Tax and Consulting Senior Staff Accountant

Are you an experienced tax professional who enjoys building lasting client relationships? Join a collaborative Tax & Consulting team as a Senior Accountant and play a key role in delivering personalized tax strategies and financial planning through a comprehensive client process.

This role is part of a team that serves as partners in building lifetime relationships with clients. The Senior Accountant delivers tax and consulting services, specialized financial planning, and supports wealth advisors in helping clients meet their personal and financial goals.

Key Focus Areas

Tax

• Prepare federal and state tax returns for individuals, corporations, partnerships, and fiduciaries.
• Communicate clearly and promptly with clients, tax staff, advisors, and senior management.
• Develop and maintain client relationships through exemplary service.
• Take on increasing responsibility for client work and communication, becoming a trusted point of contact.
• Master tax software, paperless storage systems, and workflow tools.
• Research and resolve complex tax issues.

Business Services

• Assist with preparation and review of monthly financial statements, including reconciliations, payroll processing, and journal entries.
• Support quarterly and annual compliance reporting.
• Collaborate with senior managers and attend client meetings as needed.

Financial Planning

• Gather, organize, and analyze client data, including financial statements, tax returns, and estate planning documents.
• Prepare tax and financial planning analyses such as Social Security, insurance, stock options, Roth conversions, and pension evaluations.

Qualifications

• Bachelor’s Degree in Accounting or related field.
• 2–5 years of tax preparation experience.
• CPA or EA license (active or in progress).
• CFP or Series 65 certification a plus (or interest in obtaining).

Location & Schedule

• Based in Lewes, DE.
• Monday – Friday, 8am–5pm.
• Includes additional paid time off during tax season.

Why Join?

This team is dedicated to helping clients transform personal and financial dreams into reality. You’ll be part of a culture defined by collaboration, continuous improvement, integrity, and service. The organization emphasizes professional growth, lifelong learning, and values-driven work.

Compensation & Benefits

• Competitive base salary, based on experience, responsibilities, and market factors.
• Comprehensive benefits package, including:
• Day-one eligibility for medical, dental, vision, and wellness plans.
• Company-paid life, AD&D, and disability insurance.
• 401(k) with company match.
• Generous PTO, 11+ holidays, and summer hours.
• Tax Season Time Off bonus days.
• Paid parental leave, bereavement, and professional development time.
• Employee recognition programs and wellness reimbursements.
• “Dress for Your Day” flexible attire.
• Additional perks such as discounts, swag allowance, and membership reimbursements.
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