Overview
A growing wealth management and advisory firm is seeking a Tax Senior to join their Private Client tax team. This role offers an opportunity for professionals with high-net-worth (HNW) tax experience who desire better work-life balance, flexibility, and exposure to sophisticated clients. The team works closely with HNW and ultra-high-net-worth (UHNW) individuals in a collaborative, non-micromanagement environment with strong long-term growth potential.
Location
- Fully remote position
- Candidates must reside in the U.S.
Compensation & Benefits
- Base salary up to $125,000, depending on experience
- Annual discretionary bonus
- Unlimited paid time off (PTO)
- 401(k) plan with employer match
- Medical, dental, and vision insurance coverage
- Paid holidays plus floating holidays
- Employee wellness resources
Key Responsibilities
- Prepare and manage high-volume individual tax returns (Form 1040) for HNW clients
- Support senior team members on tax engagements
- Manage deadlines and client deliverables during busy season
- Develop technical expertise within Private Client tax services
Requirements
- Minimum of 2+ years of tax experience
- Public accounting experience preferred
- Strong individual tax preparation skills
- Background focused on HNW individual tax returns (1040)
- Experience with CCH Axcess tax software required
- CPA certification or progress toward CPA is a plus
Additional Information
- Busy season workload averages approximately 50-55 hours per week
- No billable hour tracking
- Strong mentorship and growth opportunities available
Tax Managers with strong HNW individual tax experience are also encouraged to apply for additional higher-level roles available within the organization.