Tax Senior: Trusted Advisor for High-Net-Worth Clients

Jobot

Vancouver (WA)

Hybrid

USD 85,000 - 110,000

Full time

12 days ago
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Benefits offered by this job

Health benefits 50% employer-paid
SIMPLE IRA 3% match
Approximately 25 days PTO/holidays/s3
Licensing reimbursement
Continuing education

Job summary

Jobot in Vancouver, WA is seeking a tax professional to join a well-established accounting firm with a shared client base. You will prepare and review individual tax returns, provide tax projections, respond to IRS notices, and build lasting client relationships as a trusted advisor.

The role offers a hybrid schedule, competitive compensation, and opportunities for growth, continuing education, and licensing reimbursement within a collaborative culture.

Qualifications

  • Public accounting tax experience.
  • Strong individual tax preparation experience.
  • Excellent communication and client relationship skills.
  • Ability to work independently while collaborating with a close-knit team.
  • EA or CPA preferred but not required.

Responsibilities

  • Prepare and review primarily individual income tax returns
  • Prepare tax projections throughout the year
  • Respond to IRS notices and assist with tax resolution matters
  • Build and maintain long-term client relationships
  • Provide proactive tax planning recommendations
  • Collaborate with firm leadership on complex tax matters
  • Identify opportunities to expand services for existing clients

Skills

Public accounting tax experience
Individual tax preparation
Communication
Client relationships
Independent yet collaborative work

Education

EA or CPA preferred

Job description

Jobot in Vancouver, WA is seeking a tax professional to join a well-established accounting firm with a shared client base. You will prepare and review individual tax returns, provide tax projections, respond to IRS notices, and build lasting client relationships as a trusted advisor.

The role offers a hybrid schedule, competitive compensation, and opportunities for growth, continuing education, and licensing reimbursement within a collaborative culture.

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