Note: The job is a remote job and is open to candidates in USA. Sound Decisions is a growing investment management firm expanding into integrated tax and family office services. The Senior Accountant will lead tax preparation and consultation for new clients, prepare multi-state tax returns, support tax planning, and coordinate tax and wealth management strategies with advisors.
Responsibilities
- Prepare tax returns for individuals and some small businesses/partnerships across multiple states
- Work directly with clients on financial data collection and communication
- Stay current on tax laws and communicate relevant strategies to clients
- Assist with tax planning and provide recommendations to optimize clients' tax exposure
- Coordinate with advisors on tax and wealth management strategy
Skills
- Must reside within 100 miles of our Venice, FL or Boston, MA (suburbs) offices; remote role with periodic office visits required, especially during tax season
- Bachelor's degree in Accounting
- 3-5 years of accounting experience; CPA or EA certification required, with a focus on tax return preparation
- Strong working knowledge of individual and corporate tax law across multiple jurisdictions
- Proficiency in one or more accounting software packages (ProSystem FX, Drake, QuickBooks, etc.)
- Strong communication skills and the ability to manage projects, particularly during tax season
- You are detail-oriented, organized, and client-focused
- You enjoy digging into complex tax situations and building lasting client relationships
- You are collaborative, adaptable, and thrive under deadline pressure during tax season while maintaining accuracy year-round
Benefits
- Bonus eligible, with a generous incentive package
- Flexible hybrid work model
Company Overview