Senior Tax Accountant with Wealth Advisory Firm
4 weeks ago
Vaco is partnering with a wealth advisory firm in Connecticut to find a skilled Senior Tax Accountant. The firm provides comprehensive wealth and tax advisory services from two locations in Connecticut. This role will be based in their northern location near Manchester, CT.
Key Responsibilities:- Tax Preparation and Planning: Prepare and review individual, fiduciary, exempt, corporate, and partnership tax returns in compliance with federal and state tax laws.
- Estimate Tax Payments: Calculate and prepare personal and business estimated Federal and State tax payments.
- Tax Strategies: Develop and implement tax and financial strategies to maximize client benefits.
- Client Communication: Communicate effectively with clients and staff to ensure timely deliverable reviews of financial statements, focusing on tax law compliance and profit maximization.
- Professional Development: Stay current with business environment and tax law changes through ongoing education and training.
- Tax Agency Correspondence: Interpret, investigate, prepare, and respond to correspondence from the IRS and other taxing agencies.
- CPA Certification: Highly preferred
- Experience: Minimum 5 years in the preparation and review of Federal and State tax returns
- 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 (a plus)
- Deadline-Oriented: Ability to work in a fast-paced deadline-oriented environment
- Customer Service: Excellent customer service skills with a focus on delivering results to achieve client satisfaction
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