SteelPeak Wealth
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This range is provided by SteelPeak Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $100,000.00/yr - $120,000.00/yr
About SteelPeak Wealth SteelPeak Tax Consulting is a division of SteelPeak Wealth, a comprehensive wealth management firm offering family office services, investment advisory, and tax consulting. We serve high-net‑worth individuals, families, and closely held businesses with personalized, sophisticated financial solutions.
Position Overview We are seeking a highly skilled and detail‑oriented Senior Tax Associate to join our growing tax team. This hands‑on role involves the preparation of individual, corporate, partnership, and trust tax returns, along with accounting support. You’ll work closely with experienced professionals to deliver high‑quality service to a range of clients—from small businesses to high‑net‑worth individuals.
Key Responsibilities
Prepare individual, partnership, trust and corporation tax returns
Ensure tax filings are complete, accurate, and compliant with current laws
Support full‑cycle accounting, including adjusting journal entries
Work within QuickBooks, QuickBooks Online (QBO), Sage
Review client financials and source documents, flag inconsistencies
Maintain thorough, organized workpapers for internal review
Occasionally assist with client questions and follow‑up documentation
Qualifications
5+ years of hands‑on experience with federal income tax preparation
5+ years of experience with QuickBooks, QBO, and Sage
Strong experience working with small business and high‑net‑worth clients
Detail‑oriented with excellent organizational skills
CPA or EA designation preferred (or actively working toward it)
Experience with CCH Axcess Suite a plus
What We Offer
Flexible hybrid work structure
Paid Time Off accrual
401(k) with company match (eligible after one year)
Collaborative, supportive team environment
Exposure to diverse and sophisticated financial situations
Long‑term professional growth within a client‑focused firm
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Accounting/Auditing and Finance
Industries: Financial Services and Accounting
Referrals increase your chances of interviewing at SteelPeak Wealth by 2x
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This range is provided by SteelPeak Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $100,000.00/yr - $120,000.00/yr
About SteelPeak Wealth SteelPeak Tax Consulting is a division of SteelPeak Wealth, a comprehensive wealth management firm offering family office services, investment advisory, and tax consulting. We serve high-net‑worth individuals, families, and closely held businesses with personalized, sophisticated financial solutions.
Position Overview We are seeking a highly skilled and detail‑oriented Senior Tax Associate to join our growing tax team. This hands‑on role involves the preparation of individual, corporate, partnership, and trust tax returns, along with accounting support. You’ll work closely with experienced professionals to deliver high‑quality service to a range of clients—from small businesses to high‑net‑worth individuals.
Key Responsibilities
Prepare individual, partnership, trust and corporation tax returns
Ensure tax filings are complete, accurate, and compliant with current laws
Support full‑cycle accounting, including adjusting journal entries
Work within QuickBooks, QuickBooks Online (QBO), Sage
Review client financials and source documents, flag inconsistencies
Maintain thorough, organized workpapers for internal review
Occasionally assist with client questions and follow‑up documentation
Qualifications
5+ years of hands‑on experience with federal income tax preparation
5+ years of experience with QuickBooks, QBO, and Sage
Strong experience working with small business and high‑net‑worth clients
Detail‑oriented with excellent organizational skills
CPA or EA designation preferred (or actively working toward it)
Experience with CCH Axcess Suite a plus
What We Offer
Flexible hybrid work structure
Paid Time Off accrual
401(k) with company match (eligible after one year)
Collaborative, supportive team environment
Exposure to diverse and sophisticated financial situations
Long‑term professional growth within a client‑focused firm
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Accounting/Auditing and Finance
Industries: Financial Services and Accounting
Referrals increase your chances of interviewing at SteelPeak Wealth by 2x
#J-18808-Ljbffr