Approximately 2–3 years of income tax experience; public accounting experience is preferred, with exposure to business and individual tax returns, workpapers, tax research, and client or internal tax deliverables.
Working knowledge of federal and state income tax compliance requirements, including tax workpapers, schedules, reconciliations, filings, supporting documentation, and compliance calendars.
Knowledge of accounting principles and the ability to review financial statements.
Ability to research, analyze, and apply tax laws, regulations, notices, form instructions, and other guidance.
Strong analytical, problem-solving, critical-thinking, and attention-to-detail skills, including the ability to identify discrepancies, risks, and process gaps.
Strong organizational skills and ability to manage multiple deadlines, competing priorities, and assigned tax matters while seeking guidance on complex or judgmental issues.
Ability to exercise sound judgment, discretion, and professionalism when handling confidential financial, tax, personal, and business information.
Ability to collaborate effectively with internal teams, external advisors, and leadership.
Strong written and verbal communication skills, including the ability to prepare clear summaries, reports, schedules, and recommendations for review.
Strong technical aptitude and ability to learn and use reporting systems, shared file systems, workflow tools, and AI-enabled productivity tools such as Microsoft Copilot.
Ability to adapt to new processes, systems, and tax matters in a complex, fast-paced environment.
Advanced proficiency with Microsoft Excel, including pivot tables, data validations with large data sets, reconciliations, and reporting tools such as dashboards and charts.
Responsibilities
Organize tax return information, workpapers, schedules, reconciliations, filings, and supporting documentation for corporate, partnership, trust, individual, and other tax filings, as applicable.
Support tax payment calculations, estimated tax payments, extensions, compliance calendars, filing deadlines, notices, open items, and recurring compliance deliverables.
Coordinate with Finance, Accounting, Legal, Payroll, Treasury, external tax advisors, auditors, financial institutions, and other third parties to gather, validate, and organize tax-sensitive information required for filings and related matters.
Perform tax research on federal and state tax laws and regulations.
Support tax planning projects by preparing schedules, gathering documentation, researching issues, and analyzing tax impacts for review by tax leadership.
Support external audits, tax notices, inquiries, and special tax-related projects as needed.
Maintain strict confidentiality when handling sensitive financial, tax, personal, and business information.
Work safely and adhere to applicable safety policies, company policies, procedures, and standards.
Perform other duties as assigned.
Model the company's Values Based Leadership tools, models, and processes to support alignment with its vision, values, and mission.
Collaborate with key internal and external resources and participate in ongoing self-development.
Desired Qualifications
Public accounting experience and exposure to business and individual tax returns, workpapers, tax research, and client or internal tax deliverables.
The Tax Senior provides tax compliance, accounting, analytical, and documentation support to the family office and corporate tax department. This position is responsible for preparing and organizing tax workpapers, schedules, reconciliations, filings, financial data, and supporting documentation to help ensure accurate and timely completion of tax compliance, reporting, and planning initiatives.
The ideal candidate has approximately 2–3 years of income tax experience, preferably in public accounting, with exposure to business and individual tax returns, workpapers, tax research, and client or internal tax deliverables. The role requires strong organization, attention to detail, comfort working with deadlines, advanced Excel skills, and practical familiarity with technology-enabled tools, including Microsoft Copilot, to support research, documentation, reporting, and workflow efficiency.
The incumbent in this position is expected to model the following practices on a daily basis: 1) Demonstrate alignment with the company's mission and core business values; 2) Collaborate with key internal/external resources; 3) Participate in ongoing self-development.
Models, promotes, reinforces, and rewards the consistent use of HOLT’s Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission.
Organize tax return information, workpapers, schedules, reconciliations, filings, and supporting documentation for corporate, partnership, trust, individual, and other tax filings, as applicable.
Support tax payment calculations, estimated tax payments, extensions, compliance calendars, filing deadlines, notices, open items, and recurring compliance deliverables.
Coordinate with Finance, Accounting, Legal, Payroll, Treasury, external tax advisors, auditors, financial institutions, and other third parties to gather, validate, and organize tax-sensitive information required for filings and related matters.
Perform tax research on federal and state tax laws and regulations.
Support tax planning projects by preparing schedules, gathering documentation, researching issues, and analyzing tax impacts for review by tax leadership.
Support external audits, tax notices, inquiries, and special tax-related projects as needed.
Maintain strict confidentiality when handling sensitive financial, tax, personal, and business information.
Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards.
Performs other duties as assigned.
Working knowledge of federal and state income tax compliance requirements, including tax workpapers, schedules, reconciliations, filings, supporting documentation, and compliance calendars.
Knowledge of accounting principles with the ability to review financial statements.
Ability to research, analyze, and apply tax laws, regulations, notices, form instructions, and other guidance.
Strong analytical, problem-solving, critical-thinking, and attention-to-detail skills, with the ability to identify discrepancies, risks, and process gaps.
Strong organizational skills with the ability to manage multiple deadlines, competing priorities, and assigned tax matters while seeking guidance on complex or judgmental issues.
Ability to exercise sound judgment, discretion, and professionalism when handling confidential information.
Ability to collaborate effectively with internal teams, external advisors, and leadership.
Strong written and verbal communication skills, including the ability to prepare clear summaries, reports, schedules, and recommendations for review.
Strong technical aptitude with the ability to learn and use reporting systems, shared file systems, workflow tools, and AI-enabled productivity tools such as Microsoft Copilot.
Ability to thrive in a complex, fast-paced environment and adapt to new processes, systems, and tax matters.
Advanced proficiency with Microsoft Excel, including pivot tables, data validations with large data sets, reconciliations and reporting tools such as dashboard and charts.