Accountant - CPA

$65,000 - $85,000/Yr

Unclassified - West Valley City, UT

posted about 1 month ago

Full-time - Mid Level
West Valley City, UT

About the position

The Accountant - CPA position at Orion Placement involves providing tax planning, preparation, and advisory services specifically for high-net-worth individuals and business owners. The role requires collaboration with attorneys on tax strategies related to estate planning and wealth management, ensuring compliance with tax regulations, and assisting with financial reporting and analysis. This position is ideal for someone looking to work in a boutique law firm that specializes in private wealth management and offers a competitive salary and benefits package.

Responsibilities

  • Provide tax planning, preparation, and advisory services for high-net-worth individuals and business owners.
  • Collaborate with attorneys on tax strategies related to estate planning and wealth management.
  • Ensure compliance with state and federal tax regulations.
  • Assist with financial reporting and analysis for clients' personal and business tax matters.
  • Advise clients on minimizing tax liabilities and maximizing wealth preservation.

Requirements

  • Certified Public Accountant (CPA) license required.
  • 2+ years of experience, preferably in tax (not audit).
  • Strong knowledge of tax planning, preparation, and compliance.
  • Experience working with high-net-worth individuals is a plus.
  • Excellent attention to detail and analytical skills.
  • Ability to work independently and as part of a collaborative team.

Benefits

  • Health insurance
  • Dental insurance
  • 401(k)
  • Paid time off
  • Vision insurance
  • 401(k) matching
  • Life insurance
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