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.