Wealth Management Tax Advisor, CPA

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We are seeking a talented and motivated Wealth Management Tax Advisor, CPA to join our dynamic team of seasoned advisors. Our company values community engagement and enjoys staying active through outdoor activities and local volunteer work. As a key member of our group, you’ll oversee the preparation and review of business, fiduciary, and personal income tax returns, collaborate closely with staff and advisors, and engage in proactive tax planning. You’ll work on complex tax issues, manage multiple clients and projects, and build strong partnerships to deliver exceptional client service. If you’re a CPA who thrives in a collaborative, fast-paced environment, we’d love to hear from you.

Job Responsibilities

• Review and/or prepare business, fiduciary, and personal income tax returns and training staff in tax matters.
• Engage with clients and other staff to ensure proactive tax planning.
• Prepare tax projections and consulting on tax-related matters, including complex (fun!) tax issues.
• Oversee income tax correspondence, including developing and maintaining strong relationships with clients.
• Building new and existing client relationships and demonstrating knowledge of client business.
• Managing multiple clients, budgets and production goals.
• Interpret the U.S. tax code.
• Research the implications of tax laws and advise clients on tax related issues.
• Collaborate with staff/managers on projects and assess performance through formal periodic reviews and informal feedback.
  
  

Desired Skills And Experience

• Bachelor's degree in accounting or finance.
• CPA Certification.
• 6 years prior tax experience in public accounting.
• Experience preparing entities and individual tax returns.
• Strong accounting and analytical skills.
• Self-starter and team player with ability to recognize when additional hour commitments are needed and willingness to take on extra work to meet firm wide deadlines.
  
  

Benefits

• PTO
• 401k
• Medical/Vision/ Dental
• Bonus Eligible
  
  

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person's age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share. JOB ID: 151729 #post

Meredith Schmeltz

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, $130,000 - $170,000,