Financial Expertise

We are an innovative organization committed to empowering individuals, families, and entrepreneurs to achieve their financial goals. Our focus is on delivering exceptional services in personal and business economics, challenging the status quo and adding value to our clients' lives.

We operate through multiple divisions, including e3 Wealth for wealth management services, e3 Tax for full-service bookkeeping, accounting, and tax expertise, and e3 Family Office for wealth and tax professional services.

This Senior Accountant will collaborate with our advisors at e3 Wealth on client engagements, providing expert advice on complex services such as due diligence, income tax mitigation, asset class determination, investment criteria, building a financial team, entity structure, and asset protection.

• 5+ years of experience in tax compliance, including filing key forms like 1040, 1041, Schedule C, and 1120-S (CPA or EA designation not required)
• Ability to reconcile financial statements and make adjustments for S-Corporations with revenues under $5 Million
• Prioritize tasks effectively and complete a minimum of 300 tax returns in a tax season (March to August timeframe) with low to medium complexity
• Understanding of investment activity interpretation on Form 1099 and Form K-1
• Excellent communication skills to educate clients about their tax situation and input data accurately
• Strong work ethic, eagerness to learn, adaptability to technology, teamwork skills, and comfort asking questions when needed

$80,000 annual salary, overtime rate of $60/hour, possible bonuses based on performance indicators, 401K eligibility, and Health Insurance stipend

This role offers opportunities to advance to a Tax Strategist position within the company, working closely with advisors on complex client engagements and contributing to the growth of e3 ConsultantsGROUP.