Tax Accountant

2 hours, 35 minutes ago
Full-time
Mid Level
Finance and Accounting
EP Wealth

EP Wealth

EP Wealth provides comprehensive wealth management services by offering personalized financial planning, tax integration, and estate planning, all tailored to help clients achieve their unique financial goals.

Capital Markets
251-1K
Founded 2004

Description

  • Review tax returns and supporting workpapers from external providers, identifying technical issues and planning opportunities.
  • Coordinate with external tax providers to ensure timely and accurate tax deliverables.
  • Collaborate with Wealth Advisors, Financial Planners, Tax Managers, and planning teams on client tax strategies.
  • Prepare tax projections, analyses, and tools for wealth planning engagements.
  • Research federal and state tax matters and communicate findings to advisors, planners, and clients.
  • Respond to IRS and state tax notices and assist with drafting correspondence.
  • Support tax service integration, department projects, process improvements, and client service initiatives.
  • Maintain current knowledge of tax laws, regulations, and planning strategies.
  • Participate in client meetings, educational events, and prospective client discussions.

Requirements

  • 3+ years of experience with individual, trust, estate, partnership, and corporate taxation, preferably in public accounting, wealth management, family office, tax advisory, or related professional services.
  • CPA or Enrolled Agent designation preferred.
  • Proficiency with Microsoft Office and tax-related software applications.
  • Strong written, verbal, and interpersonal communication skills.
  • Strong attention to detail, organizational skills, and follow-through.
  • Self-motivation, sound professional judgment, integrity, and commitment to confidentiality.
  • Ability to collaborate effectively with advisors, planners, tax professionals, and clients.

Benefits

  • Base salary of $80,000–$95,000 per year.
  • 11 paid holidays plus 2 floating holidays.
  • Paid parental leave and paid volunteer time.
  • Flexible work schedule.
  • Subsidized health, dental, and vision plans.
  • 401(k) with company match, flexible spending accounts, and health savings accounts.
  • Mental health services, life insurance, short- and long-term disability insurance, and an employee assistance program.
  • Educational expense reimbursement and financial education.

Interested in this position?

Apply directly on the company website

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