• Sr. Tax Accountant, Cathy Family Office

    Job Function
    Accounting/Financial Services
    Position Type
    Experienced Professionals
    Requisition ID
  • Overview

    This role exists to support the Family enterprise tax preparation, planning, and strategy. This is a professional role, and the individual must possess a servant’s heart.


    • Prepare all individual, partnership, S corporation, trust, and sales tax returns for the Cathy Family or enterprise
    • Responsible for tax planning and strategy for approximately 30 individuals and 50 entities
    • Assist with correspondence on IRS audits, notices or other related inquiries
    • Assist with other miscellaneous tax needs (i.e. property tax, homestead exemption, state credits, etc.)
    • Monitor withholdings and prepare adjustments, as needed

    Minimum Qualifications

    • 3 years of related experience
    • Bachelor's degree in Accounting
    • GPA of 3.2 or above
    • CPA 
    • Experience preparing individual tax returns
    • Experience in tax planning and/or projections 

    Preferred Qualifications

    • Master's degree with an emphasis in tax 
    • Experience in tax research
    • Experience with trust returns 
    • Experience in corresponding to IRS audits 

    Minimum Years of Experience


    Travel Requirements


    Required Level of Education

    Bachelor's Degree

    Preferred Level of Education

    Masters Degree



    Minimum GPA (4.0 Scale)


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