Senior Tax Analyst CPA EA Accounting Degree Pref

Senior Tax Analyst CPA EA Accounting Degree Pref Benefits

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance
• Opportunity for advancement
• Training & development
• Competitive salary of $105,000 per year
• Unique professional development opportunities, including ongoing training and mentorship
• A collaborative, supportive, and innovative work culture
• Pathways for career growth and advancement in a pioneering financial firm

At Genwealth 360, we redefine financial planning by integrating tax planning as the cornerstone of our holistic approach. Catering to a clientele of physicians and dentists, we pride ourselves on delivering innovative, forward‑thinking strategies that go beyond mere compliance. Join us in our mission to empower our clients with knowledge and unparalleled financial solutions.

As a Strategic Tax Analyst at Genwealth 360, you will be more than a tax expert; you'll be a financial innovator. In this role, you will analyze tax data, identify tax‑saving opportunities, prepare tax returns for our high‑net‑worth medical professionals and practice owners, and ensure compliance, all while contributing to comprehensive financial strategies that optimize our clients' overall fiscal health.

• Conduct in-depth tax research and analysis, ensuring alignment with federal, state, and local laws.
• Prepare and review complex tax returns for high-net-worth individuals and corporate entities.
• Proactively identify and recommend tax‑saving strategies.
• Collaborate with financial planners to integrate tax strategies into broader financial plans.
• Stay abreast of tax law changes, translating them into actionable strategies.
• Educate and advise clients, enhancing their understanding and engagement.

• Bachelor's degree in Accounting, Finance, or related field (Master's in Accounting, Enrolled Agent, CPA preferred).
• 3-5 years of experience in tax analysis/preparation, focusing on high-net-worth individuals, complex tax planning, and strategic financial management.
• Profound knowledge of tax laws and regulations.
• Proficiency in Pro Series and Microsoft Excel.
• Exceptional analytical, problem‑solving, and organizational skills.
• Ability to thrive in a collaborative environment and meet tight deadlines.

To apply, submit your resume and a cover letter detailing your qualifications and vision for the role to  Please ensure your application reflects your experience as a tax professional eager to make a significant impact. Apply today and become a pivotal part of our trailblazing team at Genwealth 360 Inc.