Tax Accountant

Job Summary

Supporting high-net-worth clients, the full-time remote Tax Accountant will manage tax compliance, planning, and consulting services while collaborating with advisors to enhance client outcomes.

Key responsibilities

• Review tax returns and identify planning opportunities and technical issues
• Coordinate with external tax providers for timely completion of client tax returns
• Participate in strategy discussions and assist in tax service integration and analysis

Required qualifications

• 3+ years of experience in public accounting, wealth management, or tax advisory services
• CPA or Enrolled Agent (EA) designation preferred
• Proficient with Microsoft Office and tax-related software applications
• Experience in client meetings and educational events
• Strong knowledge of individual, trust, estate, partnership, and corporate taxation