Senior Tax Accountant (High-Net-Worth) jobs in United States
cer-icon
Apply on Employer Site
company-logo

The Greene Group ยท 3 days ago

Senior Tax Accountant (High-Net-Worth)

The Greene Group is a boutique advisory firm specializing in wealth management, financial advisory, and tax/accounting services. They are seeking a Senior Tax Accountant to prepare tax returns, implement tax planning strategies, and provide excellent client service.

Staffing & Recruiting
Hiring Manager
Evan Greene
linkedin

Responsibilities

Prepare federal, state, and local tax returns for individuals, businesses, and trusts
Identify and implement basic tax planning strategies to help clients minimize liabilities
Communicate with clients to gather necessary tax information and address routine tax-related inquiries
Research tax issues and stay informed on basic changes to tax legislation and regulations
Ensure timely filing of tax returns and adherence to quality standards
Assist clients with responding to tax notices and basic audit inquiries
Provide excellent client service through clear communication and responsiveness

Qualification

Tax planningAccounting softwareAnalytical skillsOrganizational skillsProblem-solving skillsCommunication skills

Required

2+ year of experience in tax planning, preparation, and advisory services within public accounting or financial advisory firms
Advanced proficiency with accounting software (e.g., Intuit QuickBooks, Microsoft Excel, tax preparation platforms)
Exceptional analytical, organizational, and problem-solving skills
Excellent written and verbal communication skills

Company

The Greene Group

twitter
company-logo
The Greene Group is a premiere executive recruitment firm specializing in the permanent and temporary placement of accounting, finance, real estate and IT professionals across a range of industries.

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Evan Greene
Founder & CEO
linkedin
Company data provided by crunchbase