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Financial Advisor
Financial AdvisorJobot • Clifton Park, NY, US
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Financial Advisor

Financial Advisor

Jobot • Clifton Park, NY, US
30+ days ago
Job type
  • Permanent
Job description

NEW!! Tax Supervisor - Top 50 CPA firm in LA - Century City - Hybrid

This Jobot Job is hosted by : Jeffrey Skarvan

Are you a fit? Easy Apply now by clicking the "Apply" button

and sending us your resume.

Salary : $115,000 - $135,000 per year

A bit about us

This is a hybrid role based out of the beautiful Century City - Los Angeles offices - We are expanding our division and looking for a Tax Supervisor to join our Award-Winning Team! We believe that providing quality service to our high-profile clients starts by providing a great work-life to our employees. We provide our employees with a good quality of life by providing top salaries and flexible work hours!

If you are interested in joining a Top 50 accounting firm with High Salaries, Work / Life Balance, and a clear Partner Track, keep reading...

Why join us?

Do you want to help Enterprise companies without sacrificing personal life balance?

  • $115,000-$135,000!
  • Extremely Competitive Benefits Package!
  • Accelerated Career Growth!

Job Details

Job Details

As a Permanent Tax Supervisor, you will play a pivotal role in our dynamic Accounting + Finance team. This exciting opportunity will allow you to leverage your expertise in tax returns, tax planning, GAAP, GAAS, tax preparation, tax review, and other key areas. You will be responsible for managing tax compliance for HNW (high net worth) individuals, estates, trusts, gifts, S-Corps, and partnerships. You will also be involved in strategic tax planning and advising clients on tax implications. This role requires a minimum of 5+ years of experience in the field.

Responsibilities

  • Supervise prep and review the preparation of federal and state tax returns for individuals, trusts, gifts, partnerships, and SCorps.
  • Provide tax planning and consulting to our firm's high net worth clients.
  • Manage, direct, and monitor multiple client engagements as well as serve as a business advisor to the client.
  • Identify and mitigate tax risks.
  • Coordinate accounting staff and assess their performance.
  • Manage tax provision and tax compliance process.
  • Improve processes by developing or implementing best practices.
  • Assist with tax audits and tax returns.
  • Prepare all tax paperwork in accordance with regulations and deadlines.
  • Provide innovative tax planning and review complex income tax returns.
  • Qualifications

  • Bachelor's degree in Accounting or Finance. A CPA, Enrolled Agent, or membership of the Bar is preferred.
  • Minimum of 5+ years of experience in public accounting or related field.
  • Proficient in tax compliance and planning for high net worth individuals, estates, trusts, gifts, SCorps, and partnerships.
  • Strong knowledge of GAAP, GAAS, and tax preparation software.
  • Excellent analytical and time management skills.
  • Strong supervisory experience.
  • Exceptional client service along with the ability to develop excellent client relationships.
  • Strong leadership and personnel management skills.
  • Analytical skills with detail orientation.
  • Excellent written and verbal communication skills.
  • Proficient with Microsoft Office Suite or related software. Proficiency with tax software and technology.
  • Ability to manage multiple projects and meet deadlines.
  • Join our team and contribute to an environment that is both challenging and rewarding. Apply today and take the next step in your career.

    Interested in hearing more? Easy Apply now by clicking the "Apply" button.

    Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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    Financial Advisor • Clifton Park, NY, US

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