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The Senior Tax Accountant will report to the Director of Tax and be responsible for tax compliance, research, planning, and strategy for a multitude of entities. The position will require someone that has excellent Excel skills, the ability to communicate effectively with non-tax individuals, and has critical thinking aptitude for complex and unique tax situations. The individual will also interact with investments, accounting, operations, philanthropy, and insurance specialists to provide tax insight on specific transactions.
Job Responsibility:
Prepare federal, state, and local tax returns for partnerships, S-corporations/C-corporations, trusts, estates, foundations, gift tax, and high-net worth individuals
Prepare and organize electronic tax workpapers from internal/external sources
Prepare federal and state tax projections
Calculate and prepare federal and state estimated tax payments
Prepare federal and state extensions
Maintain tax checklists and annual tax documentation
Track tax basis of the various investments
Create internal tax memos to support tax positions taken
Respond to federal, state, and local tax notices
Assist with information requests to/from family members
Assist with tax audits, if applicable
Maintain current knowledge regarding changing tax laws and can research as appropriate
Develop relationships with outside tax providers and trust companies
Perform other duties as assigned
Requirements:
Bachelor’s degree in Accounting
CPA or MST preferred
Minimum of 1-3 years of work experience, public accounting background a plus
Advanced Excel skills required
Knowledge of CCH Axcess Tax
Strong tax technical, analytical, organization, interpersonal, project management, and communication skills