Tax Senior Associate - Private Client Services (PCS)

Hill, Barth & King LLC; Naples, Northern (FL, KY); Hybride; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Competitive compensation

401(k) with company match

Medical, dental, and vision insurance

Life Insurance

Paid holidays

Tuition Reimbursement

Annual performance reviews

Résumé du poste

Hill, Barth & King LLC in Naples, FL, seeks a Tax Senior Associate for Private Client Services. You will prepare and review tax returns for high-net-worth individuals and lead engagement teams alongside partners and senior managers.

2+ years in public accounting with a focus on individual taxation is required. CPA progress is expected, with opportunities for professional growth and formal trainings within a supportive, client-focused firm.

Qualifications

• Bachelor’s Degree required.
• 2+ years public accounting with a focus on individual taxation.
• CPA or pursuing CPA within a reasonable timeframe.
• Trust and Estate experience is a plus.
• Ability to research and resolve complex issues with minimal oversight.
• Experience in planning and supervising client engagements.
• Strong written and verbal communication and presentation skills.

Responsabilités

• Prepare, review, and/or execute tax returns for high-net-worth individuals and related projects.
• Supervise internal team members to ensure timely delivery of engagements.
• Coordinate large client engagements with partners and senior managers.
• Identify problems, tax law issues, and model analysis; advise on optimal strategies.
• Engage in ongoing professional development and technical trainings.
• Demonstrate leadership to promote teamwork and professionalism.

Connaissances

Tax compliance

Client communication

Supervision

Research skills

Tax software

CPA candidate

Public accounting

Estate taxation

Formation

Bachelor’s Degree (Accounting/Tax)

Description du poste

## Tax Senior Associate - Private Client Services (PCS)Apply: Warrendale, PA: Naples, FL: Stuart, FL: Full time: Posted 30+ Days Ago: JR100176HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships. Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBK Family. **QUALIFICATIONS*** Bachelor’s Degree required.* 2+ years previous public accounting experience with a strong concentration in individual taxation.* Trust and Estate experience is a plus.* Successful candidate should have CPA or on a timeline of obtaining within a reasonable amount of time from date of hire.* Ability to research and resolve complex issues with minimal oversight.* Experience in planning and supervising. larger engagement, previous tax return preparation experience is required.* Solid research and writing skills, excellent verbal communication and presentation skills and the ability to interact with all levels of staff and clients.* A competent working knowledge of accounting, auditing and tax software is required.**RESPONSIBILITIES*** Responsible for preparing, reviewing, and/or executing assigned HNW Individuals’ tax returns and accounting/consulting projects, working directly with Partners and Senior Managers.* Complete moderately complex projects accurately, thoroughly, and efficiently.* Supervising and leading members of our internal team to ensure client engagements and projects are delivered in a timely manner.* Participate with more experienced personnel in coordinating large client engagements, identification of problems, tax law and computer model analysis and helping clients determine optimal strategies.* Continually participate in professional and personal development, including appropriate technical trainings.* Demonstrate leadership skills in support of all firm policies and procedures to promote teamwork and loyalty.* Promote and create positive client and team member impressions by exhibiting professional demeanor, competence, and ability.**BENEFITS WE OFFER:*** Competitive Compensation.* Lucrative New Business & Employee Referral Bonuses.* Anniversary Bonus.* Open Paid-time-off policy.* We provide a flexible work environment to offer work/life balance.* 401(k) plan with company match and profit sharing.* Medical, dental, and vision insurance.* Company Paid Life Insurance.* Affordable Short- & Long-Term Disability Insurance.* Affordable Accidental and Critical Illness Insurance.* 9 Paid holidays.* Tuition Reimbursement.* Annual Performance Reviews.* And Much More...**HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.** **This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.**