Summary

Entry-to-mid level tax professional focused on high-net-worth individuals and family enterprise structures. Works within an integrated planning team to prepare and support compliance and planning deliverables. Big 4 or large-firm training strongly preferred.

Key Responsibilities

• Prepare federal and state individual, fiduciary, and partnership returns under review by a manager.

• Compile workpapers, reconcile K-1s, basis, and carryforwards; maintain organized digital files.

• Assist with quarterly estimates, extensions, and projections.

• Perform targeted tax research; draft memos and client-ready summaries.

• Support planning for HNW clients: charitable strategies, equity comp, multi-state residency, and investment partnership allocations.

• Coordinate with wealth, legal, and accounting counterparts to execute integrated plans.

• Monitor IRS/state notices; draft response packages for manager review.

• Contribute to process documentation and standardization of workpapers.

Qualifications

• 2+ years of public accounting or private client tax experience.

• Progress toward CPA (CPA track required); Masters in Taxation a plus.

• Working knowledge of individual and passthrough taxation; foundational trust/estate concepts.

• Proficiency with tax compliance software and Excel; experience with document management systems.

• Strong workpaper discipline, accuracy, and deadline reliability.

• High-net-worth and/or Big 4 background strongly preferred.

Compensation

• Base salary: $80,000–$100,000

• Bonus: 7% of base

• Benefits: comprehensive health, retirement plan participation, CPE and exam support