Senior Tax Advisor for High-Net-Worth Clients

LeoForce; Scottsdale (AZ); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Great Benefits

Paid Time Off

10+ Holidays

40 Hour Busy Seasons

Job summary

LeoForce in Scottsdale, AZ is seeking a Tax Senior to join our elite Accounting + Finance team. You will manage and review tax projects for high net worth individuals, S-Corps, and multi-state matters, ensuring compliance with federal, state, and local laws.

The ideal candidate has a Bachelor's in Accounting or Finance, at least 5 years in tax, proficiency with tax software and Microsoft Office, and strong communication skills. CPA is preferred.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 5+ years of experience in tax senior roles.
• CPA certification is preferred.
• Experience with high net worth individuals, S-Corporations, and federal/state tax.

Responsibilities

• Managing and executing tax projects, ensuring compliance with local, state, and federal tax laws.
• Preparing and reviewing complex tax returns for high net worth individuals, corporations, and partnerships.
• Advising clients on tax planning strategies to minimize tax liabilities and maximize savings.
• Researching and interpreting tax legislation to provide accurate advice to clients.
• Assisting with the preparation of 1120S, real estate tax, gift tax filings, and other related tax documents.
• Collaborating with internal and external stakeholders to streamline tax processes and procedures.
• Staying updated with the latest industry trends and changes in tax laws to provide accurate and timely advice to clients.

Skills

Analytical skills

Communication skills

Attention to detail

Time management

Education

Bachelor's degree in Accounting or Finance

Tools

Tax software

Microsoft Office

Job description

LeoForce in Scottsdale, AZ is seeking a Tax Senior to join our elite Accounting + Finance team. You will manage and review tax projects for high net worth individuals, S-Corps, and multi-state matters, ensuring compliance with federal, state, and local laws.

The ideal candidate has a Bachelor's in Accounting or Finance, at least 5 years in tax, proficiency with tax software and Microsoft Office, and strong communication skills. CPA is preferred.