Public Accounting Tax

Job Detail Experience Level Director Degree Type Bachelor of Science (BS)
Employment Full Time Working Type On Site Job Reference Salary Type Annually Industry Public Accounting Selling Points Lead impactful tax and accounting projects for small-business clients. Collaborate with professionals to deliver high-quality financial solutions. Enhance your expertise in a dynamic, client-focused environment.

Job Description Public Accounting Tax Overview The Public Accounting Tax role focuses on providing expert tax and accounting services to small-business clients.

Manage a portfolio of 30–40 established small-business clients, ensuring high-quality service delivery.

Prepare federal and state tax returns for various entities, including individuals and corporations.

Provide tax planning and consulting services to optimize clients’ financial positions.

Collaborate with bookkeeping and accounting staff to ensure accurate financial reporting.

Research and resolve complex tax questions, ensuring compliance with regulations.

Offer practical guidance and support to business owners regarding accounting and tax matters.

Work in-office with potential for remote arrangements based on performance and business needs.

Public Accounting Tax

Key Responsibilities & Duties Review accounting records, reconcile accounts, and prepare financial statements and supporting work papers.

Identify errors, inconsistencies, and opportunities for improvement in clients’ financial data.

Prepare and file federal and state tax returns for individuals, corporations, partnerships, and trusts.

Provide tax planning and consulting services to enhance clients’ financial outcomes.

Manage client accounts, ensuring timely filings and deliverables.

Research and resolve tax compliance matters, including sales and use tax issues.

Communicate tax recommendations clearly and professionally to clients and colleagues.

Support onboarding of new clients and address their ongoing accounting needs.

Public Accounting Tax

Job Requirements Bachelor’s degree in accounting or finance preferred, with strong accounting fundamentals.
10+ years of relevant tax and accounting experience, preferably with small businesses.

Proficiency in preparing individual and business tax returns, including Forms 1040, 1120, 1120S, and 1065.

Experience with Quick Books Online and Intuit Pro Series preferred.

Strong Microsoft Excel skills, including formulas and data import/export.

CPA or Enrolled Agent credentials preferred but not required.

Excellent communication, organizational, and problem-solving skills.

Ability to manage multiple client relationships and work independently.