Position: Sr. Tax Accountant
Location: Great Philadelphia Area, PA (Mostly Remote)
Salary: $150K-$200K + Incentivized Bonus
Growing Boutique Financial Advisory Firm Seeks Experienced Sr. Tax Accounting Professional to Join Their Team!
Responsibilities:
• Assume responsibility for an existing book of 100+ individuals and 40+ business tax clients while maintaining high service standards and strengthening long-term client relationships.
• Develop and maintain long-term client relationships built on trust, fiduciary advice, and exceptional service.
• Prepare and review individual and business tax returns, including complex tax situations for high-net-worth clients and closely held businesses.
• Deliver proactive tax planning strategies integrated with overall financial and investment plans.
• Participate in business development and referral relationship management.
Qualifications
• CPA or EA designation required
• 15+ years of tax planning, and tax preparation experience
• Extensive experience preparing complex individual and business tax returns
• Experience using ProSeries by Intuit software (or similar) a plus.
Location: Great Philadelphia Area, PA (Mostly Remote)
Salary: $150K-$200K + Incentivized Bonus
Growing Boutique Financial Advisory Firm Seeks Experienced Sr. Tax Accounting Professional to Join Their Team!
Responsibilities:
• Assume responsibility for an existing book of 100+ individuals and 40+ business tax clients while maintaining high service standards and strengthening long-term client relationships.
• Develop and maintain long-term client relationships built on trust, fiduciary advice, and exceptional service.
• Prepare and review individual and business tax returns, including complex tax situations for high-net-worth clients and closely held businesses.
• Deliver proactive tax planning strategies integrated with overall financial and investment plans.
• Participate in business development and referral relationship management.
Qualifications
• CPA or EA designation required
• 15+ years of tax planning, and tax preparation experience
• Extensive experience preparing complex individual and business tax returns
• Experience using ProSeries by Intuit software (or similar) a plus.
Senior Tax Advisor in Remote at Unknown Company
This position is listed as full time and able to be worked remotely.