Senior Tax Professional

Kforce Inc; New York (NY); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Kforce Inc., a leading New York-based wealth management and tax advisory firm, seeks a Senior Tax Professional with 5+ years of experience. The role involves preparing and reviewing individual, trust, corporate, and employee benefit tax returns and advising clients on tax strategies.

It offers a hybrid in-office/work-from-home option and competitive benefits. The ideal candidate has a strong background in tax accounting and compliance, excellent client service, and the ability to collaborate

Qualifications

• Bachelor's and/or Master's degree required.
• Enrolled Agent certification preferred.
• 5+ years of related tax experience.
• Strong tax accounting and tax compliance skills.
• Strong organizational and analytical skills.
• Attention to detail and timeliness.
• Ability to convey complex tax information clearly.

Responsibilities

• Engage and implement client solutions from beginning to end.
• Prepare tax returns for clients with varying complexity.
• Review returns prepared by junior staff.
• Interact with clients to gather information and resolve issues.
• Collaborate with partners and staff to deliver timely work for high-net-worth clients.

Skills

Tax accounting

Tax compliance

Client advisory

Analytical skills

Communication skills

Education

Bachelor's degree

Master's degree

Enrolled Agent certification

Tools

CCH PROfx

Net Docs

BNA Tax Planner

Microsoft Office

Job description

Kforce's client, a leading New York based independent wealth management/tax consulting firm, is currently seeking a Senior Tax Professional with 5+ years of experience. Summary: In this role, the Senior Tax Professional will be responsible for preparation and review of individual, trust, corporate, and employee benefit tax return. They will also advise clients on tax strategies. This firm offers a hybrid in office/work from home option, very competitive compensation, and comprehensive benefits.

Responsibilities

• As a Senior Tax Professional, this role will engage and implement client solutions from beginning to end
• Prepare tax returns for clients with various degrees of complexity
• Review returns prepared by junior staff
• Proactively interact with clients to gather information, resolve tax related issues
• The Senior Tax Professional will work with tax partners and advisory staff to develop timely work products for high-net-worth client base

Requirements

• Bachelor's and/or Master's degree
• Enrolled Agent certification preferred
• 5+ years of related tax experience
• Strong tax accounting/tax compliance skills
• Strong organizational and analytical skills
• Attention to detail, accuracy, and timeliness
• Great listening and customer service skills; Ability to convey complex tax information in an approachable way
• Proficiency in CCH PROfx, Net Docs, BNA Tax Planner and Microsoft Office suite preferred

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.