Senior Tax Accountant

Overview

A sophisticated accounting and advisory practice specializing in serving high-net-worth individuals and their business enterprises, particularly in the real estate industry, is seeking a CPA with 7–10 years of public accounting experience. This is a fully remote opportunity based anywhere in the US. The role focuses on complex partnership taxation and real estate, offering a growth opportunity rather than a replacement position.

Responsibilities

• Prepare and review complex Partnership, S Corporation, Individual, Trust, and Estate tax returns
• Participate in proactive tax planning throughout the year
• Coordinate with attorneys, wealth advisors, and other outside advisors
• Perform tax research and prepare written analyses
• Assist with tax controversy examinations and notices
• Maintain direct client relationships and communicate regularly
• Identify planning opportunities and proactively present ideas to clients and partners
• Participate in special projects involving transactions, restructurings, and consulting matters
• Assist with training, mentoring, and developing junior staff
• Support workflow and AI initiatives to improve quality and productivity

Requirements

• Bachelor’s degree in accounting or related field with strong accounting knowledge
• Active CPA license
• Minimum 7–10 years of public accounting experience, preferably from a respected mid-to-large local or regional firm
• Significant experience with complex partnership and real estate tax, and serving high-net-worth individuals
• Strong knowledge of 704(b), 704(c), 754, 1031, 163(j), 199A, trusts and estate taxation, pass-through entities, and multi-state tax issues preferred
• Experience with Lacerte, CCH Workstream, SafeSend, Laserfiche, QuickBooks, and Office 365 preferred

Preferred Qualifications

• Experience serving high-net-worth individuals, real estate owners, family offices, closely held businesses, trusts, and complex partnership structures
• Ability to work proactively with clients and their advisors on tax planning, consulting projects, and transaction structuring
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to manage multiple client engagements and meet deadlines
• Embraces technology and continuously seeks efficiencies, including leveraging AI tools
• Self-directed, highly organized, and takes ownership of responsibilities and client relationships

Compensation & Benefits

• Salary range: $150,000 – $180,000 base, commensurate with experience
• Biannual bonus based on productivity, contributions, and overall performance
• Health, dental, and vision insurance starting day one
• 401(k) savings and investment plan with 4% match
• Flexible paid time off policy
• Parental leave
• Financial assistance for advanced education and professional designations
• Opportunities to give back to local communities
• Commuter benefits

Location

• Fully remote position, open to candidates located anywhere in the United States

Additional Information

This role involves working with clients who often have multiple entities and substantial complexity, including in-house accounting personnel such as bookkeepers, controllers, and CFOs. The practice does not provide bookkeeping or outsourced controllership services.

Applicants must be authorized to work for any employer in the U.S. The employer is committed to providing an inclusive and diverse work environment and is an Equal Opportunity Employer. Accommodations are available for applicants with disabilities or special needs.