Tax Senior – High Net Worth jobs in United States
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KSM (Katz, Sapper & Miller) · 3 months ago

Tax Senior – High Net Worth

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
date3+ years exp

KSM is one of the top 50 largest independent advisory, tax, and audit firms in the United States, focused on supporting its employees' growth and success. The Tax Senior will provide tax compliance and advisory services to high-net-worth individuals, manage complex tax matters, and work collaboratively with team members to meet client needs.

AccountingProfessional Services
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Growth Opportunities

Responsibilities

Provide tax compliance and advisory services to High-Net-Worth Individuals, multi-state fillings, and complex tax matters
Performs diversified accounting and tax assignments under the direction of supervisors, managers or partners
Demonstrates competency in technical skills, work quality and application of professional and firm standards
Meets time constraints and client deadlines
Participates in planning and scheduling client engagements
Assists staff, where applicable, in work to be performed
Prepares and indexes work papers; performs various procedures to verify client information
Prepares complicated tax returns
Suggests client tax planning ideas to managers, directors or partners
Thinks analytically and understands the 'big picture' of each engagement

Qualification

CPA certificationHigh-net-worth taxationPublic accounting experienceAccounting degreeClient service orientationProject coordinationWorkload prioritizationIndependenceJudgmentResourcefulnessAttention to detailOrganizational skillsWritten communicationVerbal communicationProblem solvingConfidentialityFlexibility

Required

CPA certification or working towards obtaining
Minimum of 3 years of related experience in public accounting with a strong technical background in high-net-worth individual taxation
Bachelors or Master's degree in accounting
Strong attention to detail and accuracy
Exceptional organizational skills
Strong written and verbal communication skills
Client (internal and external) service oriented
Creative and persistent problem solver
Ability to handle sensitive situations and confidential information
Flexible and adaptable
Ability to coordinate and maintain follow-up on a number of projects simultaneously
Ability to prioritize changing workloads
Ability to work independently, exercise good judgment and be resourceful

Company

KSM (Katz, Sapper & Miller)

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KSM (Katz, Sapper & Miller) is a nationally recognized advisory, tax, and audit firm.
dateFounded in 1942
location
Indianapolis, Indiana, USA
people-size501-1000 employees
web-link
http://www.ksmcpa.com

Funding

Current Stage
Late Stage

Leadership Team

T
Tim Cook
CEO and President
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