We are looking for a skilled Tax Staff member to join our team in Louisville, Kentucky. This role offers the chance to work with high-net-worth individuals and their complex financial portfolios, including trusts, real estate, and business ownership. You will play a key role in providing strategic tax planning and advisory services while collaborating with legal professionals to ensure optimal tax outcomes.<br><br>Responsibilities:<br>• Prepare and review individual and corporate tax returns with precision and attention to detail.<br>• Manage tax planning for high-net-worth clients, addressing trusts, real estate, and business ownership structures.<br>• Collaborate with attorneys to design tax strategies that maximize financial benefits and compliance.<br>• Provide advisory services focused on quarterly estimates and annual tax planning.<br>• Cultivate long-term client relationships through exceptional service and multi-generational planning.<br>• Utilize data management tools to monitor workflow efficiency and improve metrics.<br>• Operate autonomously, maintaining accountability and delivering high-quality results.<br>• Contribute to a firm culture that prioritizes ongoing development and succession planning.<br>• Stay informed on tax regulations and industry trends to ensure best practices.<br>• Assist in implementing client-focused strategies that add value and drive referrals.
<p>We are looking for an experienced Audit Senior to join our dynamic team in Louisville, Kentucky. This role offers the opportunity to oversee significant audit projects while contributing to the firm's success through assurance work and client collaboration. The position also provides excellent growth potential, with opportunities to advance into management roles within a supportive and team-oriented environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage 15–20 large-scale audit engagements, ensuring accuracy and compliance.</p><p>• Perform detailed reviews, audits, and assurance tasks while adhering to firm standards.</p><p>• Provide training and guidance in tax-related processes when required.</p><p>• Collaborate across various functions to maintain a cohesive team environment.</p><p>• Conduct compilation, review, and audit work, delivering high-quality results.</p><p>• Ensure all audits align with regulatory standards and organizational policies.</p><p>• Identify areas for process improvement and recommend actionable solutions.</p><p>• Support the firm's growth by contributing to client satisfaction and overall operational success.</p>
