Senior Tax Accountant - SET UP

Sound Decisions; Venice (FL); Hybrid; USD 95,000 - 130,000; Full time

Benefits offered by this job

Bonus eligible

Flexible hybrid work model

Job summary

Sound Decisions, a growing investment management firm, is seeking a Senior Tax Accountant to lead tax preparation and consultation as the firm expands its integrated tax and family office services. The role involves preparing individual and small business returns across multiple states, coordinating with clients and advisors, and staying current on tax laws.

The ideal candidate has a CPA or EA, 3–5 years of tax experience, strong communication and project management skills, and proficiency with

Qualifications

• Must reside within 100 miles of Venice, FL or Boston, MA offices; remote role with periodic office visits required, especially during tax season.
• 3-5 years of accounting experience; CPA or EA certification required, with a focus on tax return preparation.
• Strong working knowledge of individual and corporate tax law across multiple jurisdictions.
• Proficiency in one or more accounting software packages (ProSystem FX, Drake, QuickBooks, etc.).
• Strong communication skills and the ability to manage projects, particularly during tax season.

Responsibilities

• Prepare tax returns for individuals and some small businesses/partnerships across multiple states.
• Work directly with clients on financial data collection and communication.
• Stay current on tax laws and communicate relevant strategies to clients.
• Assist with tax planning and provide recommendations to optimize clients' tax exposure.
• Coordinate with advisors on tax and wealth management strategy.

Skills

Tax knowledge

Client communication

Multi-state tax

Tax planning

Project management

Education

Bachelor's degree in Accounting

CPA or EA certification

Tools

ProSystem FX

Drake

QuickBooks

Job description

About the job Senior Tax Accountant - SET UP

We are a growing investment management firm expanding into integrated tax and family office services. We're seeking a Senior Accountant to take a lead role in tax preparation and consultation as we bring new clients onto our platform, which includes tax prep, financial planning, trusts, estates, and investment management.

Job Description:

• Prepare tax returns for individuals and some small businesses/partnerships across multiple states.
• Work directly with clients on financial data collection and communication.
• Stay current on tax laws and communicate relevant strategies to clients.
• Assist with tax planning and provide recommendations to optimize clients' tax exposure.
• Coordinate with advisors on tax and wealth management strategy.

Requirements:

• Must reside within 100 miles of our Venice, FL or Boston, MA (suburbs) offices; remote role with periodic office visits required, especially during tax season.
• Bachelor's degree in Accounting.
• 3-5 years of accounting experience; CPA or EA certification required, with a focus on tax return preparation.
• Strong working knowledge of individual and corporate tax law across multiple jurisdictions.
• Proficiency in one or more accounting software packages (ProSystem FX, Drake, QuickBooks, etc.).
• Strong communication skills and the ability to manage projects, particularly during tax season.

Ideal Candidate Profile:

You are detail-oriented, organized, and client-focused. You enjoy digging into complex tax situations and building lasting client relationships. You are collaborative, adaptable, and thrive under deadline pressure during tax season while maintaining accuracy year-round.

Bonus eligible, with a generous incentive package and flexible hybrid work model.