Tax Accountant ( Hybrid

Tax Accountant ( Hybrid )

Salary: $70,000 - $90,000 per year

Our client is an established and growing financial services firm that provides a comprehensive combination of tax, accounting, wealth management, and financial advisory services. Their integrated approach brings financial professionals and CPAs together under one platform, allowing clients to receive coordinated guidance across multiple areas of their financial lives.

Serving individuals, families, and businesses, the organization focuses on building long-term client relationships and delivering personalized solutions based on each client’s unique financial goals. The company offers a collaborative, client-focused environment where professionals have the opportunity to work across disciplines and contribute to a growing organization committed to delivering a high level of service.

• Health Benefits:
  
  A Qualified Small Employer HRA (QSEHRA) that reimburses employees tax-free for medical, vision, and dental insurance premiums.
• Hybrid (2 days in office /3 days remote)
• Unlimited PTO plus paid Holidays
• Half day Fridays in the summer
• 401k with match
• Half day Fridays during summer
• Professional development:
  Support for CPE and professional certificates

We are seeking a dynamic and experienced Tax Accountant to join our team. This hybrid position allows you to leverage your skills and experience in a flexible work environment, splitting your time between working remotely and in the office. You will be a vital part of our Accounting and Finance industry team, providing critical tax services to our high net worth clients.

This role is perfect for someone who thrives in a fast-paced, challenging environment and is looking for the next step in their career.

• 1. Preparation and review of complex corporate tax returns, ensuring accuracy, and compliance with state and federal tax law.
• 2. Managing tax provisions for S corporations, including calculating and documenting income and deductions.
• 3. Providing comprehensive tax services to high net worth individuals and ultra-high net worth clients, including the preparation and review of form 1040.
• 4. Offering expert advice on trust and estate tax matters, helping clients navigate the complexities of estate planning and wealth transfer.
• 5. Identifying tax planning opportunities and potential tax issues, providing innovative solutions to minimize tax liabilities and risks.
• 6. Keeping up-to-date with the latest tax laws and regulations, ensuring our clients receive the most current and accurate advice.
• 7. Collaborating with other team members and departments to provide a seamless and integrated service to our clients.

This is a fantastic opportunity for a seasoned tax professional to take on a challenging and rewarding role in our dynamic team. If you have a passion for tax accounting and are ready to take your career to the next level, we would love to hear from you.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information…