Tax Accountant for Boutique Tax & Wealth Management Firm
6AM City, LLC
Job Description The Position We are looking for a detail-focused Tax Accountant to join our growing team. The Tax Associate will report to a Senior Tax Professional. The Tax Associate's responsibilities include interacting with clients, obtaining and reviewing tax information, preparing tax returns, and performing tax research projects. The successful candidate must be able to think critically, not just enter numbers on a form. The right person has an ownership mentality and takes responsibility for their role within the firm. We offer a laid -back work environment and can accommodate a flexible work schedule with the ability to work from home part of the time. Core Duties Prepare a variety of individual, business, trust/estate, and gift tax returns and workpapers Provide written and verbal correspondence/guidance to high net worth individuals on tax compliance and planning Research tax issues and assist with tax audits by corresponding with IRS and/or state tax authorities on behalf of clients Maintain accounting/payroll for client businesses to be used in preparing income tax returns, including preparation of financial statements and related adjusting journal entries Requirements Bachelor's degree in Accounting. Master’s in Tax and/or pursuing CPA License a plus 0-2 years public accounting tax experience Proficiency with Tax Preparation software and Microsoft Excel/Word. Experience with QuickBooks and/or CCH Axcess a plus Ability to prioritize tasks and manage time efficiently while paying attention to details Excellent interpersonal, oral and written communication skills Strong analytical and problem-solving skills Desire to learn and be part of a small team of tax professionals Company Description The Dowling Group is a boutique private client wealth advisory firm located in Greenwich, CT. We specialize in creative tax strategies combined with sophisticated financial planning and investment management. We are a fully digital tax practice and continue to refine our technology to make us a highly efficient firm. Although we are in our 41st year of existence, we do not just maintain the status quo. We are always looking for talented team members and professionals including CPAs, CFPs, JDs and CFAs. We offer a laid -back work environment and can accommodate a flexible work schedule with the ability to work from home part of the time. #J-18808-Ljbffr 6AM City, LLC
$77k - $214k
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...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC, our... ...refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements....SuggestedFull timeH1b$100k - $120k
Coldstream Wealth Management is looking for an experienced Senior Tax Associate to join their team in Seattle. You will prepare tax returns, interact with clients... ...candidate should have a Bachelor’s degree in Accounting or Business Administration and a CPA. The position...SuggestedRemote job$75k - $90k
A global wealth management firm located in Seattle seeks a Client Accountant to deliver high-level support to clients and wealth management teams. This role requires... ...relevant experience, and proficiency in GAAP and tax/cash basis principles. Responsibilities include maintaining...SuggestedWork at office$90k - $120k
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...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...success and contributing to the firm's business strategies. Your role... ...the following: Certified Public Accountant, Member of the Bar or other tax,...Full timeH1bLocal area$124k - $335k
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...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...relationships which add value to the firm. Uphold the firm's code of... ...You Apart Master's Degree in Accounting, Taxation preferred...Full timeH1bLocal areaOverseas$99k - $266k
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- ...Managing Director, Tax/Audit About the Company Well-established CPA firm Industry Accounting Type Privately Held About the Role The Company is in search of a Tax or Audit Managing... ...business development. The company is a boutique firm known for providing tailored financial...
$142.7k - $214.03k
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...dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward... ...partnerships and for a variety of Asset Management clients Work as part of a multi-disciplinary... ...projects Advise clients and be accountable for delivering high quality tax service...Local area$200k - $250k
...like to work in an environment where your tax expertise directly contributes to the financial... ...of demanding business clients? This firm offers you the ideal opportunity: maintain... ...law. You will have the latitude to do more: manage varied and complex cases, exert strategic...- International Search Consultants is seeking a Staff Accountant in Seattle, WA to support high-net-worth... ...accounting services. The role involves managing financial records, preparing reports, and collaborating with wealth management teams. This hybrid position offers...
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$150k - $240k
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...Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious... ...investment platform, including tax and estate planning, philanthropic planning... ...new and existing clients to the firm’s offerings including client reporting,...Full timeTemporary workPart timeLocal area- A global professional services firm is seeking an Alliance Sales Executive for Tax Integration within their SAP team. The ideal candidate will have 12-15 years... ...in the United States and requires expertise in managing complex sales pipelines across multiple sectors. #J-...
- ...Tax Manager - Opportunity-Work/Life Balance CPA We are a growing Public Accounting & Wealth Management Firm based in Bellevue, WA that offers its employees flexible scheduling and a family friendly environment to accommodate an enjoyable work/life balance. At Moser...Full timeRemote workFlexible hours
$80k - $100k
Stabler Wealth Management in Bellevue seeks a dedicated professional to work alongside lead advisors in financial and tax planning. This hybrid role offers significant growth opportunities, where you will manage planning tasks and client communications, particularly during...- Beacon Pointe in Seattle is seeking a Senior Family Wealth Strategist to lead wealth planning for ultra-high-net-worth clients. This role involves deep expertise in tax and estate planning, with a focus on personalized client solutions. The ideal candidate will have at...Remote job
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