Tax Staff

Job Details

• Prepare federal and state tax returns for high-net-worth individuals, partnerships, S-corporations, trusts & estates, and a limited number of C-corporations using Lacerte and CCH tax software.
• Utilize QuickBooks to support client accounting needs and gather information necessary for tax preparation and year-end reporting.
• Serve as a primary point of contact for clients by answering questions, explaining tax matters in an approachable manner, and delivering the firm's high-touch, relationship-driven client service.
• Collaborate directly with multiple partners and managers on sophisticated tax planning projects, including opportunities to gain exposure to international and expatriate taxation, IRS notices, and tax resolution matters.
• Prepare workpapers and tax returns with a high degree of accuracy and ownership, ensuring work is completed correctly the first time while contributing to a collaborative, team-oriented environment.

Requirements

• 2-5 years of recent public accounting tax experience.
• Experience preparing returns for high-net-worth individuals, partnerships, S-corporations, and pass-through entities.
• Proficiency with QuickBooks is required; experience with Lacerte and/or CCH is strongly preferred.

Qualifications

• Excellent communication skills with a genuine desire to build relationships and work directly with clients.
• Personable, dependable, and professional with good business judgment ("street smarts") and the confidence to communicate with business owners.
• Enrolled Agent (EA) designation is highly preferred, particularly candidates with experience responding to IRS notices or assisting with tax resolution.

Skills

• Technical strength in tax preparation.
• Ability to build and maintain client relationships.
• Detail-oriented and detail-focused.
• Comfortable guiding clients through complex tax matters.

Benefits

• Competitive salary ($75,000-$85,000)
• Performance bonus program paid twice annually
• 100% employer-paid health insurance
• Direct mentorship from experienced partners
• Exposure to sophisticated high-net-worth tax work
• Long-term career growth with a potential partnership path
• Hybrid schedule: Off Season: 2 days office / 3 remote Busy Season: 3 office / 2 remote Final week before April 15: Generally fully in-office

Pay

$75,000 - $85,000 per year

Schedule

Hybrid Schedule

Company Info

A well-established boutique CPA firm with more than 30 years of experience providing tax and advisory services to high-net-worth individuals and privately held businesses. Our collaborative team works closely with clients throughout the year, delivering personalized guidance rather than transactional tax preparation.