About The Role

What you will do

Support and manage tax team members by sharing technical expertise, assisting with training, and contributing to a collaborative learning environment
Work alongside wealth advisors to help implement tax strategies that complement clients’ broader financial plans
Build strong client relationships by providing reliable tax advice and being a consistent point of contact for planning and compliance needs
Review and sign complex tax returns—individual, fiduciary, and small business—with attention to accuracy and alignment with client goals
Assist in coordinating tax planning activities, including quarterly estimates, projections, and year-end strategies
Contribute to process improvements by identifying efficiencies and supporting the adoption of new tools and workflows
Communicate clearly and effectively through client emails, technical memos, and planning documents
Promote collaboration between tax and wealth teams by fostering open communication and shared client understanding

What you need to have

Ability to work and deliver the quality product under tight timeframes
Excellent communication skills must be a team player
Strong analytical skills
Proficiency in Microsoft Office
Experience in tax software
Active CPA or EA license is required
A master’s degree in taxation or MBA is preferred
Five to seven (5-7) years of recent experience in public accounting, with a focus on preparing federal individual, fiduciary, and small business tax returns (C-Corp, S-Corp, Partnerships)
Management experience in a CPA or tax practice, with the demonstrated ability to grow and develop associates preferred

The base annual salary range for this role is $116,000 - $151,000 , plus, a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

#LI-Hybrid