Staff Tax Accountant

We are seeking a Staff Tax Accountant in the Private Client Group of our wealth management firm. The candidate will provide analytical support, consultation and advice for high-net-worth clients. This role supports year-round tax preparation and planning through tax returns, projections, and research, working closely with colleagues and other professional advisors to address clients’ tax and financial planning needs. By taking the time to understand each client’s needs and providing thoughtful, responsive support, this role helps clients feel more confident navigating tax matters and making decisions that support their financial goals. The position also offers a hybrid work arrangement, with the option to work from home 2–3 days per week after an initial orientation period.

Key Responsibilities

• Year-round preparation of deliverables (tax returns, tax projections, special projects)
• Develop a thorough knowledge of an assigned client base
• Communicate directly with clients and other professional advisors as needed
• Conduct research on tax and financial planning topics and make recommendations
• Participate in client meetings as needed
• Develop specific expertise in several areas of tax and financial planning
• Develop skills to use the tools available to complete projects in a paperless environment

Role Scope and Working Relationships

• Direct Reports : N/A
• Decision-making responsibility: Support role in key decisions and matters requiring approval
• Key internal partner(s): Tax Department, Private Client Group
• Key external relationship(s): Clients and other client-engaged professionals (i.e. other CPAs, advisors, attorneys, etc..)
• Primary systems/tools: CCHAxcess Tax and Practice, BNA, Sureprep, Arch, Microsoft Office Suite, Adobe, RIA Checkpoint, CoCounsel, Salesforce, Sharefile, Zoom Workplace, Fidelity Wealthscape, and Schwab Advisor Center.
• Travel Requirements: Limited travel