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 and planning.
• Strong interpersonal and client-facing skills.
• Attention to detail and ability to manage multiple tasks simultaneously.

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

Pay

• $75,000 - $85,000 per year

Schedule

• Hybrid Schedule: Off Season: 2 days office / 3 remote Busy Season: 3 office / 2 remote Final week before April 15: Generally fully in-office