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    Hybrid Senior Tax Accountant, CPA - San Jose, United States - Boutique Recruiting

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    Description
    Job Description


    A well-established holistic wealth management firm in Boulder, CO is in search of Hybrid Senior Tax Accountant to prepare and complete individual tax returns for high-net-worth clients.

    You will be responsible for collaborating with a dedicated team while handling a high volume of tax work and other financial services.

    The position involves a blend of technical expertise with tax software tools, along with traditional knowledge of individual and wealth management matters.


    You can look forward to joining a friendly and fast-paced team environment that embraces a culture of support for clients, the community and one another.

    The position offers a flexible hybrid schedule, competitive salary, 100% medical coverage, 401k, growth opportunities and more

    Pay Range:
    $85,000 - $115,000 DOE

    Responsibilities

    Prepare and complete individual federal and state tax returns for high-net-worth clients
    Collaborate with the team to manage a high volume of tax returns
    Engage with diverse clientele, understanding and addressing individual financial needs
    Prepare quarterly tax calculations tailored for individual clients
    Respond to tax notices and generate related written documents as required
    Utilize various tax tools efficiently and accurately to complete tax-related tasks

    Requirements

    Bachelor's degree is required
    2-3 years of experience in a relevant field
    CPA license
    Proficiency in Excel, Word, Outlook, and PowerPoint
    Experience with CCH Axcess Tax, CCH Axcess Workflow, TaxCaddy, and/or SurePrep
    Experience with UHNW tax and planning engagements is preferred

    Benefits

    100% medical insurance coverage
    Dental and Vision insurance
    401k with 3% match
    10 days PTO
    5 days PSL
    11 paid holidays
    Bonus potential
    Growth opportunities
    Flexible hybrid schedule
    Tax prep discounts
    Friendly work environment
    New office space

    To learn more about this position, submit your application today

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    Learn more about Boutique Recruiting

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