Tax Senior Accountant | Remote Opportunity

Job Overview

We are seeking a highly skilled and motivated Senior Tax Accountant to join our dynamic Tax team in a fully remote capacity. In this pivotal role, you will collaborate with Tax Advisors, a Tax Associate, and Wealth Advisors to deliver exceptional tax services to a diverse array of clients, including around 215 families nationwide. This position offers a unique opportunity to significantly influence our clients’ financial health while contributing to the expansion of our Tax department within a fast-paced and growing environment.

Key Responsibilities

• Collaborate with both the Tax and Wealth Advisory teams to fulfill clients’ comprehensive financial requirements through outstanding tax services.
• Prepare and review federal and state tax returns, including gift tax and trust returns, with an emphasis on multi-state tax regulations.
• Assist clients in tax planning by generating projections and providing guidance on diverse tax-related issues such as stock-based compensation and self-employment income.
• Evaluate the necessity for quarterly estimated tax payments and ensure accurate and timely processing.
• Facilitate client responses to tax notices, audits, and other inquiries by liaising with the IRS and state Departments of Revenue.
• Aid clients with US international tax reporting, including compliance with forms FinCEN 114, 8938, and 1116 for those with foreign income or assets.
• Analyze tax withholding and wage conditions to support clients' desired tax outcomes.
• Offer year-round consulting on tax matters and conduct research on relevant topics to address clients’ concerns.
• Continuously assess and propose enhancements for tax-related software and processes to improve team efficiency and client experience.
• Identify and implement process improvements within the Tax team to elevate operational effectiveness and enhance the client journey.
  
  

Career Growth Opportunities

We are committed to your professional growth. A successful Senior Tax Accountant is positioned to advance to a Tax Manager role within 1-2 years, contingent upon individual performance and the attainment of CPA or EA certification.

Required Skills

• Bachelor’s degree in a relevant discipline.
• Active CPA or EA certification is strongly preferred; candidates must meet educational criteria to secure certification in their state if not currently certified.
• 1-4 years of pertinent tax experience, particularly in return preparation and compliance for high-net-worth clients.
• Excellent written and verbal communication skills, with the ability to convey intricate tax concepts clearly.
• Familiarity with tax topics pertinent to our specialized clientele.
• A comprehensive understanding of tax planning within the broader framework of a client’s financial objectives.
• Strong organizational skills and attention to detail, ensuring meticulous task management.
• Demonstrated reliability in executing tasks and projects with integrity.
• Proficiency in technology with a willingness to explore new tools aimed at process improvement; experience with relevant software (e.g., CCH Axcess, BNA Income Tax Planner) is advantageous.
• A growth-oriented mindset with receptiveness to feedback and continuous personal development.
• A collaborative approach with a focus on service and a positive attitude, contributing to an engaging team atmosphere.
  
  

Compensation And Benefits

The compensation for this role ranges from \(80,000 to \)115,000, commensurate with experience and qualifications. We also promote a healthy work-life balance with no billable hour requirements, affording flexibility in work hours outside of the tax season.

Employment Type: Full-Time