Job Title : Tax Senior / Senior Tax Accountant
Location : Hybrid 2-3 days in office1 of 5 locations (Chicago, IL / Boca Raton, FL / Dallas, TX / Los Angeles, CA / Boulder, CO)
Salary : $80-100k DOE
Requirements : 2-3+ years in Public Accounting OR Wealth Management in a tax role, 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.
This is a Hybrid / Remote Role! (2-3 days in office / 2-3 days work from home)
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 Salary Depending on Experience : $80k - $100k+
- Full Benefits (Health, Dental, and Vision)
- 401k Match
- Generous PTO
- Paid Holidays
- Discretionary Bonus
Applicants must be authorized to work in the U.S.
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