Job Description
Responsibilities :
- We're looking for an experienced Tax Staff Accountant (CPA) to join us and lead with sharp expertise and real heart.
- Manage returns, with potential to review basic returns, keep everything accurate and compliant, and offer clear, thoughtful guidance to clients year-round.
- TAX PREPARATION
- Prepare accurate, moderate to complex individual income tax returns (1040s), moderate to complex business tax returns (1065, 1120S and 1120), Trust returns (1041), Gift Tax returns (709), and other specialty filings as required.
- Perform some reviews of individual and business tax returns prepared by other team members, ensuring accuracy and compliance.
- Assist with preparing tax projections and estimates to support client planning and financial goals.
- Conduct research on tax-related questions or issues, identifying and implementing appropriate solutions.
- Handle sensitive and confidential client data securely and in accordance with company policies, including if working in a secure, private home office.
- Manage tasks efficiently to meet deadlines, especially during the intensity of tax season.
- Be adaptable to the increased demands of tax season, including longer hours when necessary.
- Ask clarifying questions to ensure understanding and accuracy in your work.
- Maintain a high level of professionalism and emotional intelligence in all interactions.
- Communicate effectively with internal team members to deliver quality service, even when client-facing contact is limited.
- Balance serious, detail-oriented tasks with contributing to a positive and supportive team culture.
- Be responsive via phone and Microsoft Teams during work hours.
- Systems used: Quickbooks; Intuit ProConnect; ProSystems Fx; Office 365
- Client-Focused Service: We partner with clients, understanding goals, anticipating needs, and tailoring financial solutions.
- Collaboration + Team Support: Great work stems from mutual success; we share knowledge and support clients and colleagues.
- Integrity + Accountability: Trust drives us-we uphold ethical standards, accuracy, transparency, and confidentiality.
- Commitment to Excellence: Details matter; we deliver careful, accurate work in returns and complex advice.
- Personal Connection + Long-Term Relationships: We build approachable, responsive ties with clients, colleagues, and community.
Qualifications :
- 5 - 7 years preparing complex 1040s and business tax returns (1065, 1120-S and 1120).
- The perfect fit brings deep tax know-how, loves working as part of a tight-knit group, and takes pride in work that builds lasting client trust.
- Comfortable with multi-state returns, Section 1031 exchanges, real estate investors, QBI, passive activity rules, S-Corp basis, and the like; experience with trusts (1041) or gift and estate taxes are a bonus.
- Your PTIN has stayed active for the past 5 years.
- You can run your own schedule, hit deadlines, and keep things accurate-without re-doing a whole return or sweating tiny stuff (like a $2-$5 difference or travel vs. office supplies).
- You know what really matters: you focus on the big picture, catch missed deductions or credits (did we get that loan interest?), and keep returns strong without chasing perfection.
- You love a small, family-style team: pitching in, staying flexible, helping clients, and jumping in wherever needed-including those sometimes long weekends during tax season.
- You build accountability, streamline how we work, and keep the vibe positive and supportive. Important: We do zero audits or assurance work-if that's your background, this isn't the fit. We're all about tax.
- The core competencies of this role are tax expertise, accuracy + attention to detail, software proficiency, client relationship management, team collaboration and time management.
BENEFITS :
- health benefits
- paid time off
- paid sick leave
- paid holidays
- personal days
- summer Fridays or flexible Fridays during off season
- CPE reimbursement credits
- professional membership dues
- Note: This position requires a commitment to completing tasks and meeting deadlines. While working hours are listed above, occasional extended hours, especially from February through April and August through October will be necessary to ensure critical work is completed.
Job Tags
Summer work, Work at office, Home office, Flexible hours,