Senior Tax Accountant
Core
Prepare and review personal and fiduciary income tax returns, provide strategic tax advisory for high-net-worth individuals and private equity executives, and manage financial administration for multiple clients.
Role type
Senior Tax Accountant (High-Net-Worth)
Builds
Tax returns, tax projections, financial statements, and client financial plans
Domain
Wealth Management / High-Net-Worth Tax
Required skills
Income tax planning, multi-state tax filings, tax research, equity compensation tax (IRC 83(b), 1061), financial administration, client relationship management, tax projections, payroll tax review, CCH Axcess Tax, Bloomberg Tax
Preferred skills
CPA license, CFP designation, Masters in Tax
Technologies
CCH Axcess Tax, Bloomberg Tax, BNA
Responsibilities
Prepare and review individual income tax returns; Respond to tax notices and assist with audits; Provide strategic tax advisory on equity compensation and carried interest; Manage financial administration and bookkeeping for clients; Develop and maintain client relationships; Navigate complex AMT planning and multi-state tax allocation.
Seniority
Senior, hands-on IC
