Job Description
Seeking an experienced tax professional to support a diverse portfolio including real estate, private equity, trusts, and individual investments. This role offers hands‑on involvement in complex tax matters and team leadership.
Responsibilities
- Prepare and review individual, trust, and gift tax returns
- Manage tax compliance for partnerships, corporations, and individuals
- Project taxable income and quarterly estimates
- Oversee private equity tax reporting
- Coordinate with external advisors on filings and planning
- Supervise and mentor junior staff
- Handle tax notices and support special projects
Qualifications
- Bachelor’s degree in Accounting (Tax preferred)
- 7+ years of tax experience (public accounting preferred)
- Experience with partnerships, trusts, and real estate tax
- Supervisory experience required; CPA preferred
- Strong Excel and tax software skills (CCH Axcess a plus)
What We’re Looking For:
- Detail‑oriented with strong analytical skills
- Ability to manage multiple priorities and deadlines
About TriSource
TriSource
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