Wealth Management Sr Tax Accountant | Remote | up to $115,000 | WFH
Job Overview
We are seeking a dedicated Senior Tax Accountant to join our dynamic Wealth Management team in a fully remote capacity within the U.S. This is a unique opportunity to engage in comprehensive tax services that play a crucial role in our clients financial planning, while working in an environment that prioritizes collaboration and client satisfaction.
Key Responsibilities
Partner with the Tax team and Financial Advisors to provide integrated and thorough tax support for clients.
Prepare and review an array of federal and state tax returns, including those pertaining to gifts and trusts, for a diverse clientele across various states.
Assess and calculate quarterly estimated tax payments to ensure compliance and timeliness.
Develop responses to tax inquiries, aiding clients in their communications with the IRS and state tax authorities.
Oversee U.S. international tax reporting for clients with foreign assets, including required forms such as FinCEN 114, 8938, and 1116.
Assist in tax planning for a wide range of client scenarios, including stock-based compensation and self-employment contexts.
Conduct analyses of wages and withholdings, advising clients on adjustments to align with their financial objectives.
Provide year-round consulting on tax-related matters, conducting necessary research to meet client needs.
Engage in the evaluation and implementation of software solutions to optimize team efficiency.
Contribute innovative ideas to enhance the processes of the tax team and improve the client experience.
Qualifications
Bachelor's degree in Accounting, Finance, or a related discipline.
CPA license or EA credential strongly preferred; candidates must meet educational requirements for certification if not yet certified.
1 to 4 years of experience in tax services, particularly in tax preparation and compliance for high-net-worth clients.
Excellent communication skills, with the ability to simplify complex tax topics for clients and team members.
Familiarity with tax issues pertinent to high-net-worth individuals and a commitment to expanding knowledge.
Organized, dependable, and adept at creating systems to manage tasks efficiently.
Proficient in technology and open to exploring new tools for process improvement.
Experience with CCH Axcess, CCH AnswerConnect, BNA Income Tax Planner, and Sureprep is advantageous, or a willingness to learn.
Career Growth Opportunities
Demonstrated strong performance and active CPA or EA credentials can lead to a Tax Manager role within one to two years, providing a clear trajectory for professional advancement.
Compensation And Benefits
We offer a competitive salary range of (80,000 to )115,000 annually, commensurate with experience and qualifications. Our benefits package includes:
Flexible work schedule to accommodate personal and family commitments, with general availability expected from 8:30 a.m. to 5:00 p.m. CT.
Comprehensive healthcare coverage with options for dental, vision, and long-term disability.
A 401(k) plan with a 5% company match and immediate vesting.
Generous parental leave policy for all caregivers following the arrival of a new child.
Annual stipend for professional development, including credentials, conferences, or continuing education.
Complimentary portfolio management services for employees and their immediate family.
Technology and office furniture stipends to ensure a productive home office environment.
Wellness Wednesdays promoting physical and mental well-being through midweek activities.
If you are ready to leverage your tax expertise within a supportive and growth-oriented team, we invite you to apply.
Employment Type: Full-Time
Apply Now
We are seeking a dedicated Senior Tax Accountant to join our dynamic Wealth Management team in a fully remote capacity within the U.S. This is a unique opportunity to engage in comprehensive tax services that play a crucial role in our clients financial planning, while working in an environment that prioritizes collaboration and client satisfaction.
Key Responsibilities
Partner with the Tax team and Financial Advisors to provide integrated and thorough tax support for clients.
Prepare and review an array of federal and state tax returns, including those pertaining to gifts and trusts, for a diverse clientele across various states.
Assess and calculate quarterly estimated tax payments to ensure compliance and timeliness.
Develop responses to tax inquiries, aiding clients in their communications with the IRS and state tax authorities.
Oversee U.S. international tax reporting for clients with foreign assets, including required forms such as FinCEN 114, 8938, and 1116.
Assist in tax planning for a wide range of client scenarios, including stock-based compensation and self-employment contexts.
Conduct analyses of wages and withholdings, advising clients on adjustments to align with their financial objectives.
Provide year-round consulting on tax-related matters, conducting necessary research to meet client needs.
Engage in the evaluation and implementation of software solutions to optimize team efficiency.
Contribute innovative ideas to enhance the processes of the tax team and improve the client experience.
Qualifications
Bachelor's degree in Accounting, Finance, or a related discipline.
CPA license or EA credential strongly preferred; candidates must meet educational requirements for certification if not yet certified.
1 to 4 years of experience in tax services, particularly in tax preparation and compliance for high-net-worth clients.
Excellent communication skills, with the ability to simplify complex tax topics for clients and team members.
Familiarity with tax issues pertinent to high-net-worth individuals and a commitment to expanding knowledge.
Organized, dependable, and adept at creating systems to manage tasks efficiently.
Proficient in technology and open to exploring new tools for process improvement.
Experience with CCH Axcess, CCH AnswerConnect, BNA Income Tax Planner, and Sureprep is advantageous, or a willingness to learn.
Career Growth Opportunities
Demonstrated strong performance and active CPA or EA credentials can lead to a Tax Manager role within one to two years, providing a clear trajectory for professional advancement.
Compensation And Benefits
We offer a competitive salary range of (80,000 to )115,000 annually, commensurate with experience and qualifications. Our benefits package includes:
Flexible work schedule to accommodate personal and family commitments, with general availability expected from 8:30 a.m. to 5:00 p.m. CT.
Comprehensive healthcare coverage with options for dental, vision, and long-term disability.
A 401(k) plan with a 5% company match and immediate vesting.
Generous parental leave policy for all caregivers following the arrival of a new child.
Annual stipend for professional development, including credentials, conferences, or continuing education.
Complimentary portfolio management services for employees and their immediate family.
Technology and office furniture stipends to ensure a productive home office environment.
Wellness Wednesdays promoting physical and mental well-being through midweek activities.
If you are ready to leverage your tax expertise within a supportive and growth-oriented team, we invite you to apply.
Employment Type: Full-Time
Apply Now