Remote Tax Accountant Wealth Planning & Compliance

Job Openings Remote Tax Accountant | Up to $100K + Bonus + Incentives

Remote | Selected Western U.S. States | West Coast Business Hours

Our client is a growing independent wealth management firm seeking a Tax Accountant to support the delivery of tax compliance, planning, and consulting services for high-net-worth individuals, families, trusts, estates, and closely held businesses.

This role provides tax analysis, identifies planning opportunities, assists with tax return review and oversight, and helps clients navigate complex tax matters while working collaboratively with advisory and planning teams.

The Tax Accountant partners closely with Wealth Advisors, Financial Planners, Tax Managers, and other members of the tax team to support proactive tax strategies, improve client outcomes, and deliver an exceptional client experience.

The ideal candidate possesses strong technical tax knowledge, excellent communication skills, and a commitment to delivering high-quality service in a collaborative, client-focused environment.

• Review tax returns and supporting work papers prepared by external tax providers, identifying planning opportunities, technical issues, and areas requiring follow-up.
• Coordinate with external tax preparation providers to facilitate the timely and accurate completion of client tax returns and related deliverables.
• Participate in internal client strategy discussions and collaborate with advisory and planning teams to support tax planning objectives.
• Assist in coordinating tax services, analyses, and department initiatives.
• Prepare tax projections, tax analyses, and other tools used in comprehensive 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 the development and enhancement of tax-related processes, procedures, and client service initiatives.
• Maintain current knowledge of tax laws, regulations, and planning strategies impacting clients.
• Perform additional responsibilities as needed to support client service, business development, and retention initiatives.
• Adhere to company policies and maintain a strong focus on quality, consistency, and compliance.

• 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.
• Proficiency with Microsoft Office and tax-related software applications.
• Excellent written, verbal, and interpersonal communication skills.
• Experience participating 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.

Our client offers a comprehensive benefits package designed to support employees both professionally and personally, including:

• Flexible Work Schedule
• Highly Subsidized Medical, Dental, and Vision Coverage
• 401(k) with Company Match
• Life Insurance and Short- and Long-Term Disability Coverage
• Mental Health Resources
• Flexible Spending and Health Savings Accounts
• Professional Development and Educational Reimbursement