Tax Accountant

J2T Recruiting; United States; On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

3 weeks PTO

401(k)

Equity opportunity

Professional development budget

Job summary

J2T Recruiting is seeking a Tax Accountant to support high-net-worth individuals with tax compliance, planning, and consulting in a fast-growing wealth management environment. This fully remote role emphasizes collaboration with Wealth Advisors, Financial Planners, and Tax Managers.

You will review returns, prepare projections, and engage directly with clients as you grow with the team. A CPA or EA is preferred, with 3+ years in tax, and proficiency in Microsoft Office plus Holistiplan and

Qualifications

• 3+ years of tax experience, preferably gained within public accounting, wealth management, a family office, or tax advisory services.
• Working knowledge of individual (1040), trust, estate, partnership, and corporate taxation.
• CPA or Enrolled Agent (EA) designation is highly preferred.
• Proficiency with Microsoft Office and exposure to tax-related applications like Holistiplan and Planner CS is preferred.
• Exceptional attention to detail, strong organizational skills, excellent written/verbal communication, and a highly collaborative mindset.

Responsibilities

• Review tax returns and supporting workpapers prepared by external tax providers, identifying technical issues, planning opportunities, and areas requiring follow-up.
• Coordinate deliverables with external tax preparation providers to facilitate the timely, accurate completion of client returns.
• Drive proactive planning by preparing tax projections, tax analysis, and other essential tools used in wealth planning engagements.
• Collaborate on internal strategy discussions for clients, partnering with advisor teams and planning departments to address overarching tax objectives.
• Resolve notices by researching federal/state tax matters, responding to IRS/state notices, and drafting client correspondence.
• Evolve client interaction by participating in client meetings and educational events as you grow with the team.

Skills

Public accounting tax experience

Excellent communication

Attention to detail

Collaborative mindset

Proficiency with Microsoft Office

Education

CPA or Enrolled Agent (EA) designation

Tools

Holistiplan

Planner CS

Job description

• Join a Rapidly Expanding Leader: Be part of a high-growth wealth management firm.
• A "Voice-at-the-Table" Culture: Work within a nimble, collaborative, and tight-knit tax department where your input truly matters and you collaborate closely with Wealth Advisors, Financial Planners, and Tax Managers.
• Invested in Your Growth: They provide a dedicated $2,500 annual budget per employee for professional development and workshops to level up your career.
• Clear Pathway Upward: This organization actively supports internal promotion, offering a clear track to advance your skills in proactive tax strategies, planning, and specialized consulting.

Why this job – TAX ACCOUNTANT:

Join this rapidly growing company as a Tax Accountant to support the delivery of high-touch tax compliance, planning, and consulting services to high-net-worth individuals, families, trusts, and estates. This role is designed for someone who thrives in a fast-paced, growth-oriented environment rather than a rigid, corporate structure. You will play a vital role in collaborating across departments, reviewing workpapers, preparing projections, and helping clients navigate complex tax matters. If you are a motivated professional who wants to build strong foundational skills in comprehensive wealth planning while enjoying the ultimate flexibility of a fully remote role, this is the perfect career move.

What You'll Actually Do:

• Ensure Accuracy & Review: Review tax returns and supporting workpapers prepared by external tax providers, identifying technical issues, planning opportunities, and areas requiring follow-up.
• Coordinate Deliverables: Act as a key point of contact with external tax preparation providers to facilitate the timely, accurate completion of client returns.
• Drive Proactive Planning: Prepare tax projections, tax analysis, and other essential tools used directly in sophisticated wealth planning engagements.
• Collaborate on Strategy: Participate in internal strategy discussions for clients, partnering with advisor teams and planning departments to address overarching tax objectives.
• Resolve Notice Issues: Research federal and state tax matters, respond to IRS and state tax notices, and assist with drafting clear client correspondence.
• Evolve Client Interaction: Bring a willingness to participate directly in client meetings, educational events, and prospective client discussions as you grow comfortable with the team.

To Be Successful in This Role, You Will Need:

• 3+ years of tax experience, preferably gained within public accounting, wealth management, a family office, or tax advisory services.
• Working knowledge of individual (1040), trust, estate, partnership, and corporate taxation.
• CPA or Enrolled Agent (EA) designation is highly preferred.
• Proficiency with Microsoft Office and exposure to tax-related applications like Holistiplan and Planner CS is preferred.
• Exceptional attention to detail, strong organizational skills, excellent written/verbal communication, and a highly collaborative mindset.

Where and How Much:

• Target Compensation: $80K to $95K, 10% target bonus.
• Location: 100% Remote.
• Benefits: 3 weeks PTO, 401(K), Equity opportunity, professional development budget