Jobot
Stable Quality Focused Wealth Management Firm // Competitive pay + 3 days remote
This Jobot Job is hosted by: Henry Chung Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $135,000 per year
A bit about us:
We are a boutique, established Wealth Management firm that has continued to establish success in the industry. As we continue to grow our team, we are looking for motivated individuals who can seamlessly fit in with our close-knit team environment.
We offer flexibility with hybrid/remote work options and great leadership within.
Why join us?
We offer great Work / Life Balance and stability!
Our team has worked together for 10+ years, and looking for someone who can contribute to our work and culture!
After initial training, this can revert to a potential 3 days work-from-home set up!
Great pay + bonus + benefits!
Job Details
We are seeking an experienced Senior Tax Accountant to join our wealth management team. The ideal candidate will have a strong background in preparing and reviewing S-corporation and partnership tax returns, as well as providing strategic tax planning for high-net-worth clients.
Responsibilities:
Prepare, review, and file S-corporation and partnership tax returns
Provide proactive tax planning and compliance support for clients
Research and interpret tax laws to optimize client strategies
Collaborate with advisors and clients to address complex tax issues
Ensure compliance with all federal, state, and local tax regulations
Qualifications:
Proven experience with S-corp and partnership returns
Strong knowledge of federal and state tax regulations
Bachelor’s degree in Accounting preferred (not required)
CPA designation preferred (not required)
Excellent analytical, communication, and organizational skills
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
This Jobot Job is hosted by: Henry Chung Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $135,000 per year
A bit about us:
We are a boutique, established Wealth Management firm that has continued to establish success in the industry. As we continue to grow our team, we are looking for motivated individuals who can seamlessly fit in with our close-knit team environment.
We offer flexibility with hybrid/remote work options and great leadership within.
Why join us?
We offer great Work / Life Balance and stability!
Our team has worked together for 10+ years, and looking for someone who can contribute to our work and culture!
After initial training, this can revert to a potential 3 days work-from-home set up!
Great pay + bonus + benefits!
Job Details
We are seeking an experienced Senior Tax Accountant to join our wealth management team. The ideal candidate will have a strong background in preparing and reviewing S-corporation and partnership tax returns, as well as providing strategic tax planning for high-net-worth clients.
Responsibilities:
Prepare, review, and file S-corporation and partnership tax returns
Provide proactive tax planning and compliance support for clients
Research and interpret tax laws to optimize client strategies
Collaborate with advisors and clients to address complex tax issues
Ensure compliance with all federal, state, and local tax regulations
Qualifications:
Proven experience with S-corp and partnership returns
Strong knowledge of federal and state tax regulations
Bachelor’s degree in Accounting preferred (not required)
CPA designation preferred (not required)
Excellent analytical, communication, and organizational skills
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.