Tax Senior/Reviewer (100% Remote + No Billable Hours)

Who We Are

We are a nationally recognized wealth management firm with over $20B in assets under management looking for a Tax Reviewer to support our high-net-worth client base.

This is not a traditional CPA firm—we're a planning-focused, client-centric environment where you'll work closely with financial advisors to provide comprehensive tax strategy and support. If you're looking to move away from the grind of public accounting, this is a unique opportunity to shift into a more balanced, advisory-driven role.

What Stands Out About This Opportunity

Work-Life Balance That Actually Exists:
• No Billable Hours – Work is focused on impact, not tracking time
• Reduced Busy Season: 50–55 hours/week max during peak season
• Planning-Focused: Off-season dedicated to strategy, not just compliance
• 100% Remote flexibility (or hybrid if near one of our offices)

Professional Growth & Environment:
• Non-Public Environment: Work alongside wealth and investment advisors
• HNW Clientele: Exposure to complex individual, trust, and partnership returns
• Collaborative culture focused on comprehensive client service
• Opportunity to participate in tax planning strategies tied to broader wealth management goals

What We Offer

Compensation & Benefits:
• Competitive salary up to $145k based on experience
• Discretionary bonuses up to 10-15%
• Comprehensive benefits package

Professional Development:
• Exposure to complex tax matters and high-touch clients
• Cross-functional collaboration with financial planning and investment teams
• Opportunity to grow from review work into strategic tax planning
• Stay current on tax law changes impacting HNW clients

Key Responsibilities
• Review and prepare tax returns for HNW individuals, trusts, partnerships, and related entities
• Quality control on complex tax filings and ensure accuracy
• Collaborate with senior team members on tax planning strategies
• Coordinate with financial planning and investment teams on client strategy
• Communicate proactively with clients on tax matters and planning opportunities

What We're Looking For

Experience & Skills:
• 1-2 years of tax review experience (public or private wealth preferred)
• CCH Axcess and SurePrep experience required
• Strong knowledge of individual and trust taxation
• Excellent attention to detail and analytical skills
• Strong communication and interpersonal skills

Qualifications:
• CPA or EA preferred (or in progress)
• Bachelor's degree in Accounting, Finance, or related field

Perfect For Someone Who:
• Enjoys working with complex tax matters and high-touch clients
• Wants more balance and broader exposure than traditional public accounting
• Values a collaborative, non-public environment
• Is ready to grow from review work into strategic tax planning

Ready to join a firm that prioritizes both professional growth and work-life balance? We're looking to fill this position quickly to support our growing client base.

Apply now or send your resume to [email protected] for faster consideration.

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