Senior Tax Person

**Job Overview** We are seeking a highly skilled and motivated Senior Tax Person to join our dynamic finance team. In this pivotal role, you will lead complex tax projects, ensure compliance with all relevant tax laws and regulations, and provide expert guidance on tax planning strategies. Your expertise will help optimize our tax position while maintaining rigorous adherence to regulatory standards. This is an exciting opportunity for a proactive professional eager to make a significant impact within a fast\-paced, growth\-oriented organization. **Responsibilities** * Lead and manage comprehensive tax planning initiatives, including estate planning, corporate tax strategies, and compliance with securities law and LIHTC regulations. * Prepare and review complex tax returns for individuals, corporations, non\-profit entities, and partnerships using advanced accounting software such as QuickBooks, Xero, or Sage. * Ensure adherence to GAAP (Generally Accepted Accounting Principles), SOX (Sarbanes\-Oxley Act) requirements, and other regulatory compliance standards through diligent review of financial reports and internal controls. * Conduct detailed analysis of financial statements, balance sheet reconciliation, account reconciliation, and general ledger accounting to identify discrepancies and improve accuracy. * Collaborate with cross\-functional teams on mergers \& acquisitions, financial report writing, and interpretation of financial concepts related to tax implications. * Provide expert advice on tax law changes affecting estate planning, securities law, private equity investments, and other financial services. * Maintain clear client communication by explaining complex tax issues in an understandable manner while supporting audit processes and regulatory reporting. **Requirements** * Proven experience in accounting and finance with a focus on tax compliance, corporate accounting, or public accounting roles. * Strong knowledge of tax law, individual tax preparation, tax reporting standards, and regulatory compliance accounting practices. * Demonstrated expertise in estate planning, wills \& trusts \& estate law, and financial analysis related to asset management or investment strategies. * Proficiency with accounting software such as QuickBooks, Sage, Xero, or similar platforms; experience with financial software is highly desirable. * Excellent analysis skills with the ability to interpret complex financial data including financial statement preparation and balance sheet reconciliation. * Familiarity with auditing procedures, SOX compliance requirements, GAAP standards, and double entry bookkeeping principles. * Exceptional client communication skills with the ability to explain technical accounting concepts clearly and professionally. * Bachelor's degree in Accounting, Finance or related field; advanced certifications such as CPA (Certified Public Accountant) are preferred. * Additional experience in non\-profit accounting, payroll manag