What are the responsibilities and job description for the Tax Senior/Manager/Sr Manager position at WhiteCap Workforce Solutions?
We invite you to join our dynamic team, where you'll have the chance to work on challenging and rewarding projects. This position offers a tremendous opportunity for growth and development in the field of taxation, working with a diverse range of clients and complex tax scenarios.
Key Responsibilities- Review complex federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities.
- Review gift tax returns and analyze quarterly and year-end tax projections and workpapers.
- Communicate clearly with clients via phone and email to request necessary information.
- Research federal, state, and cross-border tax issues.
- Collaborate with partners and engagement teams on tax planning strategies.
- Mentor, train, and supervise staff alongside the management team.
- Bachelor’s degree required, with preferred fields of study in Accounting, Finance, and/or Taxation.
- CPA certification required.
- 3 years of recent or current experience servicing High Net Worth and/or Family Office clients.
- Proficiency with GoSystem Tax RS is a plus.
We are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Salary : $80,000 - $175,000