Job Title: Tax Senior / Senior Tax Accountant
Location: Remote, anywhere in the US
Salary: $80-115k DOE
Requirements: 2-3+ years in Public Accounting OR Wealth Management in a tax role preparing HNWI returns, Must have either an active CPA or EA, Experience preparing High-Net-Worth tax returns required, Must have experience in SurePrep & CCH Axcess tax software's, Bachelors in Accounting or related field required
About us: We are "Registered Investment Advisors" (RIAs) founded in 1999 based in Los Angeles with 200+ employees and over $20 billion in Assets Under Management. We work exclusively with High Net Worth and Ultra High Net Worth Individuals and their multi-million and billion-dollar businesses as well as their families. Due to continuous growth, we are looking to add Senior Tax Accountants to the team! We offer a flexible work environment, support personal and professional growth, and embrace a culture of supporting each other, our communities, and our clients.
What you'll be doing: Assist with the preparation of quarterly/periodic estimated tax calculations. Prepare and review personal federal and state tax returns. Research tax notices from federal/state agencies and prepare written correspondence as needed. Participates actively in client meetings and tax planning sessions. Use a broad range of tax tools and techniques to ensure efficiency and accuracy. Supports corporate culture from a learning and team building perspective Benefits Competitive Base Salary: $80-115k + Depending on experience
401k Match
Medical Dental Vision
Discretionary Bonuses
Unlimited PTO
Busy season hours average 50-55
Applicants must be authorized to work in the U.S.
Preferred Skills CPA
EA
Public Accounting
Tax prep
HNWI
Family Office
Wealth Management