At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!
At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!
This role can be worked remotely.
Essential Duties and Responsibilities:
Advanced specialized tax expertise in private client services and high-net worth tax
Reviews research findings, tax returns and work papers, formulates conclusions consistent with firm policies and professional standards, and determines implications and best course of action for client
Ensures all tax advice is technically correct and properly documented
Understands the firm’s policies, procedures and professional standards
Demonstrates strong communication skills
Client Service Excellence -
Listen to clients, anticipate their needs, adapts to client priorities/agenda and plans accordingly
Lead engagement, managing the business relationship with a focus on high quality tax service and seeks to provide additional or value added services to the client
Recognize client issues and risk tolerance
Awareness of firm’s industry service group and hope to scope services to the client
Business Growth –
Understands what is important to the client and how to maximize the relationship
Develops relationships to generate new business
Holds a position of leadership in a community, business or professional organization with emphasis of development of strong external network
Builds and leverages strong internal/external networks
Active involvement in industry service group efforts
People Management/Process –
Dedicates time to coaching and developing others through training, providing opportunities for them and helps them succeed
Actively communicates the client’s needs and facts to the appropriate team members to execute the work
Builds relationships across industry service groups to ensure client service excellence through an integrated approach
Develop trust worthiness with the client and team members
Manages progression of quality deliverables on time, in scope and within budget and/or realization goal
Qualifications:
Must be motivated, have the ability to multi-task and be organized. Maintain a positive attitude; be cooperative and flexible about the type of work assigned and in assisting other team members on assignments. Have excellent verbal and written communication skills.
Job Requirements:
Must have B.A./B.S. degree in Accounting (MST/MBA/JD/LLM is a plus)
CPA a must
Experience with 1040s and other non-business taxation documents a must
Strong technical skills in taxation
5 plus years of work experience
Other Skills and Abilities:
Knowledge of MS office, and other accounting and tax software programs.
Assist with estate tax exanimations
Enhance knowledge of income tax returns
Comprehensive Benefits Package Includes
Top Tier Health, Dental, & Vision Plans
Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
Medical and Dependent Care
Life and Voluntary Life Insurance
Short and Long -Term Disability Insurance
401k plan with matching contribution
Defined…