Tax Senior (High-Net-Worth)

About the role

A well-established wealth management and advisory organization is seeking an experienced Senior Tax Accountant or Experienced Tax Preparer to support its growing tax practice serving high-net-worth individuals, trusts, executives, endowments, and complex personal planning clients. This is an excellent opportunity for a tax professional who enjoys both hands-on return preparation and high-level tax research, while working closely with financial planners in a collaborative, client-focused environment.

Responsibilities

• Prepare and review individual and trust income tax returns
• Support tax planning efforts for high-net-worth clients
• Calculate quarterly estimated tax payments
• Research tax laws, IRS guidance, and return positions
• Assist with responses to tax notices and examinations
• Partner with financial planners on tax projections and planning strategies
• Contribute to the tax portion of comprehensive personal financial plans
• Help train and support seasonal tax preparers
• Prepare educational materials on new tax legislation, planning concepts, and practice developments
• Assist with special tax and planning projects as needed

Requirements

• CPA or CPA candidate
• Strong experience preparing and/or reviewing high-net-worth individual returns
• Background working with high-net-worth individuals, trusts, and complex personal tax situations
• Ability to interpret and apply tax law with strong attention to detail
• Strong written and verbal communication skills
• Proficiency with Microsoft Excel and Adobe PDF
• Experience with BNA Income Tax Planner preferred
• Familiarity with ProSystem fx or CCH Axcess preferred
• Experience with multi-state tax, foreign income and asset reporting, pass-through entities, and sole proprietorships is a plus
• Comfortable working in a paperless environment

Benefits

Strong benefits package, 401(k), competitive compensation, and a supportive culture.

Schedule

Hybrid schedule with 3 days onsite per week.