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Senior Tax - PCS / HNWI

Senior Tax - PCS / HNWI

Regal Executive SearchPasadena, CA, United States
1 day ago
Job type
  • Full-time
Job description

Tax Senior Associate, PCS / HNWI

Our client, a rapidly growing regional accounting firm, is currently looking for a Tax Senior Associate for its Private Client Services / High Net Worth tax practice.

Our Private Client Services practice works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate, and partner.

We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Our firm, as well as our Private Client Services tax practice, continues to take on new opportunities and grow, creating our need to fill this position.

Our ideal candidate will have an extensive and diverse tax background with a focus on providing tax and consulting services to high net worth individuals in areas such as individual income tax, wealth transfer and succession planning, and international tax; strong interpersonal skills with an approachable and professional demeanor; excellent verbal and written communication skills; the ability to coordinate, prioritize, and meet multiple deadlines; thrive in a fast-paced and dynamic environment; be a team player but also able to work independently.

Responsibilities Include :

  • Identify, research, and analyze a wide range of complex tax issues;
  • Demonstrate extensive technical skills with tax compliance assignments for partnerships, S-corporations, trusts, and individual tax clients, proficiently working with forms such as 1040, 1041, 709, and FinCEN 114;
  • Perform as part of a multidisciplinary team;
  • Assist with tax planning responsibilities for individual clients;
  • Supervise associates and teach technical concepts to less experienced staff;
  • Communicate work plans and objectives clearly to project supervisors and manage project assignments;
  • Apply tax technical knowledge to specific client situations;
  • Develop trusted relationships with client personnel and collaborate with clients to gather information and resolve issues;
  • Deliver high-quality projects on time and within budget; and
  • Manage a team effectively to produce technically and quantitatively correct work.

Qualifications :

  • Bachelor's degree in Accounting;
  • Advanced degree and licensure (MST, MAcc, JD / LLM, CPA) preferred;
  • Three or more years of experience working with high net worth individuals, providing tax planning, reviewing workpapers, and preparing income tax returns;
  • Proficiency with Microsoft Office Suite (Excel, PowerPoint, Word);
  • Experience with BNA Income Tax Planner;
  • Experience researching technical tax issues using RIA, CCH IntelliConnect, BNA, LexisNexis, and preparing tax memoranda;
  • Experience managing projects including scheduling, budgeting, client communication, and billing;
  • Experience with Gift, Estate, and Trust tax planning and compliance is a plus;
  • Experience consulting on international tax matters, such as cross-border and pre-immigration planning, is a plus;
  • Prior Big 4 experience is a plus.
  • It is our policy to provide equal employment opportunity to all employees and applicants without regard to race, sex, color, creed, religion, national origin, age, disability, marital status, or sexual orientation, in accordance with applicable laws.

    Competitive salary plus Medical, Dental, Vision, 401K, and Retirement Plan benefits.

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    Tax Senior • Pasadena, CA, United States

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