# Client Accounting & Tax Specialist

> Gatewood Wealth Solutions · St. Louis, United States (Hybrid) · Full-time · Posted 2026-01-20

**Salary:** USD 55,000–65,000

**Workplace:** hybrid

**Department:** Tax And Accounting

## Description

**About Gatewood Wealth Solutions / Gatewood Tax & Accounting**

At Gatewood, we’re more than accountants — we are trusted partners helping families and business owners build, enjoy, and preserve wealth with purpose. We recently launched **Gatewood Tax & Accounting** to better integrate tax preparation, compliance, accounting, and CFO-level support into our holistic wealth services. 

The **Client Accounting & Tax Specialist** plays a key role in delivering accurate financial support, ensuring tax compliance, and keeping administrative operations running smoothly. This person will support clients and internal teams by combining **accounting, tax, and administrative excellence**.

**Key Responsibilities**

**Accounting & Reporting**

-   Perform **full-cycle accounting** tasks including bank & credit card reconciliations, journal entries, and general ledger maintenance. 
-   Manage accounts payable and receivable for multiple clients. 
-   Prepare payroll, quarterly payroll reports, and related compliance documentation. 
-   Prepare and file **sales tax returns** and assist with other tax regulatory filings. 
-   Generate accurate financial statements such as **profit & loss, balance sheets, cash flow reports, and tax basis reports**.

**Tax Support & Compliance**

-   Prepare and organize client tax return documents in advance of tax season. 
-   Submit electronic filings (e-file) and track confirmations for tax submissions. 
-   Maintain documentation for federal, state, and local tax compliance deadlines.
-   Communicate with clients about missing tax information, deadlines, and documentation needs.
-   Assist with coordination of tax planning checklists and onboarding of tax clients.

**Administrative & Client Service**

-   Serve as a primary client contact for accounting and tax administrative questions. 
-   Organize and maintain **client files, tax documents, and compliance records**.
-   Assist in onboarding new clients, including information gathering and account setup. 
-   Help onboard and train new team members as the department grows. 
-   Support internal process improvements to streamline workflows across accounting and tax functions

## Requirements

-   Minimum **3 years of experience** in accounting, finance, or tax-related professional role. 

-   Strong proficiency in **QuickBooks Online & Desktop**. 
-   Strong understanding of full-cycle accounting, tax compliance responsibilities, and financial reporting.
-   Excellent client service, written communication, and professional organizational skills.
-   Ability to manage multiple tasks and deadlines with high accuracy.
-   Adaptable to new software, processes, and evolving firm needs.

**Preferred (Bonus) Qualifications**

-   Experience with tax preparation workflows or tax software.
-   Relevant certifications (e.g., **CPA candidate, EA, or tax training**).
-   Prior experience in a wealth management or integrated service environment.

## Benefits

Gatewood offers a competitive salary with both individual and team-based incentive compensation, as well as a competitive benefits package. Gatewood pays 100% of a team member’s health insurance, life insurance, short and long-term disability insurance, and offers a partially funded HSA option. Additional benefits include a company match 401(k) plan, education reimbursement, voluntary dental, and vision insurances. Gatewood offers 10 weeks paid maternity, paternity leave for the primary caregiver, and 3 weeks for the secondary, tenure based Paid Time Off, and part-time remote work opportunities.

## Apply

[Apply at Gatewood Wealth Solutions](https://apply.workable.com/gatewood-wealth-solutions/j/FFB28130DE/apply)

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