Job Description
We are hiring for a charming & uniquely specialized CPA firm that specializes in high-net-worth individuals, farms, trusts, and complex entities. They are the sweetest group of people and they have fantastic clients (some multi-generational) that truly buy in to their consultative, trustworthy business approach!
- Tax focused firm (no audit) strategic tax planning and a consultative approach are the heart of their business
- Salary range $135-175k / yr+ & Bonus Opportunity
- Team of less than 20 full time employees + two office doggos!
- CPA or EA preferred and 3+ years of experience
- Ability to conduct tax research and work independently (1031 exchanges / multi-state returns)
- Hybrid role (days are negotiable) office located in Tacoma, WA
- Conveniently located, modern, clean office building with safe on site parking!
- Love open communication, team events, and honest peers, coworkers, and clients!
- The ideal hire has the heart of a teacher and can consult and lead clients
Daily Responsibilities :
Specialize in tax planning and compliance for trusts, estates, and high-net-worth clients.Offer expert tax advisory services and strategic consultation to clients.Provide leadership and mentorship to senior accountants and junior staff.Conduct in-depth research to resolve complex tax matters.Ensure adherence to both state and federal tax regulations.Support client relationship management efforts and maintain strong client connections.Essential Qualifications :
Extensive experience with state trust returns and 1040 tax filings.Preferred background in business return preparation.Expertise in managing complex multi-state tax filings.Skilled in researching intricate tax issues and offering client advice.Excellent communication skills with a consultative approach.Experience working with high-net-worth clients is a plus.Active CPARequires the ability to work for any US employer without VISA sponsorship.