policy — you can work from our offices (NYC, Austin, Miami, Atlanta) or from anywhere in the US.

• Office perks include breakfast, afternoon snacks, and Thursday Happy Hours.

• Opportunity to work up to 8 weeks/year from abroad, as we understand the importance of being international.