Senior Tax Associate

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Geometric Wealth Advisors

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2015

💸 Finance

🤝 B2B

💳 Fintech

Finance • B2B • Fintech

Geometric Wealth Advisors is a company that provides comprehensive financial planning services specifically designed for executives and partners in management consulting, finance, and various high-demand careers. They emphasize a tailored investment philosophy that caters to the unique financial needs of their clients, ensuring that professionals can make informed decisions about their wealth management.

📋 Description

• Work closely with the Tax team and Wealth Advisors to meet clients’ financial planning needs • Prepare and review federal and state tax returns for clients • Assist clients with tax letters, notices, and audits • Assess implications of US international tax reporting for foreign clients living in the US • Collaborate with Tax Advisors to produce tax projections and planning • Help evaluate and demo software alternatives for the Tax team • Continually search for ways to improve processes and client experience • Help recruit, hire, train, and manage others on the Tax team

🎯 Requirements

• Bachelor’s degree • Active CPA license or EA credential strongly preferred • 3-5 years of relevant work experience in tax services • Clear and confident communication, both in writing and orally • Knowledge of the basics of estate planning or willingness and aptitude to learn • Exceptional organizational skills • Airtight reliability • Aptitude for and comfort with technology

🏖️ Benefits

• Flexible work schedule • Health insurance • 401(k) including 5% company match with immediate vesting • Paid parental leave • Professional Development Sponsorship • Portfolio Management for employees at no charge • Tech/home office needs support • Wellness Wednesdays • Fully-paid, five-week sabbaticals after seven years with the firm