Hybrid Senior Tax Accountant, CPA
San Jose, CA, United States
Job Description
A well-established holistic wealth management firm in Boulder, CO is in search of Hybrid Senior Tax Accountant to prepare and complete individual tax returns for high-net-worth clients. You will be responsible for collaborating with a dedicated team while handling a high volume of tax work and other financial services. The position involves a blend of technical expertise with tax software tools, along with traditional knowledge of individual and wealth management matters.
You can look forward to joining a friendly and fast-paced team environment that embraces a culture of support for clients, the community and one another. The position offers a flexible hybrid schedule, competitive salary, 100% medical coverage, 401k, growth opportunities and more!
Pay Range: $85,000 - $115,000 DOE
Responsibilities
Prepare and complete individual federal and state tax returns for high-net-worth clients
Collaborate with the team to manage a high volume of tax returns
Engage with diverse clientele, understanding and addressing individual financial needs
Prepare quarterly tax calculations tailored for individual clients
Respond to tax notices and generate related written documents as required
Utilize various tax tools efficiently and accurately to complete tax-related tasks
Requirements
Bachelor's degree is required
2-3 years of experience in a relevant field
CPA license
Proficiency in Excel, Word, Outlook, and PowerPoint
Experience with CCH Axcess Tax, CCH Axcess Workflow, TaxCaddy, and/or SurePrep
Experience with UHNW tax and planning engagements is preferred
Benefits
100% medical insurance coverage
Dental and Vision insurance
401k with 3% match
10 days PTO
5 days PSL
11 paid holidays
Bonus potential
Growth opportunities
Flexible hybrid schedule
Tax prep discounts
Friendly work environment
New office space
To learn more about this position, submit your application today!
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