Senior Tax Accountant (Hybrid)

CyberCoders; Dallas (TX); Hybrid; USD 80,000 - 100,000; Full time

Job summary

A leading company in wealth management seeks a Senior Tax Accountant to join their team. This hybrid role requires expertise in high-net-worth tax returns and offers a competitive salary with full benefits. Ideal candidates will have a CPA or EA and experience in public accounting.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401k Match

Generous PTO

Paid Holidays

Discretionary Bonus

Qualifications

• 2-3+ years in Public Accounting or Wealth Management in a tax role.
• Must have either an active CPA or EA.

Responsibilities

• Assist with the preparation of quarterly tax calculations.
• Prepare and review personal federal and state tax returns.
• Research tax notices and prepare correspondence.

Skills

Public Accounting

Wealth Management

High-Net-Worth tax returns

SurePrep

CCH Axcess

Education

Bachelor in Accounting

Tools

SurePrep

CCH Axcess

Job description

Job Title : Tax Senior / Senior Tax Accountant

Location : Hybrid 2-3 days in office1 of 5 locations (Chicago, IL / Boca Raton, FL / Dallas, TX / Los Angeles, CA / Boulder, CO)

Salary : $80-100k DOE

Requirements : 2-3+ years in Public Accounting OR Wealth Management in a tax role, Musthave either an active CPA or EA, Experience preparing High-Net-Worth tax returns required, Must have experience in SurePrep & CCH Axcess tax software's, Bachelors in Accounting or related field required

About us :

We are "Registered Investment Advisors" (RIAs) founded in 1999 based in Los Angeles with 200+ employees and over $20 billion in Assets Under Management. We work exclusively with High Net Worth and Ultra High Net Worth Individuals and their multi-million and billion-dollar businesses as well as their families. Due to continuous growth, we are looking to add Senior Tax Accountants to the team! We offer a flexible work environment, support personal and professional growth, and embrace a culture of supporting each other, our communities, and our clients.

• This is a Hybrid / Remote Role! (2-3 days in office / 2-3 days work from home)

What you'll be doing :

• Assist with the preparation of quarterly / periodic estimated tax calculations.
• Prepare and review personal federal and state tax returns.
• Research tax notices from federal / state agencies and prepare written correspondence as needed.
• Participates actively in client meetings and tax planning sessions.
• Use a broad range of tax tools and techniques to ensure efficiency and accuracy.
• Supports corporate culture from a learning and team building perspective

Competitive Salary Depending on Experience : $80k - $100k+

• Full Benefits (Health, Dental, and Vision)
• 401k Match
• Generous PTO
• Paid Holidays
• Discretionary Bonus

Applicants must be authorized to work in the U.S.