Benedetti, Gucer & Associates · 1 day ago

Senior Tax Guru (AKA, Tax Whisperer, Master Jedi of Taxation)

United States

Full-time

Remote

Senior Level

5+ years exp

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Responsibilities

Take the reins on reviewing tax returns, making sure everything is shipshape and won’t trigger any surprise IRS visits.

Sniff out any lurking tax liabilities and risks, and put a plan in place that our clients can actually understand.

Help clients navigate the murky waters of tax audits, notices, and other tax-related shenanigans.

Stay on top of tax law changes like a hawk. We’ll need you to be the all-knowing tax oracle around here.

Lead a team of tax associates who need your guidance to stay on track and hit goals like champs.

Coordinate with Wealth Management and other departments to make sure our tax strategies are in sync with the big-picture goals. (Yes, everyone needs you.)

Mentor, coach, and generally be the tax guru for the team. They’ll look to you for guidance, wisdom, and maybe a joke or two to get through tax season.

Prepare and review individual, corporate, partnership, and fiduciary tax returns for our amazing wealth management clients.

Work your tax magic to provide clients with strategies that save them money and make them feel like tax season is actually worth it.

Team up with our Financial Advisors to dish out top-notch tax planning and advice, tailored to our clients' unique financial goals (because one size does not fit all).

Understand and internalize our mission and values. Use these as your compass. Refer back to our mission and values if you are ever unsure about the best course of action to take with a client.

Whatever else we dream up. Expect the unexpected, and stay ready for anything tax-related that comes your way.

Add your special touch to our quirky, collaborative team.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Certified Public Accountant (CPA)Enrolled Agent (EA)Tax PlanningTax ComplianceTax PreparationDegree in AccountingTax preparation softwareMicrosoft Office SuiteWealth Management clientsMentoring