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Fiduciary Counselling, Inc. · 3 days ago

Senior Tax Accountant & Advisor

Tacoma, WA

Full-time

Onsite

Senior Level

$115K/yr - $130K/yr

5+ years exp

Fiduciary Counselling, Inc. is seeking a Senior Tax Accountant & Advisor to perform tax advising, compliance, reporting, and planning for clients. The role involves providing proactive tax advice, preparing and filing tax returns, and leading a team of tax professionals to enhance client service and operational efficiency.

Financial Services

Responsibilities

Provide clear proactive tax advice to FCI clients and FCI client service staff; proactively identify tax minimizing opportunities and strategies

Prepare and file accurate and timely client tax filings in collaboration with FCI clients, FCI personnel, and outside professionals; identify opportunities to improve methods, processes and procedures of preparing and filing client tax returns

Conduct, memorialize, and clearly communicate research and analysis to support tax advice, compliance, and planning

Communicate clearly and effectively with FCI clients, FCI personnel, outside professionals and tax authorities to carry out the duties of a tax professional

Provide day-to-day support, training and work direction to Tax Accountant & Advisors and Tax Assistants

Drive process enhancements, leveraging technology and automation to improve efficiency and accuracy

Demonstrate leadership within the Tax Group to further FCI’s commitment to quality and continuous improvement of client service and work processes

Act as an integral member of a client’s FCI client service team; contribute to client meeting planning and, as requested by Client Advisors, attend client meetings to discuss tax strategies and recommendations; manage execution of tax related tasks resulting from client meetings

Maintain awareness of all aspects of tax compliance for assigned clients; coordinate compliance functions provided by outside professionals

Review and prepare as needed necessary tax filings for clients, including individual, fiduciary, transfer, partnership, corporate, and foundation tax filings

Review and prepare as needed quarterly and annual tax liability projections

Complete administrative tasks necessary to prepare and file accurate and timely tax filings for clients

Research and provide analysis of tax matters as needed to facilitate tax compliance and planning, communication with tax authorities, and other financial services provided to clients

Correspond with clients, FCI personnel, outside professionals and the authorities as needed

Represent client interests in tax compliance audits

Work directly with and supervise Tax Accountant & Advisors and Tax Assistants through training, day-to-day direction, and providing performance feedback

Stay current with developments in federal, state, and local income tax laws, applicable pending legislation, industry best practices, and tax minimizing strategies, techniques, and opportunities

Stay current with evolving technology trends (AI, automation, data analytics); champion digital transformation and process improvement initiatives

Complete other miscellaneous projects and participate in Company initiatives as assigned

Qualification

Tax complianceTax advisingTax planningCPA certificationResearchAnalysisDigital transformationLeadershipCommunication skillsProblem-solvingCritical thinkingContinuous learningOrganizational skills