Certified Public Accountant

Who We Are We exist to serve others and be a solution for financial matters, and to make business and tax obligations easier to manage for our clients. How We Work Our culture is built on three core values: Be Part of the Solution, Confidence, and Compassion Be Part of the Solution means showing up with a positive attitude, doing what's right, communicating clearly, following established processes, and contributing to meaningful relationships with both clients and colleagues. We believe in a "we over me" mindset and take ownership in improving how we work together.Confidence shows up in proactive communication, thoughtful questions, strong time management, and genuine interest in understanding clients as people - not transactions. We value emotional intelligence and a big-picture approach.Compassion guides how we treat others. We aim to be approachable, helpful, and mindful in our intentions, bringing positivity and respect to both clients and teammates. If you're motivated by meaningful work, dedicated to helping others, and committed to delivering exceptional service, you'll thrive here. Tax Preparation for individuals, businesses, trusts and estatesReview and signing complex individual, trust, partnership, foundation and corporate tax returns, ensuring accuracy and compliance, as required.Responsible for coordination, review and delivery of multi-family, multi-tax return groups and ensuring a concierge experienceEnsure compliance with federal, state, and local tax regulationsParticipate in proactive tax planning meetings with clients, identifying strategies, explaining implications in plain language, and coordinating implementation over timeHelp guide client relationship transitions from retiring CPA staff, building trust and continuity with long-standing clients.Build and maintain strong client relationships, acting as a trusted advisorManage assigned client relationships, tax projects, and workflow during tax season, ensuring timely and accurate deliverablesAnalyze IRS and state notices, preparing or reviewing responses as needed. Work directly with taxing authorities on resolving client tax issuesPerform additional duties as assigned to support client service and firm objectiveMaintaining a team-first mindset by assisting colleagues and stepping in when neededActive CPA license required5+ years of recent, hands-on tax preparation and review experience in a public accounting or tax firm settingSignificant experience with complex individual 1040s, including rentals, multi-state issues, flow-through income, and K-1s; experience with S-corps & partnerships strongly preferredStrong client communication skills, with the ability to explain complex tax issues clearly and calmly to non-technical audiencesProven ability to manage multiple deadlines across a full-year cycle, not just during filing seasonTech-forward mindset and ease with modern tax software, portals, e-sign; openness to learning and using AI-enabled workflows is essential