CFS
Senior Tax Accountant
A growing investment and wealth management firm is seeking a
Senior Tax Accountant
to join its established tax practice. With over 700 tax clients, this is a prime opportunity for a skilled tax professional to step into a leadership role and help shape the future of the firm. Why This Role Stands Out:
Take ownership of a existing client base
Opportunity to lead and grow the tax practice
Collaborative, forward-thinking team with a strong client service culture
Strong work-life balance
Responsibilities: Prepare and review tax returns for individuals, nonprofits, S-Corps, C-Corps, and partnerships
Lead and mentor junior tax staff
Collaborate with leadership to improve systems and scale operations
Support expansion into outsourced accounting and bookkeeping services
Utilize tools such as Lacerte Tax Software, QuickBooks Online, and Creative Solutions
Candidate Profile: 3+ years of tax experience
Bachelor's degree in
Accounting
CPA preferred ; candidates actively pursuing CPA will be considered
Salary: $75,000 to $90,000 #ZRCFS #INNOV2025
A growing investment and wealth management firm is seeking a
Senior Tax Accountant
to join its established tax practice. With over 700 tax clients, this is a prime opportunity for a skilled tax professional to step into a leadership role and help shape the future of the firm. Why This Role Stands Out:
Take ownership of a existing client base
Opportunity to lead and grow the tax practice
Collaborative, forward-thinking team with a strong client service culture
Strong work-life balance
Responsibilities: Prepare and review tax returns for individuals, nonprofits, S-Corps, C-Corps, and partnerships
Lead and mentor junior tax staff
Collaborate with leadership to improve systems and scale operations
Support expansion into outsourced accounting and bookkeeping services
Utilize tools such as Lacerte Tax Software, QuickBooks Online, and Creative Solutions
Candidate Profile: 3+ years of tax experience
Bachelor's degree in
Accounting
CPA preferred ; candidates actively pursuing CPA will be considered
Salary: $75,000 to $90,000 #ZRCFS #INNOV2025