Senior Tax Associate - Remote, HNW Focus, PTO + 401(k)

J2T Recruiting; Massachusetts; Remoto; USD 90.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

PTO

Medical insurance

401(k) with match

14 holidays

Descrizione del lavoro

J2T Recruiting partners with a nationally ranked RIA firm to recruit a Senior Tax Associate. You will support tax compliance and analysis for high-net-worth clients, preparing income tax returns and quarterly estimates while collaborating with EAs, CPAs, and wealth managers in a relationship-focused environment.

This 100% remote role is based in the Northeast, offering a balanced workload with no audits or business development duties, generous PTO, and holidays.

Competenze

• Bachelor’s degree in Accounting or related field required.
• 3+ years public accounting or equivalent tax preparation experience.
• CPA or EA certification is a plus.
• Experience with high-net-worth clients.
• Individual and Business return experience (1040, 1120, 1120-S).
• Strong tax preparation knowledge; experience with CCH Axcess preferred.
• Excellent communication, highly organized, detail-oriented with strong time-management abilities.

Mansioni

• Prepare tax returns for high-net-worth individuals, trusts, and businesses; create quarterly estimates and projections.
• Serve as a reliable point of contact for tax questions, estimates, and analysis with clients and wealth management teams.
• Coordinate with tax support staff to ensure timely workflow and data integrity.
• Respond to tax notices and stay up to date on evolving tax laws to advise on client impact.

Conoscenze

Communication skills

Organizational skills

Time management

Attention to detail

Formazione

Bachelor’s degree in Accounting

CPA or EA (preferred)

Strumenti

CCH Axcess

Descrizione del lavoro

J2T Recruiting partners with a nationally ranked RIA firm to recruit a Senior Tax Associate. You will support tax compliance and analysis for high-net-worth clients, preparing income tax returns and quarterly estimates while collaborating with EAs, CPAs, and wealth managers in a relationship-focused environment.

This 100% remote role is based in the Northeast, offering a balanced workload with no audits or business development duties, generous PTO, and holidays.