Tax Accountant

Tax Accountant

A growing investment and wealth management firm is seeking a Tax Accountant to join its expanding tax practice. This is a unique opportunity for a motivated Tax Accountant to take ownership of a substantial client base and grow into a leadership role.

Why This Tax Accountant Opportunity Stands Out:

Take over a book of 300+ clients from a retiring Tax Accountant

Make the role your own - lead and grow the tax practice

Work-life balance:

Busy season: ~60+ hours/week

Non-busy season: ~40 hours/week

Strong benefits:

401(k) match + profit sharing

Health insurance

Life and disability coverage

Responsibilities as the Tax Accountant:

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

Collaborate with the tax team and other Tax Accountants to ensure timely and accurate filings

Lead efforts to scale operations and improve systems

Support expansion into outsourced accounting and bookkeeping services

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

Candidate Profile for the Tax Accountant:

1-3 years of experience as a Tax Accountant

Bachelor's degree in Accounting preferred; Associate degree with relevant tax experience considered

Strong foundation in tax preparation and client service

Salary: $60,000 to $70,000

Full-Time