Private Client Services Senior

Withum

Boca Raton, Florida, United States
**
Preparing complex individual tax returns
Reviewing mid-level complexity tax returns
Researching and drafting tax memorandums
** Withum is seeking a Private Client Services Senior for their Boca Raton, FL office. The role involves leading tax engagements, mentoring staff, and building client relationships while fostering a culture of teamwork and personal growth. **

Job Summary

  • The role involves taking a lead position on all aspects of tax engagements while supervising and mentoring staff.
  • Candidates will work alongside seasoned CPAs to ensure accurate and timely tax reporting obligations are met.
  • The position requires identifying tax planning opportunities and handling tax controversies for diverse clients.

Matching Summary

Match Score: 75

** Withum is seeking a Private Client Services Senior for their Boca Raton, FL office. The role involves leading tax engagements, mentoring staff, and building client relationships while fostering a culture of teamwork and personal growth. **

Skills & Requirements

Must-have

  • Preparing complex individual tax returns
  • Reviewing mid-level complexity tax returns
  • Researching and drafting tax memorandums
  • Identifying tax planning opportunities
  • Handling and resolving tax controversies
  • Managing multiple engagements concurrently

Nice-to-have

  • Entrepreneurial energy and inclusive teamwork
  • Building and maintaining client relationships
  • Supervising and mentoring staff members
  • Promoting personal and professional growth

Key Requirements

  • Bachelor's Degree in Accounting
  • Licensed CPA or working towards CPA certification
  • 3-5 years of prior experience in public accounting tax department
  • Masters of Science in Taxation preferred

Work Rights

Not specified

Tailored Resume

Cover Letter