Remote Tax Senior

Private Equity/ Wealth management firm. Work life balance/ flexibility, 5% matching 401 K, annual raises, with 10% annual bonuses.

  • Palo Alto, CA
  • $90,000 - $120,000
  • Managed by Jobot Pro: Barrett Davis
Easy Apply Now

A bit about us:

We are a growing CPA firm that provides an integrated suite of services customized to fit the needs of high-net-worth individuals and the entities they own.

Our mission is to provide exceptional client services.

Our professionals help our clients define and meet their financial goals. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning.

Why join us?

5% dollar for dollar matching on 401 K
10% annual bonus, annual raises 5+%
Great Benefits
Family Culture, not crazy hours due to being more of an advisory firm rather than pure Public accounting.
We've placed candidates who love this company!

Job Details

We are seeking a highly motivated and experienced Permanent Remote Tax Senior to join our dynamic team in the Finance industry. The successful candidate will have a proven track record of handling individual tax returns, partnerships, and K-1s. This is a full-time, permanent remote position that requires at least 3 years of experience in the field.


  • Prepare and review complex individual tax returns, including federal and state tax returns
  • Review and prepare partnership tax returns, including K-1s
  • Develop and maintain relationships with clients to provide excellent service and ensure their tax needs are met
  • Research and analyze tax issues to provide accurate and timely advice to clients
  • Assist in the training and development of junior staff members
  • Stay up-to-date with tax laws and regulations to ensure compliance and provide guidance to clients
  • Communicate effectively with clients, team members, and management


  • Bachelor's degree in Accounting or related field
  • Minimum of 3 years of experience in individual tax returns, partnerships, and K-1s
  • CPA certification preferred
  • Strong knowledge of tax laws and regulations
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proficient in Microsoft Office Suite and tax preparation software

If you are a self-starter with excellent organizational skills and a passion for tax, we encourage you to apply for this exciting opportunity. As a Permanent Remote Tax Senior, you will have the opportunity to work with a talented team of professionals and make a significant impact on our clients' financial success.
Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Palo Alto, CA
Job Type
$90,000 - $120,000