The Senior Accountant is a detail-oriented role with a combination of client interaction, data review and tax return preparation. In addition to tax compliance work, this role involves both consulting and assisting clients with tax planning as they work with and support the Director of Tax.

• Prepare, Review and analyze tax planning and returns.

• Review client records including but not limited to financial statements, payroll reports and prior tax returns.

• Responding to client tax questions.

• Communicating with the various tax authorities.

• Supporting the Director of Tax with client meeting follow-ups and additional work.

• Supporting advisors with tax related questions and tax meeting follow-ups.

• Researching tax issues and assisting with tax audits.

• Maintaining accurate and up-to-date client records.

• Projects assigned by the Director of tax or Advisor.

• Bachelor’s degree in accounting

• 4+ years of tax preparation experience

• Experience using tax preparation software and applications

• Exceptional communication skills, both written and verbal

• Strong analytical and problem-solving skills

• Proven customer service skills

• CPA credential

• Adobe / Excel / Office skills

• Customer service

• Good communication skills, both written and verbal.

• Detail oriented

• Organized

• Able to prioritize tasks and work to deadlines.

• Competitive salary using industry benchmarks

• Fully paid medical/dental/vision with company funded H.S.A or HRA

• Paid time off + Sick time

• 401k 3% non-elective contribution (we contribute even if you don’t!)

• Discretionary company bonus and profit-sharing contribution

• Perks like fully stocked kitchen, year-round team building activities

Interested candidates please submit a cover letter with resume to Jill Novak at jill@humaninvesting.com.

The Tax Administrator plays an integral role on the Tax Team, supporting both the team and the Director of Tax in delivering high-quality service to our clients. This position works closely with team members to ensure clients receive exceptional support across all aspects of tax compliance and consulting. The Tax Administrator reports directly to the Director of Tax.

• Correspond with Clients – Including mail merge, e-mail, and cell phone communication.

• Manage intake and delivery of client documents.

• Manage tax client scheduling.

• Manage and organize physical and virtual files.

• Manage task tracking and workflows.

• Build client surveys and templates.

• Project support for the client service team as requested.

• Bachelor’s degree

• Minimum 2 years of experience in the investment or tax industry preferred

• Experience with client engagement and customer service

• Expert working knowledge of Office applications, CRM systems

• Excellent oral and written communication

• A seasoned pro in Maintaining a positive disposition and attitude with both clients and team members

• Fully paid dental + vision insurance

• Fully paid medical insurance + Funded H.S.A or HRA

• Paid time off + Sick time

• Long Term Disability Insurance

• 3% non-elective 401(k) contribution

• Discretionary Profit Sharing

• Discretionary company bonus program

  Salary: shared upon selection of initial interview

Interested candidates please submit a cover letter with resume to Jill Novak at jill@humaninvesting.com