Senior Tax – High Net Worth
KSM (Katz, Sapper & Miller)
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Provide tax compliance and advisory services to High-Net-Worth Individuals
- Performs diversified accounting and tax assignments under the direction of supervisors, managers or partners
- Demonstrates competency in technical skills, work quality and application of professional and firm standards
- Meets time constraints and client deadlines
- Participates in planning and scheduling client engagements
- Assists staff, where applicable, in work to be performed
- Prepares and indexes work papers; performs various procedures to verify client information
- Prepares complicated tax returns
- Suggests client tax planning ideas to managers, directors or partners
- Thinks analytically and understands the 'big picture' of each engagement
Requirements
- CPA certification or working towards obtaining
- Minimum of 3 years of related experience in public accounting with a strong technical background in high-net-worth individual taxation
- Bachelors or Master's degree in accounting
- Strong attention to detail and accuracy
- Exceptional organizational skills
- Client (internal and external) service oriented
- Creative and persistent problem solver
- Ability to handle sensitive situations and confidential information
- Flexible and adaptable
- Ability to prioritize changing workloads
- Ability to work independently, exercise good judgment and be resourceful
Benefits
- flexibility to manage your time
- resources to grow
- a workplace where career and personal life can thrive together
- collaboration, curiosity, and excellence culture
- employee-owned since 2001
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax compliancetax advisoryaccountingtax returns preparationwork papers preparationclient information verificationtax planning
Soft skills
attention to detailorganizational skillsclient service orientationproblem solvingflexibilityadaptabilityindependencejudgmentresourcefulness
Certifications
CPA certification