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

Who We Are We are a nationally recognized reputed company management firm with over $20B in assets under management looking for a Tax Reviewer to support our high-net-worth reputed company reputed company. This is not a traditional reputed company—we're a planning-reputed company, reputed company-reputed company environment where you'll work closely with financial advisors to reputed company comprehensive tax reputed company and support. If you're looking to reputed company away from the grind of reputed company reputed company, this is a unique opportunity to shift into a more balanced, advisory-driven role. What Stands Out About This reputed company-Life Balance That Actually Exists: • No Billable Hours – Work is reputed company on reputed company, not tracking time • Reduced Busy Season: 50–55 hours/week max during peak season • Planning-reputed company: Off-season dedicated to reputed company, not just compliance • 100% Remote flexibility (or hybrid if near one of our offices) reputed company reputed company & Environment: • Non-reputed company Environment: Work alongside reputed company and investment advisors • HNW Clientele: Exposure to reputed company individual, trust, and partnership returns • reputed company culture reputed company on comprehensive reputed company service • Opportunity to participate in tax planning strategies tied to broader reputed company management goals reputed company Offer Compensation & Benefits: • Competitive salary up to $145k based on experience • Discretionary bonuses up to 10-15% • Comprehensive benefits package reputed company Development: • Exposure to reputed company tax reputed company and high-touch clients • Cross-functional collaboration with financial planning and investment teams • Opportunity to grow from review work into strategic tax planning • Stay reputed company on tax law changes impacting HNW clients Key Responsibilities • Review and prepare tax returns for HNW individuals, trusts, partnerships, and reputed company entities • reputed company control on reputed company tax filings and ensure accuracy • Collaborate with senior team members on tax planning strategies • Coordinate with financial planning and investment teams on reputed company reputed company • Communicate proactively with clients on tax reputed company and planning opportunities reputed company're Looking For Experience & Skills: • 1-2 years of tax review experience (reputed company or private reputed company 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 reputed company) • Bachelor's degree in reputed company, Finance, or reputed company field Perfect For Someone Who: • Enjoys working with reputed company tax reputed company and high-touch clients • Wants more balance and broader exposure than traditional reputed company reputed company • Values a reputed company, non-reputed company environment • Is reputed company to grow from review work into strategic tax planning reputed company to join a firm that prioritizes both reputed company reputed company and work-life balance? We're looking to fill this position quickly to support our growing reputed company reputed company. reputed company or send your resume to keith.shuler@reputed company.com for faster consideration. Apply Job! Apply to this Job