Senior Tax

Job DescriptionESSENTIAL DUTIES AND RESPONSIBILITIES include but are not limited to:• Prepares income tax returns for individuals, partnerships, S-Corporations, C-Corporations, trusts, estates, and/or nonprofit organizations by collecting, analyzing and formatting financial information.• Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation.• Conducts appropriate tax research including documentation and codification of facts, law and conclusions.• Reviews and analyzes all supplied financial information for accuracy and inconsistencies.• Uses the appropriate accounting software or system to prepare tax returns.• Submits tax returns for review.• Maintains understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses.• Use of CCH Axcess/Prosystem, Caseware, QuickBooks, Sharefile, SurePrep, RIA Checkpoint, and Microsoft Office.• Performs other related duties as assigned.

Requirements

EDUCATION AND EXPERIENCE:• Bachelor's Degree• CPA and/or JD, or working toward license, preferred.• 3-5 years of public accounting experience with a focus in tax• Experience with pass through entities and high-net-worth individuals and family groups

Authorization to work lawfully in the US without sponsorship is required.

Local candidates to the Tri-State area (PA/NJ/DE) are encouraged to apply.