Quantis Wealth Management
Senior Tax Accountant (Trusts and Estates)
Quantis Wealth Management, Vienna, Virginia, United States, 22184
Senior Tax Accountant (Trusts and Estates)
Location:
McLean, VA (Hybrid) Experience:
6+ years Compensation:
$90,000–$120,000 base + profit share + 401(k) + benefits + quality of life About Quantis: Quantis Tax Services is one of Northern Virginia’s leading integrated tax and wealth advisory firms, serving 450+ households in coordination with our sister company, Quantis Wealth Management (over $470M AUM). We provide comprehensive tax preparation and proactive planning for individuals, businesses, and estates. Responsibilities
Prepare and review complex individual, fiduciary (1041), and estate returns (706, 709). Serve as a technical resource for trust and estate tax matters. Review business returns (S-Corp, partnerships). Mentor and train junior staff on best practices. Manage a book of client relationships with an emphasis on quality and responsiveness. Work collaboratively with financial planners and CPAs to deliver integrated advice. Qualifications
CPA or EA preferred. 6+ years of experience in public accounting. Proficiency with CCH Axcess, SurePrep, and SafeSend (or similar). Excellent written and interpersonal communication skills. Strong understanding of fiduciary and estate taxation. Employer paid health care 401k and Match Disability/Life Insurance Bonus How to apply:
Feel free to apply directly to Rick@quantiswm.com and Joanne@quantistax.com Seniority level:
Mid-Senior level Employment type:
Full-time Job function:
Accounting/Auditing and Finance We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Location:
McLean, VA (Hybrid) Experience:
6+ years Compensation:
$90,000–$120,000 base + profit share + 401(k) + benefits + quality of life About Quantis: Quantis Tax Services is one of Northern Virginia’s leading integrated tax and wealth advisory firms, serving 450+ households in coordination with our sister company, Quantis Wealth Management (over $470M AUM). We provide comprehensive tax preparation and proactive planning for individuals, businesses, and estates. Responsibilities
Prepare and review complex individual, fiduciary (1041), and estate returns (706, 709). Serve as a technical resource for trust and estate tax matters. Review business returns (S-Corp, partnerships). Mentor and train junior staff on best practices. Manage a book of client relationships with an emphasis on quality and responsiveness. Work collaboratively with financial planners and CPAs to deliver integrated advice. Qualifications
CPA or EA preferred. 6+ years of experience in public accounting. Proficiency with CCH Axcess, SurePrep, and SafeSend (or similar). Excellent written and interpersonal communication skills. Strong understanding of fiduciary and estate taxation. Employer paid health care 401k and Match Disability/Life Insurance Bonus How to apply:
Feel free to apply directly to Rick@quantiswm.com and Joanne@quantistax.com Seniority level:
Mid-Senior level Employment type:
Full-time Job function:
Accounting/Auditing and Finance We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr