Careers

Staff Tax Accountant

Job Summary

We are seeking a highly motivated, entrepreneurial, and skilled Staff Tax Accountant to play an important role in preparing tax returns. This role is ideal for a tax professional with a background in small CPA firm environments, a commitment to excellent client service, and a passion for team building and operational excellence.

Key Responsibilities

Department Leadership & Oversight:

• Assist in the operation of the tax department, including junior accountants
• Preparation of business and individual tax return, as well as write up when required
• Assist in maintaining of tax preparation schedules and client lists
• Provide timely and constructive feedback to the management
• Follow internal processes to improve efficiency and accuracy
• Seek tax technical training and proactive approach in all aspects of the job
• Assist the client engagement teams to ensure quality service delivery

Client Service & Advisory:

• Serve as a point of contact for clients
• Prepare tax returns accurately and timely
• Respond promptly and professionally to client inquiries as well as management

Internal Communication & Management:

• Communicate regularly with the managers/supervisors on department updates, client issues, and key initiatives
• Monitor all communications and provide feedback to maintain a high standard of professionalism
• Play a key role in strategic growth of the tax department Qualifications
• Bachelor’s degree in Accounting or related field
• CPA and/or EA Preferred
• 4-6 years of experience in tax and accounting within a small CPA firm environment
• Strong expertise in preparing individual, partnership, and corporate tax returns
• Proficient in tax software (preferably UltraTax, Axcess Tax or similar), QuickBooks, and Microsoft Office Suite as well as CRMs
• Strong research and technical writing skills
• Proven ability to work independently in a fast-paced, deadline-driven environment
• Demonstrated teamwork, and client service skills

Preferred Skills & Attributes:

• Excellent verbal and written communication skills
• Strong business judgment and attention to detail
• Professional demeanor and well-polished appearance
• Active business network and ability to generate new opportunities
• Ethical, self-starting, and collaborative team player

Assistant Tax Director

• Highly motivated, entrepreneurial, ethical self-starter
• Excellent communication skills, both verbal and written
• Well-polished in appearance and professional in demeanor
• Good, solid business network
• Attention to detail with good judgment
• Team player with the ability to make informed business decisions

Responsibilities:

• Recommend tax strategies and solutions to clients supporting business goals and objectives
• Meet with clients and prepare complex tax returns
• Prepare and review complex tax returns and work output
• Manage staff workload
• Work with business owners and other clients to advise on tax planning and business issues
• Manage, direct, oversee and challenge client engagement teams
• Provide tax technical training to staff

Qualifications:

• BS/BA degree in Accounting;
• CPA/EA is preferred
• 10+ years of experience in external tax accounting
• Proficiency in technical writing and research
• Ability to work quickly and independently in a busy and demanding environment
• Experience preparing/reviewing tax returns for individuals, partnerships, and corporations
• Strong computer skills including Microsoft Office, Quick books, and tax software programs
• Client service orientated