Senior Tax Advisor - High-Wealth Planning

Abacuspro; Branson (MO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health, Dental, and Vision insurance

Company-Paid Life and Disability

Supplemental benefits (life, critical,

401(k) plan with employer contribution

Professional growth & learning via Be​

Job summary

Current seeks a Senior Accountant in Traditional Tax based in Branson, MO to manage complex tax engagements for high-wealth owners across industries. You will oversee the preparation and review of federal, state, and local returns, ensure compliance, and provide strategic planning.

You will participate in client meetings to present results and strengthen relationships. The role supervises Staff Accountants and Interns, mentors junior staff, and works with audit and accounting teams.

Qualifications

• Bachelor’s degree in Accounting required.
• Master’s degree and CPA certification preferred.
• Minimum of five years of public accounting tax experience, with at least one year in a supervisory role.
• Strong knowledge of tax law and compliance standards required.
• Proficiency in Microsoft Office; experience with UltraTax, QuickBooks, QuickBooks Online, and AdvanceFlow preferred.
• Must pass a CJIS background check.

Responsibilities

• Prepare and review complex individual, corporate, partnership, and trust tax returns.
• Manage tax engagements from planning through completion, ensuring accuracy, timeliness, and compliance.
• Supervise, mentor, and review the work of Staff Accountants and Interns.
• Develop and implement tax planning strategies for high-wealth business owners and their entities.
• Conduct tax research and provide technical guidance to clients and team members.
• Regularly communicate with clients to gather information, review tax strategies, and deliver final returns.
• Assist Managers and Partners in presenting tax solutions and advising clients on financial matters.
• Ensure all tax filings are completed accurately and submitted by required deadlines.
• Identify opportunities for process improvements within the Traditional Tax department.
• Collaborate with audit and accounting services teams to provide integrated client support.

Skills

Tax expertise

Leadership

Client relationship management

Analytical thinking

Organization

Confidentiality

Supervision

Communication

Education

Bachelor’s degree in Accounting

Master’s degree and CPA

Tools

UltraTax

QuickBooks

QuickBooks Online

AdvanceFlow

Microsoft Office

Job description

Current seeks a Senior Accountant in Traditional Tax based in Branson, MO to manage complex tax engagements for high-wealth owners across industries. You will oversee the preparation and review of federal, state, and local returns, ensure compliance, and provide strategic planning.

You will participate in client meetings to present results and strengthen relationships. The role supervises Staff Accountants and Interns, mentors junior staff, and works with audit and accounting teams.