What are the responsibilities and job description for the Senior Tax Accountant position at One Financial Services?
Company Description One Financial Services is a trusted wealth management firm focused on helping individuals and families accumulate, manage, and protect personal wealth through objective, personalized advice. The team emphasizes holistic life planning, offering services in retirement, estate, special needs, education, and tax planning. Our tax business, Emilio J Morrone LLC, offers tax preparation and tax planning services delivered through personalized care for individuals and small businesses.
Role Description The Senior Tax Accountant is a full-time, year-round, on-site position based in Bethlehem, PA with another office located in Allentown, PA. This role requires a candidate that is professional, detail-oriented and comfortable communicating directly with clients of all backgrounds. The ideal candidate must be able to manage a high volume of personal and business tax returns, prioritize competing deadlines, and work independently with minimal supervision. Strong tax knowledge, research and problem-solving skills, sound judgment, and a sense of urgency are essential. They must maintain accuracy, confidentiality, and professionalism when handling sensitive client financial information and comply with company and regulatory requirements. The Senior Tax Accountant will collaborate closely with financial advisors and other team members to integrate tax strategies into broader financial and life planning, respond to client inquiries, and provide clear, proactive guidance on tax matters.
Qualifications
- Candidates should possess strong Tax, Tax Preparation, and Tax Compliance skills to manage complex returns and ensure adherence to current regulations.
- Candidates should possess solid Accounting and Financial Statements skills to interpret financial data, support accurate reporting, and identify tax implications.
- Bachelor’s degree in Accounting, Finance, or a related field; CPA or EA designation preferred.
- Several years of progressive tax accounting experience, ideally in a public accounting or wealth management environment.
- Proficiency with tax preparation software and Microsoft Office; experience with financial planning platforms is a plus.
- Strong analytical, problem-solving, and organizational abilities, with high attention to detail and accuracy.
- Clear, professional communication skills and the ability to collaborate effectively in an on-site team environment.
- Commitment to ethical standards, client confidentiality, and ongoing professional development in tax and financial regulations.