Wealth Management Sr Tax Accountant | Remote | up to $115,000 | WFH

Job Overview

We are seeking a dedicated Senior Tax Accountant to join our dynamic Wealth Management team in a fully remote capacity within the U.S. This is a unique opportunity to engage in comprehensive tax services that play a crucial role in our clients’ financial planning, while working in an environment that prioritizes collaboration and client satisfaction.

Key Responsibilities
• Partner with the Tax team and Financial Advisors to provide integrated and thorough tax support for clients.
• Prepare and review an array of federal and state tax returns, including those pertaining to gifts and trusts, for a diverse clientele across various states.
• Assess and calculate quarterly estimated tax payments to ensure compliance and timeliness.
• Develop responses to tax inquiries, aiding clients in their communications with the IRS and state tax authorities.
• Oversee U.S. international tax reporting for clients with foreign assets, including required forms such as FinCEN 114, 8938, and 1116.
• Assist in tax planning for a wide range of client scenarios, including stock-based compensation and self-employment contexts.
• Conduct analyses of wages and withholdings, advising clients on adjustments to align with their financial objectives.
• Provide year-round consulting on tax-related matters, conducting necessary research to meet client needs.
• Engage in the evaluation and implementation of software solutions to optimize team efficiency.
• Contribute innovative ideas to enhance the processes of the tax team and improve the client experience.

Qualifications
• Bachelor's degree in Accounting, Finance, or a related discipline.
• CPA license or EA credential strongly preferred; candidates must meet educational requirements for certification if not yet certified.
• 1 to 4 years of experience in tax services, particularly in tax preparation and compliance for high-net-worth clients.
• Excellent communication skills, with the ability to simplify complex tax topics for clients and team members.
• Familiarity with tax issues pertinent to high-net-worth individuals and a commitment to expanding knowledge.
• Organized, dependable, and adept at creating systems to manage tasks efficiently.
• Proficient in technology and open to exploring new tools for process improvement.
• Experience with CCH Axcess, CCH AnswerConnect, BNA Income Tax Planner, and Sureprep is advantageous, or a willingness to learn.

Career Growth Opportunities

Demonstrated strong performance and active CPA or EA credentials can lead to a Tax Manager role within one to two years, providing a clear trajectory for professional advancement.

Compensation And Benefits

We offer a competitive salary range of (80,000 to )115,000 annually, commensurate with experience and qualifications. Our benefits package includes:
• Flexible work schedule to accommodate personal and family commitments, with general availability expected from 8:30 a.m. to 5:00 p.m. CT.
• Comprehensive healthcare coverage with options for dental, vision, and long-term disability.
• A 401(k) plan with a 5% company match and immediate vesting.
• Generous parental leave policy for all caregivers following the arrival of a new child.
• Annual stipend for professional development, including credentials, conferences, or continuing education.
• Complimentary portfolio management services for employees and their immediate family.
• Technology and office furniture stipends to ensure a productive home office environment.
• Wellness Wednesdays promoting physical and mental well-being through midweek activities.

If you are ready to leverage your tax expertise within a supportive and growth-oriented team, we invite you to apply.

Employment Type: Full-Time

Apply Job!