Senior Accountant

We are a growing investment management firm expanding into integrated tax and family office services. We're seeking a Senior Accountant to take a lead role in tax preparation and consultation as we bring new clients onto our platform, which includes tax prep, financial planning, trusts, estates, and investment management.

• Prepare tax returns for individuals and some small businesses/partnerships across multiple states.
• Work directly with clients on financial data collection and communication.
• Stay current on tax laws and communicate relevant strategies to clients.
• Assist with tax planning and provide recommendations to optimize clients' tax exposure.
• Coordinate with advisors on tax and wealth management strategy.

• Bachelor's degree in Accounting.
• 3-5 years of accounting experience; CPA or EA certification required, with a focus on tax return preparation.
• Strong working knowledge of individual and corporate tax law across multiple jurisdictions.
• Proficiency in one or more accounting software packages (Pro System FX, Drake, Quick Books, etc.).
• Strong communication skills and the ability to manage projects, particularly during tax season.

You are detail-oriented, organized, and client-focused. You enjoy digging into complex tax situations and building lasting client relationships. You are collaborative, adaptable, and thrive under deadline pressure during tax season while maintaining accuracy year-round.

Bonus eligible, with a generous incentive package.