Apella Wealth · 1 week ago
Tax Staff Accountant
Tacoma, WA
Full-time
Hybrid
Mid Level
$85K/yr - $95K/yr
5+ years expApella Wealth is a fast-growing wealth management firm seeking a Tax Staff Accountant to join their Tacoma, WA office. The role focuses on preparing tax returns for high-net-worth individuals and small businesses, conducting tax research, and collaborating with clients and financial advisors on tax planning and compliance.
AdviceFinancial ServicesWealth Management
Responsibilities
Prepare and review HNW individual, trust, and estate tax returns, and experience in business (S-Corp, C-Corp, Partnership)
Conduct tax research and provide strategic tax planning for clients
Communicate directly with clients and financial advisors to gather information, explain tax concepts, and deliver results
Assist with IRS and state tax notices and audits
Mentor junior staff and contribute to team development
Work on-site during the first year, with potential flexibility in subsequent years
Collaborate with all team members and financial advisors on complex tax matters and client engagements
Qualification
Required
5+ years of recent experience in public accounting or tax-focused firm
Experience with high-net-worth individuals and small business clients, or business and estate/trust taxation
Strong knowledge of federal and state tax laws and regulations
Experience in tax software (e.g., UltraTax) and Microsoft Office Suite
Excellent communication and client service skills
Ability to manage multiple priorities and meet deadlines
Preferred
Active Enrolled Agent (EA) or CPA preferred
Benefits
Full coverage of an excellent medical insurance plan.
Short term disability, and life insurance after 90 days.
Generous paid-time off.
Medical, Dental, Life Insurance, Short- and Long-Term Disability, 401k, Vision, Medical and Dependent Care Flexible Spending Accounts, Voluntary Life Insurance, Paid Time Off, Education Assistance
Company
Apella Wealth
At Apella, our focus is You.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Patrick Sweeny
Chief Executive Officer
Diana Bacon, CFP®
Senior Wealth Advisor and Partner
Recent News
2025-07-01
Company data provided by crunchbase