Senior Tax Advisor

Position: Sr. Tax Accountant

Location: Great Philadelphia Area, PA (Mostly Remote)

Salary: $150K-$200K + Incentivized Bonus

Growing Boutique Financial Advisory Firm Seeks Experienced Sr. Tax Accounting Professional to Join Their Team!

Responsibilities:

· Assume responsibility for an existing book of 100+ individuals and 40+ business tax clients while maintaining high service standards and strengthening long-term client relationships.

· Develop and maintain long-term client relationships built on trust, fiduciary advice, and exceptional service.

· Prepare and review individual and business tax returns, including complex tax situations for high-net-worth clients and closely held businesses.

· Deliver proactive tax planning strategies integrated with overall financial and investment plans.

· Participate in business development and referral relationship management.

Qualifications

· CPA or EA designation required

· 15+ years of tax planning, and tax preparation experience

· Extensive experience preparing complex individual and business tax returns

· Experience using ProSeries by Intuit software (or similar) a plus.