Staff Accountant Tax Associate

Benefits

• 401(k)
• Health insurance
• Paid time off
• Training & development
• Competitive salary based on experience
• Closed door office
• Paid time off and holidays
• Professional development opportunities
• Support for continuing education and professional certifications
• Monday–Friday schedule, 9:00 AM–5:00 PM (extended hours required during tax season)
• Very collaborative and supportive team environment
• Growth opportunities within a rapidly expanding firm

• Prepare individual and business tax returns.
• Conduct client interviews and gather financial and tax information through in-person meetings, Zoom meetings, phone calls, and email communications.
• Assist with tax return preparation, document organization, and workpaper preparation under firm management supervision.
• Perform bookkeeping and accounting functions, including data entry, reconciliations, and financial record maintenance.
• Communicate with clients regarding document requests, missing information, and general tax and accounting matters.
• Review client records and supporting documentation for completeness and accuracy.
• Assist with tax planning and advisory projects.
• Maintain accurate client files and internal records.
• Support senior staff with tax, accounting, and consulting engagements.
• Perform various administrative and client service functions as needed.

• Strong attention to detail and organizational skills.
• Excellent verbal and written communication skills.
• Comfortable interacting with clients in person, by phone, and via video conference.
• Ability to manage multiple projects and deadlines.
• Proficiency with Microsoft Office applications.
• Willingness to learn tax preparation software, accounting systems, and firm processes.
• Professional demeanor and strong customer service skills.

• Bachelor's degree in Accounting, Finance, or a related field.
• Experience preparing tax returns.
• Experience with Quick Books or similar accounting software.
• Experience with or willingness to learn Ultra Tax CS.
• Enrolled Agent (EA) designation or interest in pursuing professional credentials.
• Public accounting experience.
• Experience in accounting, bookkeeping, tax, finance, or a related field.

We're looking for someone who wants to build a career in public accounting, develop technical expertise in tax and accounting, and grow with our firm over the long term. The ideal candidate is professional, detail-oriented, and eager to learn. This role involves regular interaction with business owners and high-net-worth individuals, so strong communication skills and confidence in a client‑facing environment are essential.