Tax Senior Associate - Private Client Services (PCS)

HBK Family Opportunity

HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships.

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBK Family.

Qualifications

• Bachelor's Degree required.
• 2+ years previous public accounting experience with a strong concentration in individual taxation.
• Trust and Estate experience is a plus.
• Successful candidate should have CPA or on a timeline of obtaining within a reasonable amount of time from date of hire.
• Ability to research and resolve complex issues with minimal oversight.
• Experience in planning and supervising. Larger engagement, previous tax return preparation experience is required.
• Solid research and writing skills, excellent verbal communication and presentation skills and the ability to interact with all levels of staff and clients.
• A competent working knowledge of accounting, auditing and tax software is required.

Responsibilities

• Responsible for preparing, reviewing, and/or executing assigned HNW Individuals' tax returns and accounting/consulting projects, working directly with Partners and Senior Managers.
• Complete moderately complex projects accurately, thoroughly, and efficiently.
• Supervising and leading members of our internal team to ensure client engagements and projects are delivered in a timely manner.
• Participate with more experienced personnel in coordinating large client engagements, identification of problems, tax law and computer model analysis and helping clients determine optimal strategies.
• Continually participate in professional and personal development, including appropriate technical trainings.
• Demonstrate leadership skills in support of all firm policies and procedures to promote teamwork and loyalty.
• Promote and create positive client and team member impressions by exhibiting professional demeanor, competence, and ability.

Benefits We Offer:

• Competitive Compensation.
• Lucrative New Business & Employee Referral Bonuses.
• Anniversary Bonus.
• Open Paid-time-off policy.
• We provide a flexible work environment to offer work/life balance.
• 401(k) plan with company match and profit sharing.
• Medical, dental, and vision insurance.
• Company Paid Life Insurance.
• Affordable Short- & Long-Term Disability Insurance.
• Affordable Accidental and Critical Illness Insurance.
• 9 Paid holidays.
• Tuition Reimbursement.
• Annual Performance Reviews.
• And Much More

HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Please see the below link for Benefit details:

HBK Benefits