Supervising Senior - Individual Tax

Job Responsibilities

• Preparation and review tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax returns 
• Conduct tax research into industry and government developments as it relates to wealth planning opportunities and strive to maintain up-to-date tax knowledge
• Identify key planning opportunities throughout the year and develop a framework for tax strategies that best align with client needs and goals
• Assist in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements  
• Support the partner team in the development and planning of practice strategy, objectives, and budgets  
• Build on mentorship capabilities by guiding key talent through constructive criticism and growth opportunities  
• Lead and supervise staff by actively managing a pipeline of projects and resources
• Maintain great relationships with clients, understanding their unique needs to provide a tailored service

Requirements

• Bachelors or Masters Degree in Accounting, Tax, Finance or related discipline
• Minimum of 3 years of experience in public accounting in taxation or equivalent experience
• Minimum of 1 year experience in supervising the work of others, including delegation, training and development of staff and interns 
• Certified Public Accountant (US) or qualified Chartered Accountant
• Expert knowledge on Axcess Tax, XCM, TaxCaddy, SurePrep, and Caseware preferred
• Experience with a wide variety of entity types
• Strong interpersonal and relationship building skills
• Excellent communication skills
• Proficient in Microsoft Office Applications
• Tech savvy & adaptable to changing work expectations

Compensation and Benefits

• Compensation: Commensurate with Industry standards 
• Other Benefits: Provident Fund, Gratuity, Medical Insurance, Group Personal Accident Insurance etc. employment benefits depending on the position.