Tax Senior / Manager

District Partners is engaged on this exclusive search for a skilled Tax professional to join our client's team in a role that breaks away from the ordinary. This position offers a rare opportunity to work with a unique clientele of high-net-worth individuals and professional athletes. You heard that right - major leaguers need major tax advisors. In this role, you'll handle a diverse and engaging portfolio, including individual, corporate, trust, and non-profit tax returns. You'll also supervise financial statement preparation and ensure compliance with federal, state, and local tax regulations. If you're ready to step into a role that combines complexity with high-profile client work, this could be your chance to make it in the big leagues.

What You'll Do :

• Prepare and review individual, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, trust, Canadian, FBAR, general excise / use, and personal property tax returns for high-net-worth clients
• Work closely with various departments on tax planning, including quarterly estimates and year-end projections
• Research athletes' schedules for duty day calculations and amend tax returns for new clients to optimize tax benefits
• Act as Power of Attorney during IRS audits, prepare supporting documentation, and liaise with government agencies to secure timely tax refunds
• Serve as bookkeeper / controller for client entities, prepare journal entries, and ensure the accuracy of general ledgers and financial statements
• Organize and lead independent audits for non-profit foundations, ensuring compliance with GAAP and transitioning financials from cash-basis to accrual-basis
• Provide expert advice, stay abreast of industry trends, and communicate solutions proactively to clients and team members

Preferred Background :

Total Compensation :

Competitive salary with discretionary bonus opportunities.

Featured Benefits :

Join our client's team and be a part of a supportive and collaborative environment, where your expertise and insights are valued and utilized to their fullest potential.

About Our Client :

Our client is a leading regional CPA firm providing comprehensive financial services to high-net-worth individuals, families, and institutions. With a strong commitment to personalized client service, the firm offers a broad range of solutions including investment management, financial planning, and tax advisory. Their team-oriented culture fosters collaboration and innovation, ensuring that clients receive the highest level of expertise and support.