A wealth management firm is adding a TAX SENIOR to their team! 

As a Tax Senior, you will be responsible for preparing and reviewing tax returns, bookkeeping, tax planning and tax strategy. 

The position is mostly REMOTE with occasional visits to the office to meet with clients.

Essential Job Functions:

- MUST BE A CPA OR EA 

- Prepare and review tax returns

- Develop and maintain client relationships

- Provide bookkeeping

- Tax Planning 

- Perform complex tax research and analysis

- Tax Strategy 

Skills:

- 4+ years of strong tax experience

- Certified Public Accountant (CPA) designation, or Enrolled Agent (EA) 

- Experience working with Quickbooks

- Excellent communication and interpersonal skills

This is an amazing opportunity to join a growing company.  

The position requires related experience working in external relationship ...