What's Awesome About Our Client?

• Join a Rapidly Expanding Leader: Be part of a high-growth wealth management firm.
• A "Voice-at-the-Table" Culture: Work within a nimble, collaborative, and tight-knit tax department where your input truly matters and you collaborate closely with Wealth Advisors, Financial Planners, and Tax Managers.
• Invested in Your Growth: They provide a dedicated $2,500 annual budget per employee for professional development and workshops to level up your career.
• Clear Pathway Upward: This organization actively supports internal promotion, offering a clear track to advance your skills in proactive tax strategies, planning, and specialized consulting.

Why this job – TAX ACCOUNTANT:

Join this rapidly growing company as a Tax Accountant to support the delivery of high-touch tax compliance, planning, and consulting services to high-net-worth individuals, families, trusts, and estates. This role is designed for someone who thrives in a fast-paced, growth-oriented environment rather than a rigid, corporate structure. You will play a vital role in collaborating across departments, reviewing workpapers, preparing projections, and helping clients navigate complex tax matters. If you are a motivated professional who wants to build strong foundational skills in comprehensive wealth planning while enjoying the ultimate flexibility of a fully remote role, this is the perfect career move.

What You'll Actually Do:

• Ensure Accuracy & Review: Review tax returns and supporting workpapers prepared by external tax providers, identifying technical issues, planning opportunities, and areas requiring follow-up.
• Coordinate Deliverables: Act as a key point of contact with external tax preparation providers to facilitate the timely, accurate completion of client returns.
• Drive Proactive Planning: Prepare tax projections, tax analysis, and other essential tools used directly in sophisticated wealth planning engagements.
• Collaborate on Strategy: Participate in internal strategy discussions for clients, partnering with advisor teams and planning departments to address overarching tax objectives.
• Resolve Notice Issues: Research federal and state tax matters, respond to IRS and state tax notices, and assist with drafting clear client correspondence.
• Evolve Client Interaction: Bring a willingness to participate directly in client meetings, educational events, and prospective client discussions as you grow comfortable with the team.

To Be Successful in This Role, You Will Need:

• 3+ years of tax experience, preferably gained within public accounting, wealth management, a family office, or tax advisory services.
• Working knowledge of individual (1040), trust, estate, partnership, and corporate taxation.
• CPA or Enrolled Agent (EA) designation is highly preferred.
• Proficiency with Microsoft Office and exposure to tax-related applications like Holistiplan and Planner CS is preferred.
• Exceptional attention to detail, strong organizational skills, excellent written/verbal communication, and a highly collaborative mindset.

Where and How Much:

• Target Compensation: $80K to $95K, 10% target bonus.
• Location: 100% Remote.
• Benefits: 3 weeks PTO, 401(K), Equity opportunity, professional development budget