Tax Accountant

A growing and client-focused public accounting firm is seeking a Tax Accountant to join its team. This role offers a blend of tax preparation, tax planning, client advisory, bookkeeping, and financial analysis responsibilities. The ideal candidate is detail-oriented, proactive, and enjoys building strong client relationships while helping businesses and individuals achieve their financial goals.

All potential applicants are encouraged to scroll through and read the complete job description before applying.

Key Responsibilities

Tax Preparation & Compliance

• Prepare federal and state tax returns for individuals, corporations, partnerships, and other business entities.
• Review financial records and supporting documentation to ensure accurate and timely tax filings.
• Research tax laws and regulations to maintain compliance and identify tax-saving opportunities.
• Assist clients with tax notices, audits, and correspondence from taxing authorities.

Tax Planning & Advisory

• Prepare tax projections and estimated tax calculations throughout the year.
• Conduct year-round tax planning to help clients minimize liabilities and maximize savings.
• Provide guidance on tax implications related to business operations, investments, and financial decisions.
• Stay informed on changing tax regulations and communicate relevant impacts to clients.

Client Relationship Management

• Serve as a trusted advisor and primary point of contact for assigned clients.
• Communicate regularly regarding tax deadlines, financial performance, and compliance requirements.
• Explain accounting and tax concepts in a clear, client-friendly manner.
• Collaborate with internal team members to ensure exceptional client service and timely deliverables.

Bookkeeping & Financial Analysis

• Perform monthly and quarterly bookkeeping, account reconciliations, and journal entries.
• Prepare and review financial statements, including balance sheets and income statements.
• Analyze financial performance, profitability, cash flow, and operational trends.
• Identify discrepancies, process improvements, and tax planning opportunities.
• Assist clients in maintaining accurate accounting records and effective bookkeeping practices.

Qualifications

• Bachelor's degree in accounting.
• CPA and/or Enrolled Agent preferred.
• 3 - 5+ years' experience preparing individual and business tax returns, preferably within public accounting.
• Strong knowledge of federal and state tax regulations and accounting principles.
• Proficiency in tax and accounting software, including QuickBooks and Microsoft Excel.
• Excellent communication and client service skills.
• Strong analytical, organizational, and problem-solving abilities.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Experience with tax planning, financial statement analysis, and client advisory services is a plus. xhyhwjd
• Comfortable learning and utilizing new technologies, including emerging AI-enabled tools.