Tax Accountant

Job Description

Tax Accountant ( Hybrid ) | Jobot

The Tone:
This is a permanent Tax Accountant role supporting an established and growing financial services firm. The company provides a comprehensive combination of tax, accounting, wealth management, and financial advisory services, bringing financial professionals and CPAs together under one platform. This integrated approach allows clients to receive coordinated guidance across multiple areas of their financial lives. This role is crucial for delivering critical tax services to high net worth clients and contributes to a collaborative, client-focused environment.

The TL;DR
• Role: Permanent
• Type: Full-time
• Location: Hybrid (2 days in office / 3 days remote)
• Pay: $70,000–$90,000 per year
• Team: Accounting and Finance industry team
• Mission: Provide critical tax services to high net worth clients, ensuring accuracy and compliance with federal and state tax laws.

What You’ll Actually Do
• Tax Preparation: Prepare and review complex corporate tax returns, ensuring accuracy and compliance with state and federal tax law.
• S Corp Management: Manage tax provisions for S corporations, including calculating and documenting income and deductions.
• Client Services: Provide comprehensive tax services to high net worth individuals and ultra-high net worth clients, including the preparation and review of Form 1040.
• Advisory: Offer expert advice on trust and estate tax matters, helping clients navigate the complexities of estate planning and wealth transfer.
• Tax Planning: Identify tax planning opportunities and potential tax issues, providing solutions to minimize tax liabilities and risks.

The Must-Haves
• Background: Bachelor’s degree in Accounting, Finance, or a related field.
• Experience: 1+ years of experience in a tax accountant role, preferably in a public accounting firm or similar environment. Proven experience working with corporate tax returns, S Corp, Form 1040, trust and estate tax, and high net worth individuals.
• Skills: Deep understanding of federal and state tax codes, compliance, and procedures; exceptional analytical and problem-solving skills; excellent communication and interpersonal abilities.
• Bonus: Master’s degree or CPA designation.