Senior Accountant / Tax Specialist (CPA or EA) jobs in United States
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W3Global · 1 week ago

Senior Accountant / Tax Specialist (CPA or EA)

W3Global is an integrated private wealth and business consulting platform that combines tax strategy, asset management, estate planning, and business consulting. They are seeking a driven CPA or EA with tax experience to prepare and review tax returns, develop strategies, and collaborate across various divisions.

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Growth Opportunities

Responsibilities

Prepare and review complex individual, partnership, and corporate tax returns
Develop and implement proactive tax strategies for business owners and executives
Collaborate across tax, consulting, wealth management, and estate planning divisions
Maintain the highest level of professionalism and client confidentiality
Help improve internal systems and enhance the client experience

Qualification

CPAEA designationTax experienceEntity structures knowledgeCommunication skillsClient confidentialityAttention to detailGrowth mindset

Required

CPA or EA designation (or actively pursuing)
Minimum of 2 years' experience in small-business or high-net-worth tax
Strong understanding of entity structures, planning, and compliance
Excellent communication skills and attention to detail
Growth mindset and passion for serving entrepreneurs and leaders
Must live in or be willing to relocate to Franklin, TN

Benefits

Medical
401(k)
PTO

Company

W3Global

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W3Global is a leading provider of end-to-end consulting services, empowering businesses to achieve their strategic goals and optimize their operations.

Funding

Current Stage
Late Stage

Leadership Team

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Sridhar Venkatesan
CEO
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Company data provided by crunchbase