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HNW Senior Tax Associate / Tax Director

Employer
Tandym Group
Location
Middle West, Pennsylvania, United States
Closing date
Dec 1, 2022

View more

Job Role
Tax Compliance
Sector
Finance
Contract Type
Permanent
Hours
Full Time
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A professional services firm in Pennsylvania is currently seeking an experienced professional to join their staff as their new HNW Senior Tax Associate / Tax Director. In this role, the HNW Senior Tax Associate / Tax Director will be responsible for participating in the tax planning, consulting, and compliance process for a variety of clients, including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts.

Responsibilities:

The HNW Senior Tax Associate / Tax Director will:
  • Prepare and review tax returns
  • Manage the work product of Experienced Associates on various engagements
  • Interact heavily with management on a day-to-day basis
  • Assist Managers in identifying and researching various client issues
  • Regularly communicate with clients
  • Perform other duties, as needed

Qualifications:
  • 3+ years of Tax related work experience
  • Bachelor's or Master's Degree
  • Strong technical knowledge of tax planning, consulting, and compliance for both Federal and State filings
  • Experience with basic Accounting functions
  • Experience working with High Net Worth clients
  • Previous experience in a Leadership and/or Supervisory role
  • Working knowledge of Tax Preparation software
  • Microsoft Excel proficient
  • Solid analytical, mathematical, and research skills
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Strong attention to detail
  • Highly organized

Desired Skills:
  • Bachelor's or Master's Degree in Accounting, Finance, and/or Economics
  • Advanced Credentials (CPA, JD, etc.)
  • Experience working within an Accounting firm
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