Senior Tax Accountant
Listed on 2026-08-26
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Finance & Banking
Tax Advisor, Tax Manager, Tax Accountant, Accounting & Finance -
Accounting
Tax Advisor, Tax Manager, Tax Accountant, Accounting & Finance
This is a unique opportunity for a tax professional who enjoys going beyond compliance and wants to play a key role in tax planning, client advisory, and retirement-focused financial strategies.
What they’re looking for:
• 5+ years of individual tax preparation and tax planning experience
• Strong knowledge of federal and state tax laws
• Experience preparing and reviewing individual tax returns
• Strong client communication and advisory skills
• Excellent analytical and organizational abilities
• HNW, retiree, wealth management, or financial advisory experience is a plus
• Experience with professional tax software and advanced Excel skills
What you'll be doing:
• Prepare and review federal and state individual tax returns
• Partner with Financial Advisors on proactive tax planning
• Analyze client tax situations and identify tax-efficiency opportunities
• Advise on retirement income, distributions, Roth conversions, charitable giving, and other tax-sensitive decisions
• Participate in client meetings and serve as a tax resource for advisors and clients
• Research federal and state tax law and stay current on changes
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