Senior Tax & Private Asset Wealth Advisor

AdamsBrown, LLC; Enid (OK); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Flexible work environment

Generous paid time off

Competitive benefits

Job summary

Adams Brown, LLC in Enid, Oklahoma seeks an experienced tax professional to prepare and review income tax returns (1040, 1041, 1065 and 1120S) and support the Private Asset Solutions team. You will advise clients on tax strategies, research planning opportunities, and collaborate with wealth management colleagues to deliver holistic services.

The position offers growth into multi-disciplinary advisory work, potential leadership responsibilities, a flexible, technology-forward environment, strong

Qualifications

• Master’s degree in Accounting or Finance or bachelor’s with CPA hours to sit for CPA exam
• Licensed CPA or actively pursuing CPA certification
• 3–5 years in a relevant position or equivalent experience

Responsibilities

• Advise clients on tax services, compliance, retirement planning and wealth transfer
• Prepares tax returns and conducts tax research to develop strategies and planning opportunities for clients
• Reviewing mid-level complexity individual, trust, partnership and corporate tax returns
• Tax planning and client consulting
• Maintains accurate time and expense records for billing
• Complies with CPA and firm continuing education requirements
• Develops client service relationships and supports business development

Skills

Tax services

Client service

Communication skills

Confidentiality

Team collaboration

Professional ethics

Time management

Education

Master's degree in Accounting or Finance

Bachelor’s degree with CPA hours

Job description

Adams Brown, LLC in Enid, Oklahoma seeks an experienced tax professional to prepare and review income tax returns (1040, 1041, 1065 and 1120S) and support the Private Asset Solutions team. You will advise clients on tax strategies, research planning opportunities, and collaborate with wealth management colleagues to deliver holistic services.

The position offers growth into multi-disciplinary advisory work, potential leadership responsibilities, a flexible, technology-forward environment, strong