Overview In this role, you will handle preparation and oversight of tax returns for individuals, corporations, partnerships, and nonprofits, with scope for more complex multi-state and international issues. You'll support year-end planning, audits, and tax research while mentoring interns and coordinating with managers and partners. The position emphasizes accurate deliverables, deadlines, and ongoing tax rule knowledge in a collaborative, growth oriented firm. You will work within a hybrid environment focused on client service, integrity, and professional development. This is a hands-on role for a tax professional looking to impact high-net-worth and diverse client portfolios.
Compensation / Benefits- Competitive salary with performance-based bonuses
- Health, dental, and vision insurance
- Retirement plan with company match
- Professional development and continuing education opportunities
- Flexible/hybrid work environment with remote work options
Responsibilities- Prepare and review simple tax returns for individuals, corporations, partnerships, and nonprofits
- Prepare trusts and estate/gift tax returns; knowledge of estates is a plus
- Handle complex returns including consolidation, multi-state and international issues
- Assist with year-end tax planning and quarterly estimates; projections for high-net-worth individuals
- Respond to IRS and other tax authorities; assist with audits
- Provide oversight and training to interns and staff; maintain open communication with managers/partners
- Participate in tax research projects and staff training
- Manage project deadlines; communicate status to management
- Continuously update knowledge of tax rules at local, state, and federal levels
Key requirements- Bachelor's degree in accounting, finance or related field
- CPA license preferred or actively pursuing licensure
- 4-5 years of relevant tax experience in public accounting
- Strong verbal and written communication skills
- Organizational, detail-oriented, and able to work in a fast-paced environment
- Ability to work independently and meet deadlines
- Microsoft Office Suite proficiency (Outlook, Word, Excel)
- Experience with tax software: CCH ProSystem Engagement, CCH Axcess Tax, CCH Axcess Document, CCH Axcess Workstream
- clear, concise communication
- strong organization
- independence and self-motivation
- team mentorship
- tax software: CCH ProSystem Engagement, CCH Axcess Tax, CCH Axcess Document, CCH Axcess Workstream
- Microsoft Office Suite
