Tax Senior - Private Client Services jobs in United States
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Baker Newman Noyes ยท 2 months ago

Tax Senior - Private Client Services

Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. seeking a Tax Senior to work closely with tax professionals and clients. The role involves preparing federal and state individual income tax returns, fiduciary income tax returns, gift tax returns, and estate tax returns while utilizing tax research tools for client transactions.

ConsultingCrowdfundingFinancial ServicesInsurance
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Working directly with other BNN tax professionals, our clients, and other advisors to prepare federal and state individual income tax returns, fiduciary income tax returns, gift tax returns, and estate tax returns
Utilize tax research tools to help determine the proper tax treatment of a variety of client transactions

Qualification

Tax preparationTax researchCPAJDMSTLLMAnalytical skillsClient serviceProject managementInterpersonal skillsCommunication skillsOrganizational skillsAttention to detail

Required

Knowledge of tax preparation at both the federal and state(s) levels, including but not limited to returns of individuals, trusts, and estates
Keeps current with new tax and tax law developments
Strong research skills to assist in resolving tax issues and conflicts
Strong organizational skill and attention to detail
Excellent project management, analytical, interpersonal, oral and written communication skills
Ability to thrive in a dynamic team environment
Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines
Write effectively and professionally in work paper documentation, emails, and other formats
Dedicated to superior client service
Displays professionalism, dependability, and trustworthiness combined with a cooperative attitude
Responds to client requests, including phone calls and emails, in a timely and appropriate manner
Demonstrates maturity, integrity, honesty, openness, and tact in dealing with others
Develops a rapport with client personnel and the firm engagement team
Maintains an enthusiastic and positive attitude
3+ years relevant experience in taxation with a public accounting firm
CPA or JD
Cumulative GPA of 3.0 or higher

Preferred

MST or LLM in taxation is a plus

Benefits

20 days paid time off, 5 sick days, 11 paid holidays
6-week paid parental leave
Health, Dental, Pet, Vision, Disability and Life Insurances
401(k) Plan with company match
Profit Sharing Plan
Business-casual office environment

Company

Baker Newman Noyes

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Baker Newman Noyes is an accounting company that specializes in accounting and advisory services.

H1B Sponsorship

Baker Newman Noyes has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (2)

Funding

Current Stage
Growth Stage

Leadership Team

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David Lawler
Managing Director of Technology Advisory Services
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Travis Hersom
Chief Information Officer
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Company data provided by crunchbase