ABOUT THE OPPORTUNITY:

This is a great opportunity for an experienced tax professional to play a significant role on a major client-service team. The Senior Consultant will work as part of a team of staff members and reports to the Director. This person will also be in charge of day to day workflow management. Responsiveness to client deadlines (for both tax return and special projects/consulting) is essential. Candidate will possess strong compliance skills (i.e. management of the tax return preparation process) as well as the ability to grow technically. Excellent interpersonal skills are required for this team-oriented position. Candidate will have the opportunity to grow with high visibility clients. Candidate will also be responsible for other real estate clients, including real estate investment trusts (REITS) and private equity real estate funds.

This will be a challenging and fast- paced environment that is results-oriented with a focus on collaboration as well as professional and career growth.

PRIMARY DUTIES:   

• Review of Private Client Tax returns.

• Responsible for highlighting tax issues or unusual relationships from basic analysis of the financial statements.

• Clearly and accurately document the tax compliance forms as defined in planning.

• Assign and review work papers to staff and assist in writing correspondence to tax authorities.

• Research tax and client requested inquiries.

• Build your tax knowledge in various states.

• Demonstrate professionalism and competence with client matters, as well as, personal growth.

• Focus on client requests, be responsive to client changes and develop strong relationships with client personnel. Understand your client's industry.

• Furnish feedback during the tax compliance process and foster openness to communicate.

• Strive towards learning client accounting/tax systems and processes.

• Gaining knowledge of the client’s business and staying current on industry and related tax matters  and ability to present information to entire tax team, as well as, propose enhancements to client's future tax planning.

• Demonstrating professionalism and developing collaborative skills in dealings with internal and external clients.

• Use of technology to enhance and streamline the tax preparation and reporting process.

• Assisting in development of potential opportunities and contacts for Real Estate Solutions.  Assist in proposal process.

• Continuation of your educational and career growth through self-study, CPA exam preparation and internal/external CPE courses.

BASIC QUALIFICATIONS:

• Undergraduate or graduate degree in Accounting

• Education in compliance with CPA exam requirements

• 3+ years prior experience in Public Accounting, specifically Private Client Tax

PREFERRED SKILLS:

• Experience in real estate and partnership taxation

• Strong analytical skills and accounting or audit knowledge

• Requisite education and working toward CPA certification

• Knowledge of Excel, MS-Word; familiarity with tax preparation software (GO System preferred)

• Excellent written and verbal communication skills

• Willingness to share innovative concepts

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