Tax Senior Associate
NaplesRemoteFull-time
AI Summary
Prepares, reviews, and executes high-net-worth individual tax returns, participates in complex projects and client engagements, and supervises internal teams to ensure timely delivery.
About this role
Overview
Location: Hybrid - Naples, FL
Job Type: Direct Hire
Work Authorization: US Citizen or Green Card holder
The A.C.Coy Company is currently seeking candidates for a Tax Senior Associate. Ideal candidates will have 2+ years of public accounting experience working with private clients.
Responsibilities
- Prepare, review, and/or execute assigned HNW individuals' tax returns
- Participate in complex projects
- Participate in client engagements, events, and networking
- Continually participate in professional and personal development trainings
- Supervise and lead internal teams to ensure timely client engagements
Qualifications
Education Required:
- Bachelors or Masters degree in Accounting or a related discipline
- Willing to obtain a CPA or JD
Experience Required:
- 2+ years of public accounting experience supporting private clients on either businesses or personal income
- Ability to research and resolve complex tax issues
- Excellent communication skills including writing, oral, and research
- Strong presentation skills including ability to speak in front of Parters
- Trust and Estate experience preferred
Skills
AccountingClient EngagementCPAHNW Tax ComplianceJDPresentation SkillsPublic AccountingTax ResearchTax Return PreparationTrust And Estate Taxation
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