Staff Accountant

Our client is a chartered professional accounting and advisory firm. They are looking for a Senior Accountant Wealth & Tax Planning to join their team Flexible environment - 2 days a week in office Great compensation plans with meaningful bonuses Tax Compliance & Planning - Prepare and review complex personal, trust, estate, and corporate tax returns. - Develop tax strategies for income splitting, estate planning, charitable giving, and cross-border matters. - Advise on tax-efficient structures for businesses and investment entities. - Prepare personal tax returns as needed, particularly during tax season. - Family Office Support - Manage cash flow, payments, budgeting, and reconciliations. - Prepare net worth summaries, investment statements, and financial reports. - Support estate planning with accurate asset and tax basis tracking. - Oversee charitable contributions and private foundation reporting. - Assist with projects like real estate, private investments, or luxury asset management. - Financial & Wealth Planning - Collaborate on financial plans with partners and client managers. - Draft planning memos for estate, insurance, and corporate strategies. - Help clients gather financial documents and interpret key reports. - Review and adjust financial plans based on life events or market changes. - Present financial plans clearly and confidently to clients. - Explain tax implications and financial reports in simple terms. - Exceptional communication, organizational, and time management skills, with the ability to manage competing priorities and deliver high-quality work under deadlines. Proficient in financial planning software (Naviplan) and advanced user of Microsoft Office Suite (Excel, Word, PowerPoint, Outlook). Experience in personal tax compliance; familiarity with Taxprep is considered a strong asset. CPA designation required, with a minimum of 4+ years of experience in public accounting, ideally with exposure to private clients or high-net-worth individuals. CFP certification is considered an asset, reflecting a commitment to comprehensive financial planning. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here. Virginia residents may access our state specific policies here. Residents of all other states may access our policies here. Canadian residents may access our policies in English here and in French here. Residents of countries governed by GDPR may access our policies here. the individual's skill sets, experience and training; office location and other geographic considerations; With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.