Tax Senior or Manager, HNWI & Corporate Tax
Overview
Everforth seeks a Tax Senior or Tax Manager to own complex tax compliance and strategic planning for high-net-worth individuals and corporations. You will lead engagements, mentor staff, and deliver proactive client service. This role offers 3+ years of public accounting growth with UltraTax and Lacerte software. You will shape tax strategies for 1040, 1065, 1120S, and 1041 returns while driving process efficiency.
What You'll Do7
- 1Prepare, review, and sign off on complex federal and state tax returns including 1040, 1065, 1120S, 1120, and 1041.
- 2Advise high-net-worth clients on advanced tax planning for wealth preservation and estate considerations.
- 3Supervise and mentor staff accountants, reviewing their work and providing constructive feedback.
- 4Serve as primary client contact for technical tax inquiries and strategic planning sessions.
- 5Conduct rigorous tax research on complex technical issues and formulate actionable recommendations.
- 6Drive efficiency through modern tax software and automation tools to ensure quality and timely delivery.
- 7Support firm growth by preparing proposals, leading introductory meetings, and identifying cross-selling opportunities.
Requirements8
- 1Active CPA license required or eligible to sit.
- 23+ years of public accounting experience.
- 3Demonstrated proficiency in managing 1040, 1065, 1120S, 1120, and 1041 returns.
- 4Deep knowledge of federal and state tax compliance.
- 5Familiarity with professional tax software such as UltraTax, Lacerte, or ProSystem fx.
- 6Advanced Excel capabilities for data analysis and modeling.
- 7Exceptional written and verbal communication skills, translating complex tax strategies for clients.
- 8Uncompromising integrity and ability to manage multiple concurrent deadlines under pressure.
Salary Insight
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