Tax Accountant for Boutique Tax & Wealth Management Firm

Job Description

The Position

We are looking for a detail-focused Tax Accountant to join our growing team. The Tax Associate will report to a Senior Tax Professional. The Tax Associate's responsibilities include interacting with clients, obtaining and reviewing tax information, preparing tax returns, and performing tax research projects. The successful candidate must be able to think critically, not just enter numbers on a form. The right person has an ownership mentality and takes responsibility for their role within the firm. We offer a laid-back work environment and can accommodate a flexible work schedule with the ability to work from home part of the time.

Core Duties

Prepare a variety of individual, business, trust/estate, and gift tax returns and workpapers

Provide written and verbal correspondence/guidance to high net worth individuals on tax compliance and planning

Research tax issues and assist with tax audits by corresponding with IRS and/or state tax authorities on behalf of clients

Maintain accounting/payroll for client businesses to be used in preparing income tax returns, including preparation of financial statements and related adjusting journal entries

Requirements

Bachelor's degree in Accounting. Master’s in Tax and/or pursuing CPA License a plus

0-2 years public accounting tax experience

Proficiency with Tax Preparation software and Microsoft Excel/Word. Experience with QuickBooks and/or CCH Axcess a plus

Ability to prioritize tasks and manage time efficiently while paying attention to details

Excellent interpersonal, oral and written communication skills

Strong analytical and problem-solving skills

Desire to learn and be part of a small team of tax professionalsCompany Description

The Dowling Group is a boutique private client wealth advisory firm located in Greenwich, CT. We specialize in creative tax strategies combined with sophisticated financial planning and investment management. We are a fully digital tax practice and continue to refine our technology to make us a highly efficient firm. Although we are in our 41st year of existence, we do not just maintain the status quo. We are always looking for talented team members and professionals including CPAs, CFPs, JDs and CFAs. We offer a laid-back work environment and can accommodate a flexible work schedule with the ability to work from home part of the time.