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Senior Tax Accountant / Tax Manager 15838535

Washington, DC

Wealth Management Firm
Senior Tax Accountant / Tax Manager ($100K - $130K)
Hybrid (DMV)

Our client, is a growing wealth management firm and seeking a talented Senior Tax Accountant or Tax Manager. Client is a small, growing, business-casual wealth management firm whose primary business objective for its income tax preparation practice is to allow it to be more proactive in the tax planning components of financial planning. This person will be part of a small team who works closely together in servicing clients – for this person, there is no getting lost in a big company!

While the primary role will be income tax preparation, as a part of our firm, you will also have the opportunity to interact directly with clients in the financial planning process, going beyond just tax compliance to more broadly assist clients in planning their overall financial lives.

Job Description:

  • Individual, business, trust, gift, and estate return preparation
  • Meet and communicate with tax and wealth management clients
  • Path to becoming a licensed financial advisor, if desired
  • Research and analysis of technical issues
  • Provide excellent care and customer service
  • You will run tax projections and “what-ifs” in conjunction with clients’ overall financial planning to develop tax and retirement strategies

Qualifications:

  • CPA preferred but not required
  • 3-5 years (or more) of income tax return preparation experience
  • Public accounting highly preferred
  • She/he should be detail-oriented, thorough and an organized self-starter
  • Should have ability to manage multiple projects while meeting normal deadlines
  • Experience with Prosystem FX tax software and QuickBooks a plus, but not required

Benefits:

  • Very competitive compensation
  • Continuing education
  • 401(k) and Match
  • Paid time off
  • Life/Health Insurance
  • Annual bonus plan
  • Reasonable work/life balance
  • Flexible work schedule
  • Relaxed and friendly work environment

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