HYBRID - Tax Senior - Wealth Management This Jobot Job is hosted by: Sean Copeland Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $95,000 - $115,000 per year A bit about us: Wealth Management and Financial Advisory firm located in the Albany NY area Why join us? Full benefits: Medical, Dental, Vision 401 (K) with generous company match Generous Paid time off (PTO) Vacation, sick, and paid holidays Life Insurance coverage Job Details Responsibilities: Knowledge of Roth conversions, estimated tax statements, and K1 filings Tax experience in and 709 Qualifications: BS in Accounting or Finance 2+ years in public accounting focused on tax CPA preferred Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
