Tax Accountant

Tax Accountant

Status: Exempt

We are seeking a proactive and detail-oriented Tax Accountant to deliver high-quality tax planning and compliance services to our clients. This role requires strong technical expertise, sound judgment, and a client-focused mindset.

The ideal candidate thrives in a collaborative, team-oriented environment while maintaining the independence to manage their own workload and responsibilities. This position follows a seasonal workflow, with full-time hours during peak tax season and the option to transition to part-time during off-peak periods.

Responsibilities:

Deliver high quality tax planning and compliance services

Input data, prepare, and review federal, state, and local income tax returns for individuals (medium and high net worth), trusts, and small businesses

Work closely with financial advisors to prepare client tax projections through a thoughtful, insightful process

Ensure coordinated tax planning services and information delivery

Prepare internal memoranda, written correspondence and guidance, and other documents for submission to the IRS or other tax authorities

Proactively connect with clients to gather and clarify information

Core Attributes and Competencies:

Independent yet collaborative approach to teamwork, contributing to a cohesive client experience

Flexible and open to working across the firm on diverse assignments

Strong communication and relationship-building skills with colleagues and clients

Desire to grow within the firm and continually deepen expertise in tax preparation and planning

Detail-oriented with a balanced focus on both quality and efficiency

Skilled tax researcher who enjoys uncovering solutions to complex client needs

Self-starter with curiosity, creativity, and a commitment to exceeding expectations

Skills and Experience:

Bachelor’s degree in accounting, business, or finance required

CPA or EA designation preferred but not required

Three years of experience in tax services

Outstanding detail orientation and communication skills

Strong computer desktop skills are required (e.g., MS Word, MS Excel, etc.) as well as tax software (CCH ProSystem, UltraTax, etc.); experience with QuickBooks preferred

Demonstrated job stability