Tax Preparer with Wealth Management Group (No Billable Hours)
About The Position
A growing wealth management firm is seeking a Tax Preparer to join its dedicated tax division, serving high-net-worth and ultra-high-net-worth individuals and families. The role combines individual tax compliance with exposure to year-round tax planning and advisory work, in collaboration with tax professionals and wealth management advisors. The position offers a base salary of up to $120,000 plus bonus potential. It has hybrid flexibility: employees may work remotely and are expected to come into the office approximately two to three days per month. The role is available in NYC, Chicago, Dallas, Minneapolis, Milwaukee, Denver, Scottsdale, San Diego, or Seattle. The environment prioritizes quality, client service, and results rather than traditional billable-hour quotas, with opportunities to develop technical expertise and client-facing skills.
Requirements
- 2–4 years of relevant tax preparation experience.
- Experience focused on high-net-worth individual taxation and Form 1040 returns.
- CPA or EA credential, or eligibility to obtain one.
- Strong attention to detail and commitment to high-quality client service.
- Interest in expanding beyond tax compliance into planning and advisory work.
- Ability to collaborate effectively with tax colleagues and wealth management professionals.
Responsibilities
- Prepare individual tax returns, including Form 1040 returns, for high-net-worth clients.
- Collaborate with tax colleagues, tax leadership, and wealth management advisors.
- Contribute to year-round tax planning and advisory work alongside tax compliance.
- Deliver high-quality client service.
Benefits
- Bonus potential
- Hybrid flexibility with remote work and approximately two to three office days per month
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
