Harrison Gray Search has partnered with a fast-growing wealth advisory firm to find their next Staff Accountant in Dover, DE.
The Role
As part of a collaborative Tax & Consulting team, this role involves delivering tax and consulting services, as well as specialized financial planning. The Staff Accountant will assist the team and wealth advisors with a comprehensive process that addresses all areas of a client’s tax planning and wealth management needs.
What You’ll Do
Tax:
- Front-line preparation of tax returns (federal and state for individual, corporation, partnership, and fiduciary).
- Clear and timely communication with staff, advisors, and senior management.
- Develop a command of various software used for tax, paperless document storage, and workflow.
- Manage client needs and requests; attend client meetings as needed.
- Develop tax research skills.
Business Services:
- Assist with the preparation of monthly financial statements, including bank reconciliations, payroll processing, and journal entries.
- Assist with the preparation of various quarterly and annual compliance reports.
- Support senior-level managers and attend client meetings as needed.
Location & Schedule
- This position is based in Dover, DE
- Standard schedule is Monday through Friday, 8:00 AM – 5:00 PM.
Qualifications
- Bachelor’s degree in accounting or a related field from an accredited college or university.
- 0–5 years of experience in tax preparation.
- Proficiency in Excel, Word, Outlook, and tax analysis software is preferred.
- Excellent communication skills and a team-first mindset.
Why This Opportunity Stands Out
- Join a nationally recognized, employee-owned wealth advisory firm that has served individuals, families, and institutions for over three decades.
- The firm integrates investment management, tax strategy, retirement planning, and corporate financial services to help clients achieve their ideal financial futures.
- Employees thrive in a culture of integrity, growth, collaboration, and doing what’s right.
- The organization is deeply committed to professional development, innovation, and long-term career advancement.
Compensation & Benefits
- Competitive base salary ranging from $69k-$84k.
- Comprehensive benefits available on Day One, including:
- Multiple medical plan options and wellness accounts (HSA/FSA)
- Dental and vision coverage
- Company-paid life, AD&D, and disability insurance
- 401(k) with company match (Roth and Traditional)
- Generous paid time off, including summer hours and additional time post-tax season
- Paid parental leave and personal leave options
- Professional development leave and certification support
- Wellness and fitness reimbursements
- Company swag allowance and exclusive employee discounts
- Employee recognition programs and team incentive plans