Tax Accountant

Tax Accountant Overview

• The Tax Accountant role offers a dynamic opportunity to work with diverse clients and manage complex tax-related tasks in a professional services environment.
• Collaborate with a leading accounting firm known for its trusted advisory services and commitment to excellence.
• Engage in preparing and reviewing tax returns for HNW individuals, partnerships, corporations, trusts, and estates.
• Contribute to the preparation of compiled or reviewed financial statements, ensuring accuracy and compliance.
• Develop and maintain strong client relationships, providing exemplary service and building trust.
• Participate in tax research and analysis, offering innovative solutions to complex tax issues.
• Work in a hybrid model after initial training, balancing onsite and remote work effectively.
• Enjoy competitive compensation and benefits, including health and retirement plans.

Tax Accountant Key Responsibilities & Duties

• Prepare and review various tax returns, ensuring compliance with regulations and accuracy in reporting.
• Compile or review financial statements, maintaining high standards of precision and detail.
• Conduct tax research and analysis using industry-standard tools to provide actionable insights.
• Manage client relationships, acting as a trusted advisor and delivering exceptional service.
• Collaborate with clients’ internal accounting teams to make necessary adjustments and entries.
• Respond to government notices and represent clients during tax examinations and audits.
• Handle multiple projects simultaneously, meeting deadlines and maintaining quality standards.
• Contribute to a high-pressure environment during peak tax seasons, ensuring timely delivery of services.

Tax Accountant Job Requirements

• Bachelor’s degree in Accounting or a related field is required.
• CPA license or active CPA candidacy is preferred.
• Minimum of 2 years of tax-related experience, with 5 years preferred.
• Proficiency in QuickBooks Desktop and Online, CCH Axcess Tax, and ProSystem Fx Engagement.
• Strong organizational, analytical, and communication skills are essential.
• Ability to manage multiple clients and projects simultaneously in a professional services setting.
• Experience in client-facing roles, demonstrating polished interpersonal and relationship-building skills.
• Capability to travel with a car is a plus.