Remote Senior Tax Preparer

We are a growing investment management firm expanding into integrated tax and family office services. We're seeking a Senior Tax Accountant to take a lead role in tax preparation and consultation as we bring new clients onto our platform, which includes tax prep, financial planning, trusts, estates, and investment management.

Prepare tax returns for individuals and some small businesses/partnerships across multiple states.

Work directly with clients on financial data collection and communication.

Stay current on tax laws and communicate relevant strategies to clients.

Assist with tax planning and provide recommendations to optimize clients' tax exposure.

Coordinate with advisors on tax and wealth management strategy.

remote role with periodic office visits required, especially during tax season.

Bachelor's degree in Accounting.

3-5 years of accounting experience; CPA or EA certification required, with a focus on tax return preparation.

Strong working knowledge of individual and corporate tax law across multiple jurisdictions.

Proficiency in one or more accounting software packages (ProSystem FX, Drake, QuickBooks, etc.).

Strong communication skills and the ability to manage projects, particularly during tax season.

You enjoy digging into complex tax situations and building lasting client relationships. You are collaborative, adaptable, and thrive under deadline pressure during tax season while maintaining accuracy year-round.

Bonus eligible, with a generous incentive package and flexible hybrid work model.

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