Senior Accountant

We are a growing investment management firm expanding into integrated tax and family office services. Were seeking a Senior 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.

Job Description:

• 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.

Requirements:

• Bachelors 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.

Ideal Candidate Profile:

You are detail-oriented organized and client-focused. 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.