Senior Tax Accountant

Senior Tax Accountant
Sarasota, Florida
$90,000 - $130,000

My client is seeking an experienced and detail-oriented Senior Tax Accountant to join their team. The ideal candidate will have a strong background in tax planning, compliance, and advisory services for high-net-worth individuals (HNWIs), trusts, estates, and non-profit organizations. This individual will play a key role in providing expert tax advice, managing complex tax situations, and ensuring clients are compliant with ever-evolving tax regulations.

Key Responsibilities:

• Provide tax planning, compliance, and advisory services to high-net-worth individuals, trusts, estates, and non-profit organizations.
• Prepare and review complex individual, fiduciary, and non-profit tax returns.
• Conduct tax research and stay up-to-date with changes in tax law, particularly those affecting HNWIs, trusts, and non-profit entities.
• Work closely with clients to develop tax strategies that align with their financial goals and mitigate tax liabilities.
• Collaborate with internal teams to provide integrated solutions for clients across accounting, estate planning, and financial advisory services.
• Provide mentorship and guidance to junior tax accountants, ensuring high standards of work and compliance.
• Represent the firm in client meetings, managing client relationships and delivering high-quality, client-focused services.

Qualifications:

• CPA certification is required.
• Minimum of 5-7 years of tax experience, with a focus on high-net-worth individuals, trusts, and non-profit organizations.
• Strong knowledge of federal, state, and local tax regulations, including estate and gift tax laws.
• Proven ability to handle complex tax situations and provide strategic tax planning advice.
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple client relationships and meet deadlines in a fast-paced environment.
• Experience with tax preparation software and proficiency in accounting software.
• Benefits:

How to Apply:
If you are an experienced candidate looking for a new challenge, I want to hear from you! Please email Danny on D.Bentley@Puroaccountancy.com