Senior Tax Advisor
$150k - $200kAddition Management
Position: Sr. Tax Accountant Location: Great Philadelphia Area, PA (Mostly Remote) Salary: $150K-$200K + Incentivized Bonus Growing Boutique Financial Advisory Firm Seeks Experienced Sr. Tax Accounting Professional to Join Their Team! Responsibilities:
• Assume responsibility for an existing book of 100+ individuals and 40+ business tax clients while maintaining high service standards and strengthening long-term client relationships.
• Develop and maintain long-term client relationships built on trust, fiduciary advice, and exceptional service.
• Prepare and review individual and business tax returns, including complex tax situations for high-net-worth clients and closely held businesses.
• Deliver proactive tax planning strategies integrated with overall financial and investment plans.
• Participate in business development and referral relationship management.
Qualifications
• CPA or EA designation required
• 15+ years of tax planning, and tax preparation experience
• Extensive experience preparing complex individual and business tax returns
• Experience using ProSeries by Intuit software (or similar) a plus.
• Assume responsibility for an existing book of 100+ individuals and 40+ business tax clients while maintaining high service standards and strengthening long-term client relationships.
• Develop and maintain long-term client relationships built on trust, fiduciary advice, and exceptional service.
• Prepare and review individual and business tax returns, including complex tax situations for high-net-worth clients and closely held businesses.
• Deliver proactive tax planning strategies integrated with overall financial and investment plans.
• Participate in business development and referral relationship management.
Qualifications
• CPA or EA designation required
• 15+ years of tax planning, and tax preparation experience
• Extensive experience preparing complex individual and business tax returns
• Experience using ProSeries by Intuit software (or similar) a plus.
Vacancy posted 3 days ago
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