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Family Office Practice – Tax Senior

At Weiss & Company, we know that guiding our clients through the shifting tax landscape requires an in-depth understanding of each client’s unique operations, risk tolerance, and growth projections to execute individually tailored, highly effective tax strategies.

Job Duties

  • Tax return preparation including multi state preparation
  • Prepare individual, fiduciary (complex, grantor, simple and split- interest), gift, partnership and private foundation tax returns

  • Preparation of tax projections and related estimated payments
  • General accounting for client business’ to be used in preparing income tax returns, including preparation of trial balances and related adjusting journal entries
  • Analyze client information and offer recommendations for reducing client tax liabilities
  • Respond to IRS and state tax notices
  • Assist in preparation of our clients’ 1099 NEC & MISC, Household W-2’s, year-end tax information reporting
  • Prepare client investment analysis and other requested reporting
  • Other duties as assigned

Education and Experience

  • CPA and MST is preferred
  • Minimum 3+ years’ experience in tax preparation required
  • Excellent knowledge of federal and state laws and regulations required

Skills

  • Excellent oral and written communication skills
  • Proficient in ProFx Tax; Quicken / QuickBooks and Microsoft Office familiarity highly preferred
  • Strong attention to detail with the ability to manage multiple priorities and meet stated deadlines
  • Ability to work collaboratively in a fast paced environment and exercise sound judgment and discretion when handling confidential information

Additional Items

Title: Family Office Practice - Tax Senior
Job Type: Full-time
Schedule: Monday to Friday
Application Question(s): Will you now or in the future require sponsorship to legally work in the United States?
Education: CPA and or MST
Experience: Tax accounting: 3 years (Preferred), Family Office: 2 years (Preferred)
Work Location: Multiple Locations
Work Remotely: Hybrid

Weiss & Company LLP

At Weiss & Company, we know that guiding our clients through the shifting tax landscape requires an in-depth understanding of each client's unique operations, risk tolerance, and growth projections to execute individually tailored, highly effective tax strategies.

The Benefits You Deserve

401 (k)
401 (k) matching
Dental insurance
Disability insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Referral program
Tuition reimbursement
Vision insurance
*Benefits described applicable to full-time associates

Join Us

If you’re ready to take the next step toward joining the Weiss team, the application process starts here. Please complete the form, using the “Message” section to indicate the position you’re applying for. We’ll be in touch within 1-2 business days.

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