Tax Accountant \- Senior

Serendipity Recruiting

  • Woodbury, Minnesota
  • 12 days ago

    Highlights

    Offer financial planning services to high-net-worth clients, focusing on estate planning, gift strategies, and IRA planning. Take on the responsibility of preparing complex tax returns when necessary, including forms 1040, 1041, 1120, and 1065.

    Numbers & Facts

    LocationWoodbury, Minnesota
    Websitehttp:\/\/www.serendipity\-recruiting.net

    Description

    • Oversee and manage various projects to ensure client requirements are met.
    • Collaborate with team members at all levels during client projects.
    • Supervise and review the work of junior accountants across multiple projects, providing feedback and guidance on their performance.
    • Provide training and mentorship to junior accounting staff.
    • Handle the review of complex tax returns for corporations, partnerships, trusts, and individuals across multiple states.
    • Take on the responsibility of preparing complex tax returns when necessary, including forms 1040, 1041, 1120, and 1065.
    • Have a comprehensive understanding of estate and trust taxation.
    • Offer financial planning services to high-net-worth clients, focusing on estate planning, gift strategies, and IRA planning.
    • Lead the response to tax notices and audits from tax authorities.
    • Conduct tax research and offer training on various tax-related subjects.
    • Manage year-end tax assessments, quarterly tax estimates, and develop tax planning strategies.
    • Directly manage project workflows, client relationships, and a team of accounting professionals.
    • Provide educational materials and host webinars for clients as required.
    • Exhibit strong technical tax skills and the ability to build solid client relationships.


    Requirements

    • 3 to 5 years (or more) of experience in public accounting with a focus on managing multiple projects.
    • CPA certification is highly preferred or required, with a broad knowledge of tax.
    • Familiarity with CCH Axcess Tax, Engagement, and QuickBooks software.
    • Ability to work well within a team, with skills in leadership and staff development.
    • Strong communication skills, with the capability to solve problems and analyze information effectively. - Excellent organizational and time management skills.


    Benefits

    We are committed to delivering a rewarding experience to our customers and a stimulating career environment for our employees.

    Serendipity Recruiting is an Equal Opportunity Employer.


    CHECK OUT OUR CAREER PAGE.
    "Changing client's lives, one candidate at a time."
    https://tinyurl.com/Serendipity-Recruiting

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