Tax Accountant

u003cdivu003eu003cp class= 'MsoNormal 'u003eu003cstrongu003eTax Accountant / Wealth Management Professionalu003c/strongu003eu003c/pu003eu003cp class= 'MsoNormal 'u003eu003cstrongu003eLocation:u003c/strongu003e Beaver, PA (In-Office Local Candidates Only)u003c/pu003eu003cp class= 'MsoNormal 'u003eOur client, a u003cstrongu003esmall and well-established wealth u0026tax management practice in Beaver, PAu003c/strongu003e, with approximately twenty employees, is seeking a u003cstrongu003eTax Accountant / Wealth Management Professionalu003c/strongu003e to join their team. This is a u003cstrongu003eunique hybrid opportunityu003c/strongu003e ideal for a tax professional who not only enjoys personal tax planning and preparation but is also interested in expanding into the wealth management side of the business. Additionally, this position would include managing a small to medium group of wealth management clients during the non-peak tax season in addition to supporting the tax team with tax reduction planning meetings from May through the beginning of December.u003c/pu003eu003cp class= 'MsoNormal 'u003eu003cstrongu003ePosition Summaryu003c/strongu003eu003c/pu003eu003cp class= 'MsoNormal 'u003eThis role is responsible for running and supporting year-round tax reduction planning meetings and preparing/reviewing personal tax returns, while also supporting the wealth management team and individual advisors throughout the year. The ideal candidate brings a strong background in u003cstrongu003eindividual tax planningu003c/strongu003e and tax preparation and also enjoys client interaction, and building long-term financial relationships.u003c/pu003eu003cp class= 'MsoNormal 'u003eThis position is u003cstrongu003efully in-officeu003c/strongu003e and best suited for someone looking for stability, variety, and a more balanced professional rhythm outside of traditional public accounting cycles.u003c/pu003eu003cp class= 'MsoNormal 'u003eu003cstrongu003eKey Responsibilitiesu003c/strongu003eu003c/pu003eu003cul style= 'margin-top: 0in; ' type= 'disc 'u003eu003cli class= 'MsoNormal 'u003eTax reduction planning, preparing and reviewing individual federal, state, and local tax returns.u003c/liu003eu003cli class= 'MsoNormal 'u003eProvide tax planning and advisory support to advisors and clients throughout the yearu003c/liu003eu003cli class= 'MsoNormal 'u003eCollaborate with advisors to integrate tax strategies into overall wealth management and financial planningu003c/liu003eu003cli class= 'MsoNormal 'u003eAssist with client meetings, documentation, and follow-up related to tax and planning mattersu003c/liu003eu003cli class= 'MsoNormal 'u003eMaintain compliance with tax regulations and deadlinesu003c/liu003eu003cli class= 'MsoNormal 'u003eSupport client communications and ongoing relationship managementu003c/liu003eu003c/ulu003eu003cp class= 'MsoNormal 'u003eu003cstrongu003eQualificationsu003c/strongu003eu003c/pu003eu003cul style= 'margin-top: 0in; ' type= 'disc 'u003eu003cli class= 'MsoNormal 'u003eStrong background in u003cstrongu003eindividual tax planning and preparationu003c/strongu003e (all aspects of personal returns)u003c/liu003eu003cli class= 'MsoNormal 'u003eExperience managing a portfolio of personal tax clientsu003c/liu003eu003cli class= 'MsoNormal 'u003eu003cstrongu003eCPA and/or EA preferredu003c/strongu003e; public accounting experience strongly desiredu003c/liu003eu003cli class= 'MsoNormal 'u003eSolid understanding of tax planning strategies and implications for high-net-worth individualsu003c/liu003eu003cli class= 'MsoNormal 'u003eStrong communication skills and a client-focused mindsetu003c/liu003eu003cli class= 'MsoNormal 'u003eAbility to manage confidentiality and sensitive financial informationu003c/liu003eu003c/ulu003eu003cp class= 'MsoNormal 'u003eu003cstrongu003eAdditional Requirementsu003c/strongu003eu003c/pu003eu003cul style= 'margin-top: 0in; ' type= 'disc 'u003eu003cli class= 'MsoNormal 'u003eu003cstrongu003eMust live locallyu003c/strongu003e and be able to commute to Beaver, PAu003c/liu003eu003cli class= 'MsoNormal 'u003eAbility and willingness to work u003cstrongu003ein the officeu003c/strongu003e (this is not a remote role)u003c/liu003eu003c/ulu003eu003cp class= 'MsoNormal 'u003eu003cstrongu003eWhy This Opportunityu003c/strongu003eu003c/pu003eu003cul style= 'margin-top: 0in; ' type= 'disc 'u003eu003cli class= 'MsoNormal 'u003eUnique blend of tax and wealth management worku003c/liu003eu003cli class= 'MsoNormal 'u003eOpportunity to step away from the traditional public accounting grind while still doing meaningful tax worku003c/liu003eu003cli class= 'MsoNormal 'u003eSmall, collaborative team environmentu003c/liu003eu003cli class= 'MsoNormal 'u003eLong-term stability with a respected local firmu003c/liu003eu003c/ulu003eu003cp class= 'MsoNormal 'u003eu0026 u003c/pu003eu003c/divu003e ', 'location ': 'Beaver, PA ', 'remote ':null, 'jobtype ': 'directhire ', 'remoteoption ': 'no ', 'featuredonjobboard ':false, 'ownedbyagency ':false, 'externalid ': 'PA84-2753411

Created: 2026-03-23