Archford Capital Strategies · 1 day ago
Senior Tax Accountant
Greater St. Louis
Full-time
Hybrid
Mid, Senior Level
$60K/yr - $90K/yr
5+ years expArchford Accounting is seeking a dedicated and experienced senior tax accountant to assist with managing client relationships and ensuring compliance with tax regulations. This role involves processing client financials, preparing tax returns, and providing exceptional service to maintain high standards of tax services.
AccountingConsultingFinancial ServicesRetirementWealth Management
Responsibilities
Prepare complex federal, state, and local tax returns for individuals, businesses, and trusts including but not limited to 1040s, 1120s, 1120S’s, 1065s, 1041s, and 990s
Prepare and review extensions, projections, and quarterly estimated tax payments
Analyze financial statements and supporting documentation to ensure accurate tax reporting
Input, research, and correct transactions in QuickBooks Online; reconcile accounts, make journal entries, and produce financial statements
Assist with managing client relationships and support tax managers in client communication and tax planning initiatives
Support the coordination of integrated tax-saving strategies with Archford wealth advisors
Research tax matters and clearly communicate findings in responses to notices from taxing authorities
Identify tax planning opportunities based on a deep understanding of client business and personal financials
Assist colleagues with tax software and accounting platforms
Help implement best practices for process improvement and firm-wide efficiency
Flexibly prioritize and manage multiple projects, meeting deadlines with a high degree of accuracy
Monitor developments in tax legislation and continue professional education to maintain and enhance tax knowledge
Provide insights and suggestions for refining firm policies and workflow enhancements
Qualification
Required
CPA certification
Minimum of 5 years of client-facing public accounting experience
Experience preparing business tax returns a plus
Strong client service orientation and a team mentality
Excellent verbal, written, and interpersonal communication skills
Aptitude to understand client concerns, questions, and problems, and identify appropriate solutions
Preferred
Proficiency in QuickBooks, UltraTax, Salesforce/CRM system, Microsoft Office 365, and Microsoft Outlook are preferred
Benefits
Health
Dental
Vision
401(k) retirement plan with matching contributions
Life insurance
Supplemental coverages
Health savings and flexible spending account options
Ten paid holidays
Paid Time Off (PTO) for vacation, sickness or personal time
Parental Leave
Support for continuing education and relevant designations
Business casual dress code
Company sponsored celebrations
Company
Archford Capital Strategies
Archford Capital Strategies is an independent wealth management firm.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
James D. Maher
CEO & Founder
Company data provided by crunchbase