Senior Tax Associate
Houston, TX 77082 US
Posted: 10/10/2024
Employment Type: Direct Hire
Job Function: Accounting/Finance
Job Number: 23735
Pay: $90,000-$110,000
Remote / Hybrid Jobs: Hybrid
Job Description
A fast-growing, award-winning wealth management firm is seeking a Senior Tax Accountant to provide year-round tax planning and compliance services. The ideal candidate has extensive experience in public accounting, strong communication skills, and technical expertise. Working effectively in a team, the new member will enhance business efficiency by overseeing multiple projects, providing client support, and ensuring compliance with applicable regulations.
Salary + Additional Benefits:
- $90,000-$110,000
- 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure
- Best and brightest leaders will have opportunities to buy into and become owners in the firm over time
- 10 paid holidays and 15 PTO days to use at your discretion
- Employer paid Health/Dental/Vision insurance premiums for individuals and families
- Employer HSA contributions
- Employer paid Life and Long-Term Disability
- Sign-on Bonus
Responsibilities:
- Collaborate with existing tax team to implement the continuously-expanding vision of the tax department of our firm.
- Prepare and review individual, trust, estate, S corporation, partnership, and state returns prepared by our team of tax professionals.
- Participate in high level client-interfacing activities targeted to build lasting client relationships.
- Interface with existing tax team to manage tax compliance and year-round tax planning.
- Perform tax projections for clients in close coordination with the Wealth Management Advisors.
- Consult on client cases as the in-house expert for tax projections throughout the year when optimizing Roth conversions, selling real estate, and other tax sensitive situations.
- Build models for running different tax scenarios for specific client-related situations.
- Identify and implement procedures to mitigate inefficiencies in the Tax Compliance function.
- Support in-house marketing efforts by writing educational articles that are pertinent to clients and prospective clients.
- Expect longer hours during tax season with lots of flexibility through the rest of the year.
Requirements:
- CPA or EA license preferred
- Master’s degree in Accountancy preferred
- Experience as a tax Senior at a reputable CPA firm, required
- 2-3 or more years of public accounting experience with a focus on individual, trust, and small business returns
- Strong technical and interpersonal skills
- Strong written and oral communication skills
- Very detail-oriented with an ability to work on several concurrent projects and tax returns
- Confident, poised and professional in appearance
- Ability to take on creative challenges and manage workload on tight deadlines
- Ability to collaborate and contribute to a team environment
- Experience in consulting with high-net worth corporate executives, trusts and/or small businesses preferred
- Experience with states & foreign reporting preferred
Meet Your Recruiter
Sarah Colvill
Senior Search Director - Murray Professional
Specializing in matching talent with exciting opportunities in Human Resources, Accounting/Finance, Sales, Marketing, Administrative, and Customer Service.
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