Title: Tax Executive/Senior Tax Accountant
Location: Montgomery County, PA
Salary: $90,000 – $110,000 + bonus
Atlantic Group is searching for a Tax Executive/Senior Tax Accountant to join a small and reputable investment company in Montgomery County, PA. As their Tax Executive/Sr Tax Accountant, you will handle tax preparation for high net worth individuals, families, trusts, and foundations. The Senior Tax role will also provide valuable tax planning advice and maintain accurate client records using tax software. This is the perfect position for a tax professional that is looking for a flexible, hybrid, work schedule and the potential for career advancement!
Highlights about Company and Position:
- The Tax Executive will have the opportunity to take over for the CFO in the next coming years
- Collaborative, innovative, and fast-paced environment
- Opportunity to work with high-end family wealth as well as a diverse client base, including multi-generational families
- Hybrid schedule – 3 days a week in office
Requirements:
- 3+ years of tax preparation and planning experience required
- CPA or EA (Enrolled Agent) required
- Bachelor's Degree preferred
- CCH Axcess Platform is a plus
Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion