Tax Professional II

Job Description

Job Description

Benefits:

• Health insurance
• Opportunity for advancement
• Profit sharing

We are seeking an experienced and client-focused Tax Professional II to join our growing firm. This role is responsible for preparing and reviewing individual and small business tax returns, identifying tax planning opportunities, and supporting clients with proactive tax strategy. The ideal candidate possesses technical tax knowledge, excellent communication skills, and a commitment to delivering exceptional client service.

Key Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and nonprofit organizations as applicable.
• Analyze client financial information and supporting documentation to ensure accurate tax reporting.
• Identify opportunities for tax savings and provide strategic tax planning recommendations.
• Assist clients with tax notices, and amendments.
• Communicate directly with clients to gather information, answer questions, and explain tax positions.
• Review completed work for accuracy, completeness, and compliance with firm standards.
• Collaborate with team members to achieve departmental and organizational goals.
• Utilize tax preparation software effectively.
• Maintain confidentiality and uphold professional and ethical standards.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, or related field.
• Minimum of 3-5 years of experience preparing and reviewing tax returns.
• Strong understanding of federal and state tax laws and regulations.
• Experience working with individual and business tax clients.
• Proficiency with tax preparation software and Microsoft Office applications.
• Excellent analytical, organizational, and problem-solving abilities.
• Strong verbal and written communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Preferred

• Active CPA license strongly preferred.
• Enrolled Agent (EA) credential.
• Experience serving small business owners and high-net-worth individuals.
• Prior experience in a public accounting or tax advisory firm.

Desired Attributes

• Client-service oriented with a passion for helping others.
• Professional, ethical, and detail-oriented.
• Self-motivated with the ability to work independently and collaboratively.
• Strong critical-thinking and decision-making skills.
• Commitment to continuous learning and professional growth.

About Our Firm

We help individuals and small business owners nationwide reduce tax burden and make informed financial decisions through proactive tax planning and advisory services. Our team is committed to delivering exceptional service while fostering a collaborative, growth-oriented workplace culture.

Join us if you are passionate about tax strategy, client service, and making a meaningful impact for the clients and communities we serve.