Public Accounting Tax

Public Accounting Tax Overview

• The Public Accounting Tax role focuses on providing expert tax and accounting services to small-business clients.
• Manage a portfolio of 30–40 established small-business clients, ensuring high-quality service delivery.
• Prepare federal and state tax returns for various entities, including individuals and corporations.
• Provide tax planning and consulting services to optimize clients’ financial positions.
• Collaborate with bookkeeping and accounting staff to ensure accurate financial reporting.
• Research and resolve complex tax questions, ensuring compliance with regulations.
• Offer practical guidance and support to business owners regarding accounting and tax matters.
• Work in-office with potential for remote arrangements based on performance and business needs.

Public Accounting Tax Key Responsibilities & Duties

• Review accounting records, reconcile accounts, and prepare financial statements and supporting workpapers.
• Identify errors, inconsistencies, and opportunities for improvement in clients’ financial data.
• Prepare and file federal and state tax returns for individuals, corporations, partnerships, and trusts.
• Provide tax planning and consulting services to enhance clients’ financial outcomes.
• Manage client accounts, ensuring timely filings and deliverables.
• Research and resolve tax compliance matters, including sales and use tax issues.
• Communicate tax recommendations clearly and professionally to clients and colleagues.
• Support onboarding of new clients and address their ongoing accounting needs.

Public Accounting Tax Job Requirements

• Bachelor’s degree in accounting or finance preferred, with strong accounting fundamentals.
• 10+ years of relevant tax and accounting experience, preferably with small businesses.
• Proficiency in preparing individual and business tax returns, including Forms 1040, 1120, 1120S, and 1065.
• Experience with QuickBooks Online and Intuit ProSeries preferred.
• Strong Microsoft Excel skills, including formulas and data import/export.
• CPA or Enrolled Agent credentials preferred but not required.
• Excellent communication, organizational, and problem-solving skills.
• Ability to manage multiple client relationships and work independently.