Senior Tax Associate - Private Client Wealth

Weaver; United States; À distance; USD 90 000 - 143 000; Plein temps

Avantages offerts par ce poste

Health benefits

401(k) plan

Flexible STO

Sick and safe leave (56+ hours)

11 holidays

Recharge days

Résumé du poste

Weaver’s Private Client Services team seeks a Tax Senior Associate or Supervisor to deliver tax planning and compliance for high-net-worth individuals, trusts, estates, and closely held businesses. You will work with Managers, Senior Managers, and Partners, applying independence and initiative.

The role requires a BA in Accounting, CPA or CPA candidate, and 2–4+ years in public accounting, with familiarity in QuickBooks, CCH Axcess, or CCH Engagement.

Qualifications

• Bachelor’s degree in Accounting or related field.
• CPA or CPA candidate.
• 2-4+ years of experience in public accounting.
• Experience preparing and/or reviewing federal tax returns for high-net-worth individuals, trusts, estates, and closely-held businesses.
• Familiarity with QuickBooks, CCH Axcess, CCH Engagement, or similar software.

Responsabilités

• Plans, prepares, and delivers client work to Managers, Senior Managers, and Partners independently and with limited supervision.
• Demonstrates initiative, teamwork, and effective communication while managing multiple assignments.

Connaissances

Tax preparation

Public accounting

Communication

Formation

Bachelor’s degree in Accounting

Master’s degree (preferred)

Outils

QuickBooks

CCH Axcess

CCH Engagement

Description du poste

Weaver’s Private Client Services team seeks a Tax Senior Associate or Supervisor to deliver tax planning and compliance for high-net-worth individuals, trusts, estates, and closely held businesses. You will work with Managers, Senior Managers, and Partners, applying independence and initiative.

The role requires a BA in Accounting, CPA or CPA candidate, and 2–4+ years in public accounting, with familiarity in QuickBooks, CCH Axcess, or CCH Engagement.