Tax Senior

Our client is a boutique financial advisory firm that provides their clients with best-in-class service because they are an inclusive, diverse, and entrepreneurial firm that offers their people the opportunity to pursue their individual goals as they develop into best-in-class professionals.  They look for professionals having the ability to thrive in an energetic environment and are consistently dedicated to delivering nothing short of excellence to their clients.  They seek to provide their people with a work-life balance that allows them to achieve their career goals while also pursuing personal interests.  They are currently seeking an experienced Tax Senior to join their team.  Please see more information on the position below and apply today!


  • Preparing complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities
  • Preparing gift tax returns
  • Preparing quarterly and year-end tax projections
  • Preparing and maintaining tax workpapers
  • Delivering clear requests for information
  • Responding to Federal, state, and local tax notices
  • Researching Federal, state, and sometimes international tax issues


  • Bachelor’s degree in Accounting and/or Finance
  • At least 5+ years of relevant experience
  • Strong working knowledge of Microsoft Office Suite
  • QuickBooks experience
  • Understanding of stock options (preferred)
  • Strong communication skills
  • Enrolled Agent / CPA Certification
  • Excellent analytical and problem-solving skills
  • Strong time management skills
  • Tech savvy