Senior Staff - Tax - Private Asset Solutions

Adams Brown; Jonesboro (AR); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Flexible work environment

Substantial paid time off

Comprehensive benefits package

Competitive pay

Job summary

A leading tax and wealth management firm in Jonesboro seeks a Senior Staff member to prepare and review tax returns, advise clients on compliance and planning, and maintain strong client relationships. The ideal candidate holds a Master’s degree or relevant Bachelor's with CPA eligibility, and has 3–5 years of related experience. This role offers a flexible work environment with a comprehensive benefits package.

Qualifications

• 3–5 years in a relevant position or equivalent education/experience.
• Experience with individual, partnership, S corporation, and trust returns; knowledge of gift and estate is a plus.
• 3–5 years in a relevant tax position or equivalent education/experience.
• Experience with individual, partnership, S corp and trust returns; knowledge of gift and estate is a plus.

Responsibilities

• Advise clients on tax services, compliance, and wealth transfer.
• Prepare tax returns and conduct tax research.
• Review mid-level complexity individual and corporate tax returns.
• Maintain accurate billing records.
• Promote firm’s values and integrate practice development skills.
• Comply with continuing professional education requirements of the AICPA and State Boards.

Skills

Client advisory

Tax preparation

Tax research

Wealth management

Education

Master's degree in Accounting or Finance or Bachelor's with CPA eligibility

Licensed CPA or actively pursuing CPA certification

Job description

Overview

Senior Staff - Tax - Private Asset Solutions at Adams Brown. The role involves preparation and review of income tax returns and development into a multi-disciplinary professional focused on wealth management. This individual will work on the Private Asset Solutions focus area team and may lead and direct the work of others.

Responsibilities

• Advise clients on tax services, compliance, retirement planning and wealth transfer
• Prepare tax returns and conduct tax research to develop strategies and planning opportunities for clients
• Review mid-level complexity individual, trust, partnership and corporate tax returns
• Tax planning and client consulting
• Maintain accurate time and expense records to ensure proper billing of clients
• Comply with relevant continuing professional education requirements of the AICPA, State Board of Accountancy, and the firm
• Enhance the firm image by demonstrating executive presence in manner, speech, writing and professional appearance
• Collaborate with principals, managers, and staff to integrate practice development skills into a team approach to client service and new business development
• Maintain strong client service relationships and cross-sell services as appropriate
• Demonstrate knowledge of technical aspects of the job and related systems and procedures
• Communicate knowledge effectively through written and verbal means; continue developing communication skills
• Build knowledge of the firm’s industry lines and service offerings
• Promote the firm’s ideas, values, mission, and one-firm concept
• Proactively seek knowledge, new tasks, and responsibilities
• Performs other duties as assigned

Qualifications

• Master’s degree in Accounting or Finance, or bachelor’s degree with the 150-hour requirement to sit for the CPA exam
• Licensed CPA or actively working toward CPA certification
• 3–5 years in a relevant position or equivalent education/experience
• Experience with individual, partnership, S corporation and trust returns; knowledge of gift and estate is a plus

Working Conditions

Adams Brown promotes a flexible work environment with technology-focused and modern work arrangements. Offices are open 8:00 a.m.–5:00 p.m. Monday through Friday during tax season and close at noon on Fridays outside tax season. We are closed on major holidays and offer substantial paid time off, a comprehensive benefits package, competitive pay, and a culture of growth, clarity, and respect. Equal Opportunity Employer.

Additional Information

Location notes and additional job postings are not included in this refined description.