Senior Tax Strategist for High-Wealth Clients

Current

Branson (MO)

Sur place

USD 85 000 - 115 000

Plein temps

Il y a 9 jours

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Un CV et une lettre de motivation personnalisés, prêts à envoyer.

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Avantages offerts par ce poste

Health, Dental, and Vision Insurance
Company-Paid Life and Disability
Supplemental & Critical Illness
401(k) with employer contributions
Becker and LinkedIn Learning access

Résumé du poste

Current is seeking a Senior Accountant in Traditional Tax for high-wealth clients, based in Branson, MO. You will manage complex tax engagements, oversee returns, and guide staff while delivering compliant, strategic tax solutions.

This full-time role requires strong tax knowledge, supervisory experience, and collaboration with cross-functional teams to enhance service delivery and client relationships.

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 required; experience with UltraTax, QuickBooks, QuickBooks Online, and AdvanceFlow preferred.
  • Must pass a CJIS background check.

Responsabilités

  • 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.

Connaissances

Leadership
Technical Expertise
Analytical Thinking
Client Relationships
Problem Solving
Organization
Confidentiality

Formation

Bachelor’s degree in Accounting
Master’s degree and CPA certification

Outils

UltraTax
QuickBooks
QuickBooks Online
AdvanceFlow

Description du poste

Current is seeking a Senior Accountant in Traditional Tax for high-wealth clients, based in Branson, MO. You will manage complex tax engagements, oversee returns, and guide staff while delivering compliant, strategic tax solutions.

This full-time role requires strong tax knowledge, supervisory experience, and collaboration with cross-functional teams to enhance service delivery and client relationships.

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