What are the responsibilities and job description for the Senior Tax Accountant position at SR Staffing?
Location: Westport, CT (Hybrid – 3 days in office per week)
Compensation: Up to $130,000 Total Compensation (Base Bonus)
Client: Prestigious Family Office
About the Family Office
Our client is a well-established Family Office that provides comprehensive financial, tax, and investment services to high-net-worth individuals and families. Known for its personalized approach and long-term relationships, this office offers a collaborative environment and exposure to complex tax matters.
Position Overview
The Tax Senior will be responsible for preparing and reviewing tax returns for high-net-worth individuals, partnerships, and related entities. This role requires strong technical skills in individual and partnership taxation, as well as the ability to manage multiple priorities in a fast-paced, client-focused setting.
Key Responsibilities
- Tax Preparation & Review: Prepare and review federal and state tax returns for HNW individuals, partnerships, trusts, and related entities.
- Tax Planning: Assist with proactive tax planning strategies to optimize client outcomes.
- Compliance: Ensure accurate and timely filing of all tax returns and related documents.
- Research: Conduct tax research on complex issues and provide recommendations.
- Client Interaction: Communicate with clients and internal teams to gather information and resolve issues.
- Collaboration: Work closely with senior leadership and other departments to deliver exceptional service.
Qualifications
- Education: Bachelor’s degree in Accounting or related field; CPA preferred.
- Experience:3 years of tax experience in public accounting or family office environment.
- Strong background in high-net-worth individual and partnership returns.
- Technical Skills: Proficiency in tax software and Microsoft Office Suite.
- Soft Skills: Excellent communication, organizational, and problem-solving abilities.
Why Join?
- Competitive compensation up to $130K total package.
- Hybrid schedule: 3 days in-office per week for collaboration and flexibility.
- Opportunity to work with sophisticated clients and complex tax structures.
- Collaborative, family-oriented culture with work-life balance.
- Long-term career growth within a stable and respected organization.
Salary : $100,000 - $130,000
