Senior Tax & Wealth Advisory – Private Asset Solutions

Adams Brown; Enid (OK); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Flexible schedule

Paid time off

Benefits package

Growth opportunities

Job summary

Adams Brown, LLC specializes in serving clients across various industries and offers holistic tax, accounting, payroll, and wealth management services with nationwide reach. The Tax Specialist focuses on preparing and reviewing income tax returns (1040, 1041, 1065, 1120S) and develops into a multi-disciplinary professional within Private Asset Solutions.

Exempt FLSA status; requires a CPA or hours to sit for CPA exam, and 3–5 years of relevant experience.

Qualifications

• Master's degree in Accounting or Finance, or bachelor's degree with the required hours to sit for the CPA exam.
• Licensed CPA or actively working toward CPA certification.
• 3–5 years in relevant position or equivalent combination of education and 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 to ensure proper billing of clients.
• Complies with continuing professional education requirements of the AICPA, State Board of Accountancy, and the firm.
• Enhances the firm image by demonstrating executive presence and professional appearance.
• Works closely with principals, managers, and staff to integrate practice development skills into a team approach to client service and new business development.
• Maintains strong client service relationships and cross-sell services as appropriate.
• Demonstrates knowledge of all technical aspects of the job and systems.

Skills

Excellent organizational skills

Client service oriented

Confidentiality

Team collaboration

Accounting principles

Software proficiency

Education

Master's in Accounting or Finance

Bachelor's with CPA hours

Tools

Tax research tools

Job description

Adams Brown, LLC specializes in serving clients across various industries and offers holistic tax, accounting, payroll, and wealth management services with nationwide reach. The Tax Specialist focuses on preparing and reviewing income tax returns (1040, 1041, 1065, 1120S) and develops into a multi-disciplinary professional within Private Asset Solutions.

Exempt FLSA status; requires a CPA or hours to sit for CPA exam, and 3–5 years of relevant experience.