Senior Tax Associate – High Net Worth

🔥 15 hours ago

🏈 Ohio – Remote

🏈 Ohio – Remote

⏰ Full Time

🟠 Senior

💰 Tax

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

KSM (Katz, Sapper & Miller)

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1923

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

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.

📋 Description

• Support a client portfolio focused on high-net-worth individuals, families, trusts, family investment partnerships, closely held businesses, and investment entities • Prepare complex individual, fiduciary, partnership, S corporation, gift, and estate tax returns, workpapers, and related deliverables • Review basic federal, state, and local tax returns and workpapers under manager supervision as experience warrants • Coordinate day-to-day engagement activities, track open items, monitor deadlines, communicate status, and escalate issues • Communicate with clients and advisors to gather information, resolve routine questions, provide updates, and support tax compliance and planning • Conduct technical tax research, summarize findings, collaborate with specialty professionals, and escalate recommendations • Perform thorough self-review for accuracy, completeness, and compliance • Mentor Associates through training, technical guidance, and knowledge sharing • Maintain proficiency in firm technology and tax systems • Identify opportunities to connect clients with KSM specialists and additional services • Stay current on federal, state, and local tax laws and regulatory developments • Contribute to firm, practice, and operational initiatives that improve processes and client experience

🎯 Requirements

• CPA license or active progress towards CPA license strongly preferred • Minimum of 3 years of related experience in public accounting • Strong technical background in high-net-worth individual taxation • Bachelor's or Master's degree in accounting • Strong attention to detail and accuracy • Exceptional organizational skills • Strong written and verbal communication 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 coordinate and maintain follow-up on multiple projects simultaneously • Ability to prioritize changing workloads • Ability to work independently, exercise good judgment, and be resourceful

🏖️ Benefits

• Employee ownership since 2001 • Flexibility to manage your time • Resources and support for professional growth • Support for career and personal-life balance • Collaborative, supportive workplace culture • Opportunities to expand skills and tackle new challenges • Employee stake in collective success • Mentoring and knowledge-sharing opportunities