Tax Senior Associate or Supervisor - Private Client Services
$90,000–$143,000 year
On-site · Midland, Texas, United States or Little Falls, New Jersey, United States
Job Summary
The Tax Senior Associate or Supervisor for the Private Client Services team will plan, prepare, and deliver client work independently with limited supervision. Key responsibilities include managing multiple assignments related to tax planning and compliance for high-net-worth individuals, trusts, and estates. Required qualifications include a Bachelor’s degree in Accounting, CPA or CPA candidate status, and 2-4 years of public accounting experience, specifically in federal tax returns. Familiarity with software like Quickbooks and CCH Axcess is essential. Preferred qualifications include a Master's degree and mentoring abilities.
Required Qualifications
- Bachelor’s degree in Accounting or related field
- CPA or CPA candidate
- 2-4+ years of experience in public accounting
- Experience preparing and/or reviewing federal tax returns for high-net-worth individuals, trusts, estates, and closely-held businesses
- Familiarity with Quickbooks, CCH Axcess, CCH Engagement, or similar software
Desired Qualifications
- Master’s degree in Accounting or related field
- Ability to mentor and help develop less experienced staff
Additional Requirements
- Currently, we are not accepting resume submissions from third-party staffing agencies for this role.
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