Tax Accountant for Boutique Tax & Wealth Management Firm

Position Overview

We are looking for a detail-focused Tax Accountant to join our growing team. The Tax Associate will report to a Senior Tax Professional and is responsible for interacting with clients, obtaining and reviewing tax information, preparing tax returns, and performing tax research projects. The successful candidate must think critically with an ownership mentality. We offer a laid-back work environment and a flexible work schedule with the ability to work from home part of the time. The Dowling Group is a boutique private client wealth advisory firm located in Greenwich, CT, specializing in creative tax strategies combined with sophisticated financial planning and investment management.

Key Responsibilities

• Prepare a variety of individual, business, trust/estate, and gift tax returns and workpapers.
• Provide written and verbal correspondence/guidance to high net worth individuals on tax compliance and planning.
• Research tax issues and assist with tax audits by corresponding with IRS and/or state tax authorities on behalf of clients.
• Maintain accounting/payroll for client businesses to be used in preparing income tax returns, including preparation of financial statements and related adjusting journal entries.

Required Qualifications

• Bachelor’s degree in Accounting. (Master’s in Tax and/or pursuing CPA License is a plus)
• 0-2 years of public accounting tax experience.
• Proficiency with Tax Preparation software and Microsoft Excel/Word. (Experience with QuickBooks and/or CCH Axcess is a plus)
• Ability to prioritize tasks, manage time efficiently, and pay attention to details.
• Excellent interpersonal, oral, and written communication skills.
• Strong analytical and problem-solving skills.
• Desire to learn and be part of a small team of tax professionals.

Benefits & Perks

• Laid-back work environment
• Flexible work schedule
• Ability to work from home