Tax Senior, Global PCS

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

📋 Description

• Prepare, periodically assess, and provide tax compliance and planning services for high-net-worth individuals, families, trusts, estates, charitable organizations, and closely held enterprises.

• Utilize technology-driven platforms and AI-supported tools to enhance efficiency, precision, and service delivery.

• Ensure work is technically precise, aligns with internal service-level standards, and meets clients’ tax and wealth-planning goals.

• Establish and nurture relationships with wealth-management advisors and clients.

• Engage in planning discussions and respond to tax-related inquiries.

• Oversee engagement execution coordinating onshore and offshore resources, digital workflows, and automation tools.

• Take ownership of assigned engagements from planning to completion.

• Collaborate with tax, accounting, bookkeeping, and advisory professionals to provide comprehensive client solutions.

• Contribute to the growth of alliance practices through client service, expanding advisor relationships, identifying service opportunities, enhancing processes, and initiating business-development strategies.

⛳️ Requirements

• 3-5+ years of progressive experience in public accounting.

• A Bachelor’s degree in accounting is mandatory.

• A Master’s in taxation is preferred.

• CPA, JD, or EA eligibility is preferred.

• Familiarity with federal and state tax regulations, including corporate, individual, trust, gift, and partnership taxation.

• Outstanding communication, interpersonal, and relationship management abilities.

• Strong analytical, organizational, and project management capabilities.

• Capacity to juggle multiple priorities and deliver high-quality results.

• Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, and XCM.

• Proficiency in Microsoft Office is advantageous.

🏝️ Benefits

• Competitive salary and benefits package.

• Flexibility to balance personal and professional life.

• Support for professional development.

• Access to technology-enabled workflows, automation, and AI-assisted tools.