Tax Senior - Wealth Management Firm

Job Description

A wealth management firm is adding a TAX SENIOR to their team!


As a Tax Senior, you will be responsible for preparing and reviewing tax returns, bookkeeping, tax planning and tax strategy.


The position is mostly REMOTE with occasional visits to the office to meet with clients.


Essential Job Functions:


- MUST BE A CPA OR EA


- Prepare and review tax returns


- Develop and maintain client relationships


- Provide bookkeeping


- Tax Planning


- Perform complex tax research and analysis


- Tax Strategy


Skills:


- 4+ years of strong tax experience


- Certified Public Accountant (CPA) designation, or Enrolled Agent (EA)


- Experience working with Quickbooks


- Excellent communication and interpersonal skills


This is an amazing opportunity to join a growing company.


The position requires related experience working in external relationship management
Strong organizational skills, attention to detail and flexibility
Strong written and verbal communication skills
Ability to work effectively with cross-functional teams in a fast-paced environment
Self-driven individual, ability to work with minimal direction

If this sounds like the type of opportunity you see yourself transitioning into next, contact Julie Gross at View phone number on click.appcast.io. Resumes may be sent confidentially to View email address on click.appcast.io .


All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.