Senior Tax Accountant

Senior Tax Accountant

A growing investment and wealth management firm is seeking a

Senior Tax Accountant

to join its established tax practice. With over 700 tax clients, this is a prime opportunity for a skilled tax professional to step into a leadership role and help shape the future of the firm.

Why This Role Stands Out :

Take ownership of a existing client base

Opportunity to lead and grow the tax practice

Collaborative, forward-thinking team with a strong client service culture

Strong work-life balance

Responsibilities :

Prepare and review tax returns for individuals, nonprofits, S-Corps, C-Corps, and partnerships

Lead and mentor junior tax staff

Collaborate with leadership to improve systems and scale operations

Support expansion into outsourced accounting and bookkeeping services

Utilize tools such as Lacerte Tax Software, QuickBooks Online, and Creative Solutions

Candidate Profile :

3+ years of tax experience

Bachelor's degree in

Accounting

CPA preferred ; candidates actively pursuing CPA will be considered

Salary : $75,000 to $90,000

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