Senior Tax - PCS / HNWI
Regal Executive Search, Pasadena California
Tax Senior Associate, PCS / HNWI
Our client, a rapidly growing regional accounting firm, is currently looking for a Tax Senior Associate for its Private Client Services / High Net Worth tax practice.
Our Private Client Services practice works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner.
We are dedicated to helping our clients achieve their long term goals by delivering highly personalized solutions that suit their unique needs. Our firm as well as our Private Client Services tax practice continues to take on new opportunities and grow, therefore, creating our need to fill this position.
Our ideal candidate will have an extensive and diverse tax background with a focus in providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax; strong interpersonal skills with an approachable and professional demeanor that allows them to work well with others; excellent verbal and written communication skills; ability to coordinate, prioritize, and successfully meet multiple deadlines; thrives in a fast paced and dynamic environment; is a team player but able to work independently.
Identify, research, and provide analysis on a wide range of complex tax issues;
Demonstrate extensive technical skills with tax compliance assignments for partnerships, S-corporations, trusts, and individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114;
Perform as part of a multidisciplinary team;
Assist with tax-planning responsibilities for individual clients;
Supervise associates and teach technical concepts to less experienced staff;
Clearly communicate work plan and objectives to project supervisor and manage project assignments;
Apply tax technical knowledge to specific client situations;
Develop trusted relationships with client personnel and collaborate with clients to compile project information and resolve issues;
Deliver a high quality project on time and on budget; and
Effectively manage a team of people to deliver a technically and quantitatively correct work product.
Bachelor' s degree in Accounting;
Advanced degree and licensure preferred: MST, MAcc, JD/LLM, CPA;
Three or more years of experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns
Proficiency with Microsoft Office Suite, specifically in Excel, PowerPoint, and Word;
Proficiency with BNA Income Tax Planner;
Prior experience in researching technical tax issues in RIA, CCH IntelliConnect, BNA, and/or Lexis-Nexis and in preparing tax memoranda;
Experience managing projects including scheduling, budgeting, corresponding with clients, and billing;
Experience with Gift, Estate, and Trust tax planning and compliance experience a plus;
Experience with consulting on various international tax matters, such as cross-border and pre-immigration planning and related compliance matters a plus;
Prior Big 4 experience a plus;
It is our policy to provide equal employment opportunity to all employees and applicants for employment without regard to race, sex, color, creed, religion, national origin, age, disability, marital status or sexual orientation in accordance with all applicable laws, directives and regulations of federal, state and city entities.
Competitive Salary plus Medical, Dental, Vision, 401K and Retirement Plan Benefits.