Senior Tax Accountant

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