
Senior Tax Reviewer for High Net Worth Individuals
2 days ago
Job Title
We are seeking a seasoned tax professional to lead our team in reviewing and managing complex individual and business tax returns, specifically for High Net Worth Individuals (HNIs).
- Review and manage federal and state tax returns for HNIs, including individual tax returns (Form 1040) and business entity tax returns (Partnership (1065) and S-Corporation (1120S))
- Stay updated with federal and state tax legislation affecting individuals and pass-through entities
- Mentor, guide, and lead a team of junior tax professionals and preparers
- Review tax workpapers, ensure compliance with internal policies and professional standards
- Manage client communications and relationships, ensuring high levels of satisfaction and timely delivery
Required Skills and Qualifications:
- 5-8 years of experience in reviewing and managing U.S. individual and business tax returns
- Strong understanding of U.S. Individual (1040), Partnership (1065), and S-Corporation (1120S) tax codes
- Exposure to HNIs and high-complexity tax scenarios
- Proficiency in tax software like CCH Axcess, GoSystem, or similar platforms
- Excellent analytical, organizational, and problem-solving skills
- Strong attention to detail and commitment to quality
This Role Offers:
The ideal candidate will have the opportunity to work on complex tax returns, develop their leadership skills, and contribute to the growth of our team.
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