Tax Accountant

Overview

A wealth management advisory firm with over $49.1 billion in assets under management as of June 30, 2026, is seeking a Tax Accountant to support tax compliance, planning, and consulting services for high-net-worth individuals, families, trusts, estates, and closely held business entities. This role involves providing tax analysis, identifying planning opportunities, assisting with tax return review and oversight, and helping clients navigate complex tax matters.

Responsibilities

• Review tax returns and supporting workpapers prepared by external tax providers, identifying planning opportunities, technical issues, and areas requiring follow-up.
• Coordinate with external tax preparation providers to ensure timely and accurate completion of client tax returns and related deliverables.
• Participate in internal strategy discussions and collaborate with advisor teams and planning departments to address tax planning objectives.
• Assist in coordinating and integrating tax services, analysis, and department projects.
• Prepare tax projections, tax analyses, and other tools used in wealth planning engagements.
• Research federal and state tax matters and communicate findings to advisors, planners, and clients.
• Respond to IRS and state tax notices and assist with drafting correspondence as needed.
• Support the development and enhancement of tax-related processes, procedures, and client service initiatives.
• Maintain up-to-date knowledge of current tax laws, regulations, and planning strategies affecting clients.
• Perform additional duties as necessary to support business development and client retention objectives.
• Adhere to all company policies and procedures, ensuring consistency, quality, and compliance in business functions.

Qualifications

• Working knowledge of individual, trust, estate, partnership, and corporate taxation, preferably with 3+ years of experience in public accounting, wealth management, family office, tax advisory services, or related professional services.
• CPA or Enrolled Agent (EA) designation preferred.
• Proficiency with Microsoft Office and tax-related software applications.
• Excellent written, verbal, and interpersonal communication skills.
• Experience and willingness to participate in client meetings, educational events, and prospective client discussions.
• Strong attention to detail, exceptional organizational skills, and ability to follow through on commitments.
• Self-motivated with sound professional judgment, integrity, and commitment to maintaining confidentiality.

Compensation & Benefits

• Base salary range: $80,000 - $95,000 per year.
• 11 paid holidays plus 2 floating holidays.
• Paid time off (PTO).
• Paid parental leave.
• Paid volunteer time.
• Flexible work schedule.
• Highly subsidized health, dental, and vision insurance plans.
• 401(k) retirement plan with company match contributions.
• Free mental health services.
• Life insurance, long-term and short-term disability insurance.
• Flexible spending accounts and health savings accounts.
• Employee financial education.
• Educational expense reimbursement.
• Charitable donation matching.
• Employee referral incentives.
• Team building activities.
• Employee assistance program.

Equal Opportunity

The employer is an equal opportunity organization. All prospective employees will receive consideration without discrimination based on race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, military or veteran status, or any other protected status.

Additional Information

Artificial intelligence (AI) tools may be used to support parts of the hiring process, including reviewing applications, analyzing resumes, and assisting with interviews by transcribing and summarizing conversations. These tools support human review and do not make final hiring decisions. Candidates may opt out of AI-assisted interviews without negative impact on their candidacy. Reasonable accommodations or alternative processes are available upon request.