Overview
This role supports the delivery of tax compliance, planning, and consulting services for high-net-worth individuals, families, trusts, estates, and closely held business entities. The Tax Accountant provides tax analysis, identifies planning opportunities, assists with tax return review and oversight, and helps clients navigate complex tax matters.
The position collaborates closely with Wealth Advisors, Financial Planners, Tax Managers, and other members of the Tax Department to support proactive tax strategies, improve client outcomes, and deliver an exceptional client experience.
Responsibilities
- Review tax returns and supporting workpapers prepared by external tax providers, identifying planning opportunities, technical issues, and items requiring follow-up.
- Coordinate with external tax preparation providers to support timely and accurate completion of client tax returns and related tax deliverables.
- Participate in internal strategy discussions for clients and collaborate with advisor teams and planning departments to address tax planning objectives.
- Assist with the coordination and integration of tax services, analysis, and department projects.
- Prepare tax projections, tax analysis, 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 development and enhancement of tax-related processes, procedures, and client service initiatives.
- Maintain knowledge of current tax laws, regulations, and planning strategies affecting clients.
- Perform additional duties and responsibilities of a similar nature as needed to support business development and client retention objectives.
- Adhere to all organizational policies and procedures, performing business functions with a focus on consistency, quality, and compliance.
Requirements
- Working knowledge of individual, trust, estate, partnership, and corporate taxation, preferably gained through 3+ years of experience in public accounting, wealth management, family office, tax advisory services, or a related professional services environment.
- CPA or Enrolled Agent (EA) designation preferred.
- Proficient 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 a demonstrated ability to follow through on commitments.
- Self-motivated with sound professional judgment, integrity, and a commitment to maintaining confidentiality.
Compensation & Benefits
Base pay range: $80,000 - $95,000 per year
What’s offered:
- 11 Paid Holidays + 2 Floating Holidays
- Paid Parental Leave
- Paid Volunteer Time
- Flexible Work Schedule
- Highly subsidized Health, Dental, and Vision Plans
- 401k Retirement Account with company match contributions
- Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Employee Financial Education
- Employee Educational Expense Reimbursement
- Employee Charitable Donations
- Employee Referral Incentives
- Employee Team Building Activities
- Employee Assistance Program
Location
Not specified in the provided description.
Equal Opportunity & Hiring Tools
The organization is an equal opportunity employer and provides consideration without discrimination on protected bases.
The organization may use artificial intelligence (AI) tools to support parts of the hiring process, including reviewing applications, analyzing resumes, and assessing responses for potential inconsistencies or verification signals. An AI-enabled interview assistant may be used to transcribe and summarize the interview for recruiting and interview documentation purposes. AI tools support human review and do not make final hiring decisions. Candidates may opt out of use of the AI interview assistant. If a reasonable accommodation or alternative process is needed, contact information is not included here.