Log In
Sign Up
Description:
- We are seeking a Staff Tax Accountant in the Private Client Group of our wealth management firm.
- The candidate will provide analytical support, consultation, and advice for high-net-worth clients.
- This position offers work from home availability 2-3 days per week after initial orientation period.
Responsibilities:
- Be responsible for year-round preparation of deliverables (tax returns, tax projections, net worth statements, cash flow reports, special projects).
- Develop a thorough knowledge of an assigned client base.
- Communicate directly with clients and other professional advisors as needed.
- Conduct research on tax and financial planning topics and make recommendations.
- Participate in client meetings as needed.
- Develop specific expertise in several areas of tax and financial planning.
- Develop skills to use the tools available to complete projects in a paperless environment.
- Complete other duties as assigned.
Requirements:
- Bachelor’s degree in accounting, taxation, business administration, finance or related field.
- Experience with a wealth management or CPA firm is preferred but not required.
- 2-3 years of experience with individual, partnership or trust income tax returns is preferred.
- CPA or working toward CPA, or meets criteria to do so.
- Ability to organize and manage multiple priorities.
- Excellent computer proficiency (e.g. Word, Excel, Adobe, and Outlook).
- Strong client orientation.
- Excellent interpersonal and communication skills.
- Team player mentality.
- Commitment to company values.
Benefits:
- A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization.
- The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging.
- An opportunity to work with high-profile private clients and institutions across the country.
- A competitive base salary with an incentive bonus program.
- 401(k) Savings plan with company contributions.
- Health, Dental, Vision, and Long-term disability insurances.
- Generous paid time off program.
