Senior Tax Specialist (Remote)
Join a boutique wealth management firm seeking a Senior Tax Specialist to drive integrated tax and wealth planning strategies.Unlike most firms, they integrate tax strategy directly into wealth planning - helping high-net-worth clients maximize overall financial success.This is a unique opportunity to join an established, successful wealth management firm (20+ years) with a close-knit team of 4 professionals, where your expertise has a direct impact on both client outcomes and firm growth. The Senior Tax Specialist will work closely with the entire firm and report directly to the Partner.What You'll DoPrepare/review approximately 100 returns annually (with admin support)Deliver proactive tax strategies and scenario planningResearch complex tax issues and stay current on regulationsPartner directly with high-net-worth clients ($250K+ AGI)Provide tax expertise in client meetingsMaintain organized, fully paperless client filesWhat We're Looking ForEducation: Bachelor's degree in Accounting, Finance, or related field (required)Credentials: CPA or EA (required)Technology: Proficiency in CCH Axcess (required); TaxDome a plusExperience: 3+ years in tax preparation & planning (multi-state a plus)Strong communication skills, detail-oriented, self-starterComfortable managing high-volume workload in a remote environmentCompensation & BenefitsTotal Compensation: $60K-$90K (includes base salary $45K-$67.5K plus performance bonus $15K-$22.5K)Health insurance premium reimbursement (up to $500/month)Flexible time offProfessional development & leadership growth opportunitiesWhy Join?Fully remote with flexibilityHigh-net-worth client base & complex planning workYour work directly shapes client outcomes and firm growthSmall-firm environment = close collaboration, direct Partner access, real influenceGrowth opportunities as the firm expandsThis position is being recruited by Arnao Anderson & Associates, a specialized HR consulting firm. We partner with organizations to help them drive results through building their leadership functions and developing leadership capabilities that elevate organizational performance.