Tax Professional

Single Family Office is seeking a skilled and experienced Tax Accountant to join their finance team. As a Tax Accountant with 3-5 years of relevant experience, you will play a crucial role in managing our clients' tax obligations. Your expertise in tax compliance, analysis, and reporting will be essential in ensuring accurate and timely tax submissions.

 

Responsibilities:

1. Prepare and review individual and business tax returns, ensuring compliance with relevant laws and regulations.

2. Conduct tax research to stay updated on tax laws and identify potential tax-saving opportunities for clients.

3. Assist clients in understanding complex tax matters and provide professional advice to optimize their financial decisions.

4. Collaborate with other departments to gather financial data and ensure accurate tax reporting.

5. Analyze financial statements and tax returns to identify potential issues and recommend appropriate solutions.

6. Assist in tax planning and strategizing to minimize tax liabilities and optimize financial outcomes.

7. Resolve tax-related inquiries and concerns from clients, providing exceptional customer service.

8. Support audits and liaise with tax authorities as needed.

9. Stay updated on industry trends and best practices in tax accounting and implement relevant changes as necessary.

10. Participate in continuous professional development activities to enhance skills and knowledge.

 

Requirements:

1. Bachelor's degree in Accounting, Finance, or a related field.

2. 3-5 years of experience in tax accounting or a similar role.

3. Strong knowledge of tax laws, regulations, and accounting principles.

4. Proficiency in tax preparation software and financial analysis tools.

5. Excellent attention to detail and accuracy in financial reporting.

6. Effective communication and interpersonal skills.

7. Ability to work independently and as part of a team in a fast-paced environment.

8. CPA certification and experience with real estate assets are a plus.

9. High ethical standards and commitment to client confidentiality.

Job Type
Accountant
Tax Manager
Organization
Family Office in Charleston, SC
How to apply

Please send resumes to Charles Simonds at charles.simonds@bofa.com

Location

Charleston, SC