Wealth Management Sr Tax Accountant | Remote | up to $115,000 | WFH

Job Overview We are seeking a dedicated Senior Tax Accountant to join our dynamic Wealth Management team in a fully remote capacity within the U.S. This is a unique opportunity to engage in comprehensive tax services that play a crucial role in our clients’ financial planning, while working in an environment that prioritizes collaboration and client satisfaction. Key Responsibilities • Partner with the Tax team and Financial Advisors to provide integrated and thorough tax support for clients. • Prepare and review an array of federal and state tax returns, including those pertaining to gifts and trusts, for a diverse clientele across various states. • Assess and calculate quarterly estimated tax payments to ensure compliance and timeliness. • Develop responses to tax inquiries, aiding clients in their communications with the IRS and state tax authorities. • Oversee U.S. international tax reporting for clients with foreign assets, including required forms such as FinCEN 114, 8938, and 1116. • Assist in tax planning for a wide range of client scenarios, including stock-based compensation and self-employment contexts. • Conduct analyses of wages and withholdings, advising clients on adjustments to align with their financial objectives. • Provide year-round consulting on tax-related matters, conducting necessary research to meet client needs. • Engage in the evaluation and implementation of software solutions to optimize team efficiency. • Contribute innovative ideas to enhance the processes of the tax team and improve the client experience. Qualifications • Bachelor's degree in Accounting, Finance, or a related discipline. • CPA license or EA credential strongly preferred; candidates must meet educational requirements for certification if not yet certified. • 1 to 4 years of experience in tax services, particularly in tax preparation and compliance for high-net-worth clients. • Excellent communication skills, with the ability to simplify complex tax topics for clients and team members. • Familiarity with tax issues pertinent to high-net-worth individuals and a commitment to expanding knowledge. • Organized, dependable, and adept at creating systems to manage tasks efficiently. • Proficient in technology and open to exploring new tools for process improvement. • Experience with CCH Axcess, CCH AnswerConnect, BNA Income Tax Planner, and Sureprep is advantageous, or a willingness to learn.

Career Growth Opportunities

Demonstrated strong performance and active CPA or EA credentials can lead to a Tax Manager role within one to two years, providing a clear trajectory for professional advancement.

Compensation

And Benefits We offer a competitive salary range of (80,000 to )115,000 annually, commensurate with experience and qualifications. Our benefits package includes: • Flexible work schedule to accommodate personal and family commitments, with general availability expected from 8:30 a.m. to 5:00 p.m. CT. • Comprehensive healthcare coverage with options for dental, vision, and long-term disability. • A 401(k) plan with a 5% company match and immediate vesting. • Generous parental leave policy for all caregivers following the arrival of a new child. • Annual stipend for professional development, including credentials, conferences, or continuing education. • Complimentary portfolio management services for employees and their immediate family. • Technology and office furniture stipends to ensure a productive home office environment. • Wellness Wednesdays promoting physical and mental well-being through midweek activities. If you are ready to leverage your tax expertise within a supportive and growth-oriented team, we invite you to apply. Employment Type: Full-Time Apply Job!