We are looking for a sharp college graduate or someone who is two years into their accounting journey to join our tax team! Our tax managers are second to none and provide very intentional and comprehensive training so that you can become a contributor and support our team.
The Staff Tax Accountant plays a crucial role within a medium-sized team, supporting tax preparation, financial reporting, and client consultations. Reporting directly to the Tax Manager, this role leverages specialized tax software combined with manual processes to ensure compliance and accuracy. This position offers opportunities for professional development and requires no travel.
Responsibilities
Prepare accurate and timely tax returns for clientsAssist in financial reporting and analysis related to tax obligationsConsult with clients to clarify tax issues and resolve inquiriesAnalyze data to identify discrepancies and optimize tax outcomesStay current with regulatory updates impacting tax complianceCollaborate effectively with team members to meet deadlines
Preferred Qualifications
2+ years of experience in tax accountingKnowledge of tax compliance regulationsProficiency with tax software such as Lacerte and SureprepAdvanced skills in Microsoft ExcelStrong attention to detail and analytical thinkingEffective communication and time management skills Read LessWe are seeking an experienced Senior Accountant with a strong background in trust and estate accounting and taxation. The ideal candidate is a licensed CPA with expertise in fiduciary income tax returns, estate and gift tax compliance, trust accounting, and high-net-worth client service. This role requires strong technical accounting and tax skills, attention to detail, and the ability to manage multiple client engagements while providing exceptional client service.
Required
Active CPA license.Bachelor's degree in Accounting, Finance, or related field.8+ years of public accounting experience.3+ years of direct trust and estate accounting/tax experience.Strong knowledge of:Form 1041 Fiduciary Income Tax ReturnsForm 706 Estate Tax ReturnsForm 709 Gift Tax ReturnsTrust accounting principlesFiduciary taxationEstate administration proceduresProficiency in tax preparation software and Microsoft Excel. Read Less