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Senior Tax Associate

Houston, TX 77057

Posted: 04/15/2024 Employment Type: Direct Hire Function: Accounting/Finance Job Number: 23463 Pay Rate: $86,000-$104,000

Job Description

A fast-growing, award-winning wealth management firm is looking for a Senior Tax Associate to provide year-round tax planning and compliance for its clientele. The ideal candidate is a team player with excellent technical abilities, strong interpersonal skills, and a thorough understanding of public accounting. Working collaboratively, the new team member will enhance operational effectiveness by streamlining processes and ensuring adherence to tax laws and regulations.
                               
Salary + Additional Benefits:
  • $86,000-$104,000
  • 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure
  • Best and brightest leaders will have opportunities to buy into and become owners in the firm over time
  • 10 paid holidays and 15 PTO days to use at your discretion
  • Employer paid Health/Dental/Vision insurance premiums for individuals and families
  • Employer HSA contributions employer paid life and long-term disability
  • Additional Day of PTO for every weekend worked during tax season

Location: Houston, TX
Type of Position: Direct Hire

Responsibilities:
  • Collaborate with tax team to implement the continuously expanding vision of the tax department of our firm.
  • Review individual, trust, estate, S corporation, partnership, and state returns prepared by our team of tax professionals.
  • Prepare forms to comply with foreign filing requirements for our large number of international clientele.
  • Participate in high-level client-interfacing activities targeted to build lasting client relationships.
  • Interface with tax team to manage tax compliance and year-round tax planning.
  • Perform tax projections for clients in close coordination with the Wealth Management advisors.
  • Consult on client cases as the in-house expert for tax projections throughout the year when optimizing Roth conversions, selling real estate, and other tax sensitive situations.
  • Build models for running different tax scenarios for specific client-related situations.
  • Identify and implement procedures to mitigate inefficiencies in the Tax Compliance function.
  • Support in-house marketing efforts by writing educational articles that are pertinent to clients and prospective clients.
  • Expect longer hours during tax season with lots of flexibility throughout the rest of the year.

Requirements:
  • CPA license required.
  • Master’s degree in Accountancy preferred.
  • Experience as a tax Senior at a reputable CPA firm, required.
  • Two - three or more years of public accounting experience with a focus on individual, trust, and small business returns.
  • Strong technical and interpersonal skills.
  • Strong written and oral communication skills
  • Very detail-oriented with an ability to work on several concurrent projects and tax returns.
  • Confident, poised and professional in appearance.
  • Ability to take on creative challenges and manage workload on tight deadlines.
  • Ability to collaborate and contribute to a team environment.
  • Experience in consulting with high-net worth corporate executives, trusts and/or small businesses preferred.
  • Experience with states & foreign reporting, preferred

Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application.
 

Meet Your Recruiter

Sarah Colvill
Senior Search Director - Murray Professional

Specializing in matching talent with exciting opportunities in Human Resources, Accounting/Finance, Sales, Marketing, Administrative, and Customer Service.

 

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