Prepare and review individual, corporate, and partnership tax returns
Conduct tax research and draft technical memos
Support tax planning and strategy development for clients
Assist with IRS and state audit responses
Collaborate with senior staff on client deliverables and special projects
Identify process improvements and contribute to internal efficiencies
Participate in client meetings and help translate technical concepts into actionable insights
This individual will be working for a company that is ranked in the Top 3% of IRS e-File providers, is a nationally recognized leader in tax for small businesses. Intuit Accountants has awarded them as a Top 400 U.S. Tax Firm, and has also gained recognition from Expertise.com and ThreeBestRated.com. They pride themselves on the ability to serves all individuals, businesses, and tax situations. Their median clients are small businesses with revenue of $500,000 - $3,000,000.
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CPA license (or actively pursuing with all exams passed)
13 years of experience in public accounting or tax-focused role
Strong technical knowledge of federal and state tax codes
Proficiency in tax software (e.g., UltraTax, ProSystem fx, or similar)
Excellent written and verbal communication skills
High attention to detail and ability to manage multiple deadlines
Experience with high-net-worth individuals or closely held businesses
Exposure to tax planning, not just compliance
Interest in advisory, consulting, or cross-functional projects
Familiarity with workflow automation tools or data analytics
Demonstrated initiative in previous roles (e.g., process improvements, leadership in small teams)
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.