Senior Tax Advisor
Addition Management
Sr. Tax AccountantGrowing boutique financial advisory firm seeks experienced Sr. Tax Accounting professional to join their team!Responsibilities:Assume responsibility for an existing book of 100+ individuals and 40+ business tax clients while maintaining high service standards and strengthening long-term client relationships.Develop and maintain long-term client relationships built on trust, fiduciary advice, and exceptional service.Prepare and review individual and business tax returns, including complex tax situations for high-net-worth clients and closely held businesses.Deliver proactive tax planning strategies integrated with overall financial and investment plans.Participate in business development and referral relationship management.Qualifications:CPA or EA designation required15+ years of tax planning, and tax preparation experienceExtensive experience preparing complex individual and business tax returnsExperience using ProSeries by Intuit software (or similar) a plus.
Vacancy posted 3 days ago
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