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A.C. Coy

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Tax Senior Associate

StuartRemoteFull-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 - Stuart, 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:

  • Bachelor's or Master's 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

Client Engagement ManagementCPAHNW Tax ComplianceJDPublic AccountingResearch And Resolve Complex Tax IssuesTax Return PreparationTrust And Estate Taxation

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