Senior Staff Accountant Job at Harrison Gray Search & Consulting in Lewes

Harrison Gray Search has partnered with a fast-growing wealth advisory firm to find its next Senior Staff Accountant in Lewes, DE.

The Role

As part of a collaborative Tax & Consulting team, this role involves delivering tax and consulting services, as well as specialized financial planning. The Senior Accountant will assist the team and wealth advisors with a comprehensive process that addresses all areas of a clients tax planning and wealth management needs.

What Youll Do

• Tax:
• Prepare federal and state tax returns for individuals, corporations, partnerships, and fiduciaries.
• Communicate clearly with clients, tax staff, advisors, and senior management.
• Develop and maintain client relationships by providing excellent service.
• Become a point person for clients by taking on increasing responsibility.
• Master various software used for tax, paperless documents, and workflow.
• Research complex tax issues.
• Business Services:
• Assist with the preparation and review of monthly financial statements, including payroll and journal entries.
• Assist with the preparation and review of various quarterly and annual compliance reports.
• Financial Planning:
• Gather and organize client financial data.
• Prepare various tax and financial planning analyses (e.g., tax, Social Security, and pension).

Qualifications:

• Bachelors degree in accounting or a related field.
• 25 years of experience in tax preparation.
• Pursuing or holding an active CPA or EA license.
• CFP or Series 65 certification a plus (or interest in obtaining).
• Proficiency in Excel, Word, Outlook, and tax analysis software is preferred.
• Excellent communication skills and a team-first mindset.

Why This Opportunity Stands Out

• Join a nationally recognized, employee-owned wealth advisory firm that has served individuals, families, and institutions for over three decades.
• The firm integrates investment management, tax strategy, retirement planning, and corporate financial services to help clients achieve their ideal financial futures.
• Employees thrive in a culture of integrity, growth, collaboration, and doing whats right.
• The organization is deeply committed to professional development, innovation, and long-term career advancement.

Compensation & Benefits

• Competitive base salary ranging from $78k-$105k.
• Comprehensive benefits available on Day One, including:
• Multiple medical plan options and wellness accounts (HSA/FSA)
• Dental and vision coverage
• Company-paid life, AD&D, and disability insurance
• 401(k) with company match (Roth and Traditional)
• Generous paid time off, including summer hours and additional time post-tax season
• Paid parental leave and personal leave options
• Professional development leave and certification support
• Wellness and fitness reimbursements
• Company swag allowance and exclusive employee discounts
• Employee recognition programs and team incentive plans