Senior Tax Accountant
Core
Senior tax accountant specializing in complex partnership, real estate, and high-net-worth individual taxation, providing proactive planning and compliance for multi-entity structures.
Role type
Senior IC tax accountant (real estate & partnerships)
Builds
Tax returns, financial statements, and strategic tax plans for high-net-worth clients and family offices
Domain
Accounting & Taxation (Real Estate, Trusts, Estates, Pass-through entities)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
Complex partnership taxation, Real estate tax, Trust and estate taxation, High-net-worth client management, Multi-state tax issues, Tax research and analysis, Financial statement review, Tax planning strategy
Preferred skills
704(b), 704(c), 754, 1031, 163(j), 199A, 199A, pass-through entities, Lacerte, CCH Workstream, SafeSend, Laserfiche, QuickBooks, Office 365
Responsibilities
Prepare and review complex Partnership, S Corporation, Individual, Trust and Estate returns; Prepare and adjust from client trial balances and books; Participate in proactive tax planning throughout the year; Coordinate with attorneys, wealth advisors and outside advisors; Perform tax research and prepare written analyses; Assist with tax controversy examinations and notices; Mentor and develop junior staff
Seniority
Senior, hands-on IC