Company Description:
Company is an independent and specialized consultancy firm catering to the fiduciary and succession needs of HNWI, their families, and businesses. With 15+ years of experience, our firm offers a wide array of services tailored to the specific circumstances and objectives of our clients. We partner with fiduciary providers, banks, law firms, family offices, and accountants to ensure that our clients receive the personalized attention they deserve.
Our main objective is to provide cost-effective solutions and help our clients navigate the ever-changing compliance environment with simplicity, clarity, and flexibility.
Role Description:
This is a full-time remote role for a Tax Accountant. The Tax Accountant will be responsible for preparing and analyzing financial statements, maintaining financial records, reconciling account balances, and preparing and submitting tax documents. They will also assist with the month-end and year-end closing process, and provide support to the accounting department as needed.
Qualifications:
- Strong knowledge of accounting principles and practices
- Proficiency with QuickBooks and Microsoft Office
- Experience with tax preparation and reporting
- Attention to detail and accuracy in record-keeping
- Effective communication skills and ability to work collaboratively as part of a team
- Bachelor's degree in Accounting or related field
- CPA certification or CPA track is a PLUS!
- Experience in a similar role or in the financial services industry is a plus!
Compensation / Pay Rate (Up to): $75,000.00 - $95,000.00 Per Year