Senior - PCS/Flowthrough - Remote

About the role

This role involves preparing and reviewing federal, state, and local tax returns for various entities, including individuals, partnerships, S-corporations, trusts, and estates. The Senior Tax professional will work on complex engagements within either the Private Client Services or Flowthrough areas, which may include real estate, family offices, and closely held businesses. A key part of the job is identifying and resolving tax technical issues, applying findings to client situations, and assisting with tax planning strategies to optimize client outcomes.

Collaboration is central to this position, as the Senior Tax professional will work with Managers and Directors on client deliverables and strategy execution. They will also review work prepared by Associates, providing feedback and coaching to support their development. Maintaining strong client relationships and delivering exceptional service are crucial, as the Senior will often serve as a primary point of contact. The ability to stay current on tax legislation and communicate updates to the team is also expected.

Success in this role means effectively managing a diverse portfolio of tax compliance and consulting tasks, contributing to process improvements, and fostering the growth of junior team members. The ideal candidate will demonstrate strong analytical and communication skills, ensuring accurate and timely delivery of tax services while building and maintaining trust with clients. This position offers a remote work option and emphasizes a flexible, supportive environment.

The salary for this position ranges from $75,000 to $125,000 annually.

Skills that matter here

• Tax compliance: This role requires preparing and reviewing various federal, state, and local tax returns for individuals, partnerships, and other entities.
• Tax consulting: The position involves identifying and resolving complex tax technical issues and assisting with tax planning strategies to optimize client outcomes.
• Partnership taxation: A strong technical understanding of partnership taxation is necessary for preparing and reviewing returns and advising clients.
• Individual taxation: The role includes preparing and reviewing tax returns for high-net-worth individuals and providing related tax planning.
• Client relationships: Serving as a primary point of contact, this role requires maintaining strong relationships and delivering exceptional service to clients.
• Analytical skills: Strong analytical abilities are needed to identify, research, and resolve tax technical issues and apply findings to client situations.

Who this role suits

• Someone with at least two years of public accounting tax experience, particularly with high-net-worth individuals or flowthrough clients.
• A professional who enjoys both hands-on tax work and mentoring junior colleagues.
• An individual who is proactive in staying current with tax legislation and applying new knowledge to client scenarios.
• A candidate who excels at building and maintaining strong client relationships through clear communication and reliable service.

From the employer

Key Responsibilities:

• Prepare and review federal, state, and local tax returns for individuals, partnerships, S-corporations, trusts, and estates
• Work on complex Flowthrough and/or PCS engagements, including real estate, family offices, and closely held business structures
• Identify, research, and resolve tax technical issues and apply findings to client situations
• Assist with tax planning strategies, projections, and entity structuring to optimize client outcomes
• Collaborate with Managers and Directors on client deliverables and tax strategy execution
• Review work prepared by Associates and provide coaching and feedback to support development
• Serve as a primary point of contact for clients, maintaining strong relationships and delivering exceptional service
• Stay current on federal, state, and local tax legislation and communicate relevant updates to the team
• Contribute to process improvements and team efficiencies

Qualifications:

• Bachelor’s degree in Accounting or related field required
• 2+ years of public accounting tax experience
• CPA or EA in progress preferred
• Strong technical knowledge of partnership, individual, and flowthrough taxation
• Experience with PCS (HNW/UHNW, trusts & estates) or Flowthrough clients (real estate, professional services, manufacturing, etc.)
• Proficiency with tax research tools and software
• Strong analytical, organizational, and communication skills

What you get:

• Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.
• Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
• Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
• Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.