Talent Edge Recruiting
We are hiring for a charming & uniquely specialized CPA firm that specializes in high-net-worth individuals, farms, trusts, and complex entities. They are the sweetest group of people and they have fantastic clients (some multi-generational) that truly buy in to their consultative, trustworthy business approach!
Tax focused firm (no audit) strategic tax planning and a consultative approach are the heart of their business
Salary range $135-175k/yr+ & Bonus Opportunity
Team of less than 20 full time employees + two office doggos!
CPA or EA preferred and 3+ years of experience
Ability to conduct tax research and work independently (1031 exchanges/multi-state returns)
Hybrid role (days are negotiable) office located in Tacoma, WA
Conveniently located, modern, clean office building with safe on site parking!
Love open communication, team events, and honest peers, coworkers, and clients!
The ideal hire has the heart of a teacher and can consult and lead clients
Daily Responsibilities:
Specialize in tax planning and compliance for trusts, estates, and high-net-worth clients.
Offer expert tax advisory services and strategic consultation to clients.
Provide leadership and mentorship to senior accountants and junior staff.
Conduct in-depth research to resolve complex tax matters.
Ensure adherence to both state and federal tax regulations.
Support client relationship management efforts and maintain strong client connections.
Essential Qualifications:
Extensive experience with state trust returns and 1040 tax filings.
Preferred background in business return preparation.
Expertise in managing complex multi-state tax filings.
Skilled in researching intricate tax issues and offering client advice.
Excellent communication skills with a consultative approach.
Experience working with high-net-worth clients is a plus.
Active CPA
Requires the ability to work for any US employer without VISA sponsorship.
Seniority level
Mid-Senior level Employment type
Full-time Job function
Management Accounting
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Mid-Senior level Employment type
Full-time Job function
Management Accounting
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