Senior Tax Accountant
Core
Prepare and review personal and fiduciary income tax returns, provide tax projections, and offer strategic tax advisory services to high-net-worth individuals and private equity executives on equity compensation and carried interest structures.
Role type
Senior Tax Accountant (High-Net-Worth)
Builds
Tax returns, tax projections, financial plans, and strategic tax advisory reports for private clients.
Domain
Wealth Management / High-Net-Worth Tax Planning
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
income tax planning, financial planning, financial administration, multi-state tax filing, tax research, equity compensation tax optimization, IRC Section 1061 compliance, IRC Section 83(b) elections, AMT planning, CCH Axcess Tax, Bloomberg Tax, BNA software
Preferred skills
CPA license, CFP designation, Masters in Tax
Technologies
CCH Axcess Tax, Bloomberg Tax, BNA
Responsibilities
Prepare and review individual income tax returns including multi-state filings; Respond to tax notices and assist with tax audits; Provide strategic tax advisory services on equity compensation arrangements and carried interest structures; Review client financial reports including budgets and cash flow statements; Manage client relationships including billing and profitability; Navigate complex AMT planning and multi-state tax allocation issues.
Seniority
Senior, hands-on IC