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Current Openings

Tax Senior


  • B.A./B.S. degree with required coursework to sit for CPA exam, CPA license preferred
  • 3-5 years or more years of corporate or partnership tax experience
  • Strong quantitative, analytical and technology capabilities
  • Excellent research skills and strong written and verbal communications skills required
  • Working knowledge of Excel, Word and skills working with tax tools and resources.


  • Provide tax compliance and advisory services to wealthy individuals and family groups including preparation and review of complex tax returns including Corporate, Partnership, LLC, Individual, Trust, Estate and Gift returns.
  • Assume tax-planning responsibilities for federal and individual clients, participate in complex tax research projects for clients, and research a wide range of tax issues related to business transactions for a variety of entities and their affiliates.
  • Research and consult on various tax matters, respond to IRS and other tax authority inquiries when requested, make recommendations to the client for consideration.
  • Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives.
  • Proactively build relationships and communicate effectively with the client to provide superior client service.
  • Supervise and lead the staff through counsel, guidance and coaching. Evaluate performance on client engagements.
  • Invest in professional development through active participation in training sessions and networking events both internally and externally.
  • Assist with recruiting activities to include campus recruiting along with referring experienced. individuals to the firm and participating in the firm's Employee Referral Bonus Program.
  • Demonstrate excellent team skills, positive attitude and high ethical standards.
  • Work diligently towards acquisition of CPA license, if not already licensed.
  • Work diligently towards obtaining of CPA license, if not already licensed.
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