Tax Senior - High Net Worth

Tax Senior - High Net Worth

Location: Columbia, SC (Hybrid)

Overview

A regional CPA firm is seeking a Tax Senior for its high net worth practice, with Columbia, South Carolina among the listed locations. The role prepares and performs technical review of returns for high-net-worth individuals, related family partnerships and trusts, and supervises and develops associates. Hybrid.

Responsibilities

• Perform tax, gift and estate compliance for individuals, family limited partnerships and trusts
• Prepare complex returns and perform technical reviews of individual returns
• Calculate quarterly estimates and provide year-end tax planning
• Perform tax research to support return positions and resolve open items
• Monitor engagement budgets and direct concurrent assignments to completion
• Lead, delegate to and give constructive feedback to associates

Qualifications

• Bachelor's degree in accounting, finance or law; master's in tax or LL.M. preferred
• 2+ years of recent public accounting experience
• Experience with individual tax returns
• Gift, trust, estate and family limited partnership experience a plus
• Significant progress toward CPA or EA preferred
• Strong communication, analytical and time-management skills

If you are interested in connecting further about this opportunity or other public accounting opportunities, please apply here or email me directly at austin.eppard@gogpac.com or call/text (605) 872-5131.