Senior Tax Accountant with Wealth Advisory Firm

2 weeks ago


Manchester, Connecticut, United States Virtual Full time
Senior Tax Accountant Job Description

Vaco is partnering with a wealth advisory firm in Connecticut to find a Senior Tax Accountant. The firm provides wealth and tax advisory services in two locations in Connecticut. This role will be based in their northern location near Manchester, CT.

Responsibilities:
  • Tax Preparation and Planning: Prepare and review individual, fiduciary, exempt, corporate, and partnership tax returns in compliance with federal and state tax laws.
  • Estimated Tax Payments: Calculate and prepare personal and business estimated Federal and State tax payments.
  • Tax and Financial Strategies: Develop and implement tax and financial strategies for clients.
  • Client Communication: Communicate with clients and staff to ensure timely deliverable reviews of financial statements with a focus on tax law compliance and profit maximization.
  • Professional Development: Stay current with tax law changes and maintain a strong commitment to professional education.
  • Tax Agency Correspondence: Interpret, investigate, prepare, and respond to correspondence from the IRS and other Taxing Agencies.
Qualifications:
  • CPA: Certified Public Accountant highly preferred.
  • Experience: Minimum 5 years' experience in the preparation and review of Federal and State tax returns.
  • RIA Industry Experience: Registered Investment Advisor (RIA) industry experience preferred.
  • Communication Skills: Strong communication skills and ability to work within a team environment.
  • Software Knowledge: Tax software, Microsoft Suite of Products, and Lacerte are a plus.
  • Customer Service: Excellent customer service skills with a focus on delivering results to achieve client satisfaction.


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