Tax Senior Staff

Big City Career. Mountain Town Lifestyle.

This position is available to a highly motivated individual with 2-4 years of public accounting experience that is based in Nashville, TN. Individuals are encouraged to participate in firm funded bi-annual team retreats to the Aspen, CO area, enjoying all that the Roaring Fork Valley has to offer.

As the leading Aspen, Colorado CPA firm for over 60 years, Reese Henry & Company has established itself as a national leader in the high-net-worth demographic with a full suite family office practice to further multi-generational needs. We've since expanded our operations to include an office in Nashville, TN. Reese Henry & Company offers a big city career in a progressive boutique accounting firm serving a highly sophisticated global client base.

Solidify your long-term professional career in a dynamic CPA firm with a competitive compensation package, flexible work locations and integrate into the work life balance available to all professionals, e.g., half-day summer Fridays and sabbatical program.

The Opportunity: Excellent opportunity for tax professionals with 2-4 years of experience within a public accounting environment who have exposure to corporate engagements, family office structures, private client services, pass through entities, partnerships, S Corps, & estate planning. Our goal is to provide an unmatched quality of life along with engaging work and growth opportunities.

Key Qualifications:

Technical Skills

• Displays a fundamental understanding of firm processes and systems and works with internal teams to utilize the same to produce timely and quality work product.
• Demonstrates the ability to efficiently and effectively use firm software, e.g., CCH Tax, CCH Document, CCH Time Entry, QBs, Excel, etc.
• Detail review financials, proposing changes, reclasses and tax entries to use during tax return process.
• Assists others in resolving problems related to systems or software.
• Organize tax documentation and correspondence within software.
• Prepare all types of tax returns without overrides (1040, 1065, 1120S, 1120, 990, 1041, etc.).
• Address and clear all diagnostics, with notes to the reviewer on open items, positions and decisions.
• Participates in quarterly, annual, or one-off planning engagements with client (with supervision).
• Ability to identify / raise potential tax issues as part of the preparation of returns and workpapers.
• Displays working knowledge of tax research platforms .
• Demonstrates the ability to research tax issues and outline finds and conclusions to reviewer.
• Archives tax position support indicating whether it is authoritative or nonauthoritative (professional commentary, IRC sections, IRS guidance, PLR, etc.)
• Ability to draft IRS abatement letters (with supervision).
• Demonstrates an understanding of basic state taxation issues.
• Provides accurate calculations on complex book-to-tax differences.
• Demonstrates ability to perform a thorough self-review of work.
• Takes initiative to learn tax concepts where there is a knowledge gap (through CPE plan or outside research).
• Cohesively works with project teams to best serve client needs in the most efficient and effective manner

Client Satisfaction

• Needs and expectations of client are met timely, consistently, and with a high level of service

Quality of Work

• Performs at a high level, work is completed accurately (few or no errors), efficiently, timely and within deadlines with minimal supervision

Communication Skills

• Written and oral communications are clear, organized, timely, and effective; listens and comprehends well

Judgement & Decision Making

• Makes thoughtful, well-reasoned decisions; exercises good judgment, resourcefulness, and creativity in problem-solving

Initiative/Reliability/Flexibility

• Often seeks out additional responsibility; identifies problems and solutions; thrives on new challenges and adjusts to unexpected changes

Teamwork/Company Culture

• Respectful of colleagues when working with others and makes valuable contributions to help the group achieve its goals

Charge Hour Goal/Realization

• Meets financial and charge hour goals, manages time and workload efficiently, seeks out additional work as necessary

Learning & Development

• Continually seeks ways to strengthen performance and regularly monitors new developments in field of work. Adheres to CPE requirements for relevant licenses or 40 hours per year.

Administrative

• The capability to efficiently manage and execute organizational tasks and processes. This includes maintaining records, coordinating schedules, handling correspondence, and ensuring smooth day-to-day operations.

Community

• The skill of building and nurturing a sense of belonging and collaboration within a group. This included your local communities within RH and outside of RH. This involves fostering relationships, encouraging participation, and creating an inclusive environment where everyone feels valued.

Balance

• The ability to maintain a healthy equilibrium between work and personal life, ensuring that neither negatively impacts the other. This includes time management, stress management, and prioritizing tasks effectively.

We look forward to connecting with you!