Senior Tax – High Net Worth

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October 25

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KSM (Katz, Sapper & Miller)

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Finance • Government • Healthcare Insurance

KSM (Katz, Sapper & Miller) is a leading advisory, tax, and audit firm offering innovative solutions to help clients achieve their organizational goals. The firm provides services such as government consulting, HITRUST assessment and validation services for healthcare data security, and tax increment financing consulting. KSM partners with organizations to foster growth and ensure long-term success, assisting in navigating complex situations and compliance challenges.

201 - 500 employees

Founded 1923

💸 Finance

🏛️ Government

⚕️ Healthcare Insurance

📋 Description

• Provide tax compliance and advisory services to High-Net-Worth Individuals • Performs diversified accounting and tax assignments under the direction of supervisors, managers or partners • Demonstrates competency in technical skills, work quality and application of professional and firm standards • Meets time constraints and client deadlines • Participates in planning and scheduling client engagements • Assists staff, where applicable, in work to be performed • Prepares and indexes work papers; performs various procedures to verify client information • Prepares complicated tax returns • Suggests client tax planning ideas to managers, directors or partners • Thinks analytically and understands the 'big picture' of each engagement

🎯 Requirements

• CPA certification or working towards obtaining • Minimum of 3 years of related experience in public accounting with a strong technical background in high-net-worth individual taxation • Bachelors or Master's degree in accounting • Strong attention to detail and accuracy • Exceptional organizational skills • Client (internal and external) service oriented • Creative and persistent problem solver • Ability to handle sensitive situations and confidential information • Flexible and adaptable • Ability to prioritize changing workloads • Ability to work independently, exercise good judgment and be resourceful

🏖️ Benefits

• flexibility to manage your time • resources to grow • a workplace where career and personal life can thrive together • collaboration, curiosity, and excellence culture • employee-owned since 2001