Remote Tax Accountant for Wealth Planning & Compliance

AGTalentAlliance; United States; Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Flexible Work Schedule

Highly Subsidized Medical, Dental, and

Vision Coverage

401(k) with Company Match

Life Insurance and Disability Coverage

Mental Health Resources

Flexible Spending and Health Savings

Professional Development and Reimburs.

Job summary

AGTalentAlliance is seeking a Tax Accountant to support tax compliance, planning, and consulting for high-net-worth individuals, families, trusts, estates, and closely held businesses in a remote role. You will review returns, analyze data, and collaborate with wealth advisors and planning teams to deliver proactive tax strategies.

The ideal candidate has strong technical tax knowledge, excellent communication, and a commitment to high-quality client service in a collaborative environment; CPA

Qualifications

• Knowledge of individual, trust, estate, partnership, and corporate taxation.
• Experience in wealth management, family office, or tax advisory services.
• Excellent written, verbal, and interpersonal communication.
• Ability to engage in client meetings and educational events.

Responsibilities

• Review tax returns and supporting workpapers, identify planning opportunities and issues.
• Coordinate with external providers for timely, accurate tax returns and deliverables.
• Participate in internal strategy discussions to support tax planning objectives.
• Prepare tax projections and analyses for wealth planning engagements.
• Research federal and state tax matters and communicate findings to advisors.
• Respond to IRS/state notices and draft correspondence as needed.
• Support development of tax processes and client service initiatives.
• Maintain current knowledge of tax laws and planning strategies.

Skills

Tax planning knowledge

Client communications

Attention to detail

Professional integrity

Confidentiality

Education

CPA or Enrolled Agent designation

Tools

Microsoft Office

Tax software applications

Job description

Remote Tax Accountant | Up to $100K + Bonus + Incentives

Job Openings Remote Tax Accountant | Up to $100K + Bonus + Incentives

About the job Remote Tax Accountant | Up to $100K + Bonus + Incentives

Tax Accountant | Up to 100K + Bonus + Incentives

Remote | Selected Western U.S. States | West Coast Business Hours

Description

Our client is a growing independent wealth management firm seeking a Tax Accountant to support the delivery of tax compliance, planning, and consulting services for high-net-worth individuals, families, trusts, estates, and closely held businesses.

This role provides tax analysis, identifies planning opportunities, assists with tax return review and oversight, and helps clients navigate complex tax matters while working collaboratively with advisory and planning teams.

Summary

The Tax Accountant partners closely with Wealth Advisors, Financial Planners, Tax Managers, and other members of the tax team to support proactive tax strategies, improve client outcomes, and deliver an exceptional client experience.

The ideal candidate possesses strong technical tax knowledge, excellent communication skills, and a commitment to delivering high-quality service in a collaborative, client-focused environment.

Key Responsibilities

• Review tax returns and supporting workpapers prepared by external tax providers, identifying planning opportunities, technical issues, and areas requiring follow-up.
• Coordinate with external tax preparation providers to facilitate the timely and accurate completion of client tax returns and related deliverables.
• Participate in internal client strategy discussions and collaborate with advisory and planning teams to support tax planning objectives.
• Assist in coordinating tax services, analyses, and department initiatives.
• Prepare tax projections, tax analyses, and other tools used in comprehensive wealth planning engagements.
• Research federal and state tax matters and communicate findings to advisors, planners, and clients.
• Respond to IRS and state tax notices and assist with drafting correspondence as needed.
• Support the development and enhancement of tax-related processes, procedures, and client service initiatives.
• Maintain current knowledge of tax laws, regulations, and planning strategies impacting clients.
• Perform additional responsibilities as needed to support client service, business development, and retention initiatives.
• Adhere to company policies and maintain a strong focus on quality, consistency, and compliance.

Qualifications

• Working knowledge of individual, trust, estate, partnership, and corporate taxation, preferably gained through 3+ years of experience in public accounting, wealth management, family office, tax advisory services, or a related professional services environment.
• CPA or Enrolled Agent (EA) designation preferred.
• Proficiency with Microsoft Office and tax-related software applications.
• Excellent written, verbal, and interpersonal communication skills.
• Experience participating in client meetings, educational events, and prospective client discussions.
• Strong attention to detail, exceptional organizational skills, and a demonstrated ability to follow through on commitments.
• Self-motivated with sound professional judgment, integrity, and a commitment to maintaining confidentiality.

Our client offers a comprehensive benefits package designed to support employees both professionally and personally, including:

• Flexible Work Schedule
• Highly Subsidized Medical, Dental, and Vision Coverage
• 401(k) with Company Match
• Life Insurance and Short- and Long-Term Disability Coverage
• Mental Health Resources
• Flexible Spending and Health Savings Accounts
• Professional Development and Educational Reimbursement