Position Overview

Seeking a Tax Accountant to support a diverse client portfolio consisting of closely held businesses, partnerships, S-Corporations, LLCs, high-net-worth individuals, and family-owned organizations. This role will be responsible for preparing and reviewing tax returns, supporting tax planning initiatives, researching tax matters, and building strong client relationships throughout the year.

The ideal candidate has experience in public accounting, enjoys working directly with clients, and is comfortable managing multiple engagements during busy seasons. Experience with CCH Axcess is highly preferred, especially for candidates who can help support ongoing process improvements and software transitions.

Key Responsibilities

• Prepare and review federal, state, and local tax returns for:
  • Individuals (1040)
  • Partnerships (1065)
  • S-Corporations (1120S)
  • Corporations (1120)
  • Trusts and Estates (1041)
• Analyze financial records and supporting documentation to ensure accurate tax reporting.
• Assist clients with tax planning strategies throughout the year.
• Research tax laws, regulations, and technical issues to support compliance and client advisory services.
• Collaborate with clients to gather information, answer questions, and resolve tax-related matters.
• Prepare tax projections and estimated tax calculations.
• Support year-end tax planning and compliance initiatives.
• Identify opportunities for process improvements and efficiencies within tax preparation workflows.
• Maintain detailed workpapers and documentation in accordance with firm standards.
• Assist with software conversions, data validation, and process improvements related to tax technology platforms.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 4+ years of tax accounting experience, preferably within a public accounting environment.
• Experience preparing individual and business tax returns.
• Strong understanding of federal and state tax regulations.
• Experience working with a variety of client industries and business structures.
• Proficiency with Microsoft Excel and accounting software.
• Experience with CCH Axcess strongly preferred.
• CPA or CPA-track candidates highly encouraged to apply.