Staff Tax Accountant - Wealth Management
About The Position
We are seeking a Staff Tax Accountant in the Private Client Group of our wealth management firm. The candidate will provide analytical support, consultation, and advice for high-net-worth clients. This position offers work from home availability 2-3 days per week after initial orientation period. In this position you will: Be responsible for year-round preparation of deliverables (tax returns, tax projections, net worth statements, cash flow reports, special projects) Develop a thorough knowledge of an assigned client base Communicate directly with clients and other professional advisors as needed Conduct research on tax and financial planning topics and make recommendations Participate in client meetings as needed Develop specific expertise in several areas of tax and financial planning Develop skills to use the tools available to complete projects in a paperless environment Complete other duties as assigned
Requirements
- Bachelor’s degree in business administration, accounting, taxation, finance or related field
- Ability to organize and manage multiple priorities
- Excellent computer proficiency (e.g. Word, Excel, Adobe, and Outlook)
- Strong client orientation
- Excellent interpersonal and communication skills
- Team player mentality
- Commitment to company values
Nice To Haves
- Experience with a wealth management or CPA firm is preferred but not required
- Experience with individual, partnership or trust income tax returns is preferred but not required
Responsibilities
- Be responsible for year-round preparation of deliverables (tax returns, tax projections, net worth statements, cash flow reports, special projects)
- Develop a thorough knowledge of an assigned client base
- Communicate directly with clients and other professional advisors as needed
- Conduct research on tax and financial planning topics and make recommendations
- Participate in client meetings as needed
- Develop specific expertise in several areas of tax and financial planning
- Develop skills to use the tools available to complete projects in a paperless environment
- Complete other duties as assigned
Benefits
- A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
- The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging
- An opportunity to work with high-profile private clients and institutions across the country
- A competitive base salary with an incentive bonus program
- 401(k) Savings plan with company contributions
- Health, Dental, Vision, and Long-term disability insurances
- Generous paid time off program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
101-250 employees
