Senior Tax Accountant
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This is a unique opportunity for a tax professional who enjoys going beyond compliance and wants to play a key role in tax planning, client advisory, and retirement-focused financial strategies . What they’re looking for:
- 5+ years of individual tax preparation and tax planning experience
- Strong knowledge of federal and state tax laws
- Experience preparing and reviewing individual tax returns
- Strong client communication and advisory skills
- Excellent analytical and organizational abilities
- HNW, retiree, wealth management, or financial advisory experience is a plus
- Experience with professional tax software and advanced Excel skills
- Prepare and review federal and state individual tax returns
- Partner with Financial Advisors on proactive tax planning
- Analyze client tax situations and identify tax-efficiency opportunities
- Advise on retirement income, distributions, Roth conversions, charitable giving, and other tax-sensitive decisions
- Participate in client meetings and serve as a tax resource for advisors and clients
- Research federal and state tax law and stay current on changes
Vacancy posted 2 days ago
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