Tax Staff

Hybrid Schedule | 100% Paid Health Benefits | Strong Growth Trajectory

This Jobot Job is hosted by:
Emily Bohanon
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $75,000 - $85,000 per year

A bit about us:

We are a well-established boutique CPA firm with more than 30 years of experience providing tax and advisory services to high-net-worth individuals and privately held businesses. Our collaborative team works closely with clients throughout the year, delivering personalized guidance rather than transactional tax preparation. We believe in developing well-rounded professionals through direct client interaction, mentorship from experienced partners, and exposure to a diverse range of complex tax engagements.

If you're looking to move beyond a highly specialized role at a larger firm and want meaningful client relationships with significant growth potential, we'd love to connect.

Position Overview

We're seeking a Tax Staff Accountant with 2-5 years of public accounting experience to join our growing team.

This role offers broad exposure to individual and business taxation while working directly with partners, managers, and clients.

Why join us?

What We Offer
Competitive salary ($75,000-$85,000)
Performance bonus program paid twice annually
100% employer-paid health insurance
Direct mentorship from experienced partners
Exposure to sophisticated high-net-worth tax work
Long-term career growth with a potential partnership path

Hybrid schedule:
Off Season: 2 days office / 3 remote
Busy Season: 3 office / 2 remote
Final week before April 15:
Generally fully in-office

Job Details

We're seeking a Tax Staff Accountant with 2-5 years of public accounting experience who enjoys building client relationships just as much as preparing tax returns. This is a highly visible role where you'll work directly with high-net-worth individuals and business owners from the beginning, partnering with multiple managers and partners on a wide variety of tax engagements. Success in this position requires someone who is technically strong, personable, detail-oriented, and comfortable guiding clients through complex tax matters.

Responsibilities
Prepare federal and state tax returns for high-net-worth individuals, partnerships, S-corporations, trusts & estates, and a limited number of C-corporations using Lacerte and CCH tax software.
Utilize Quick Books to support client accounting needs and gather information necessary for tax preparation and year-end reporting.
Serve as a primary point of contact for clients by answering questions, explaining tax matters in an approachable manner, and delivering the firm's high-touch, relationship-driven client service.
Collaborate directly with multiple partners and managers on sophisticated tax planning projects, including opportunities to gain exposure to international and expatriate taxation, IRS notices, and tax resolution matters.
Prepare work papers and tax returns with a high degree of accuracy and ownership, ensuring work is completed correctly the first time while contributing to a collaborative, team-oriented environment.

What We're Looking For
2-5 years of recent public accounting tax experience.
Experience preparing returns for high-net-worth individuals, partnerships, S-corporations, and pass-through entities.
Proficiency with Quick Books is required; experience with Lacerte and/or CCH is strongly preferred.
Excellent communication skills with a genuine desire to build relationships and work directly with clients.
Personable, dependable, and professional with good business judgment ("street smarts") and the confidence to communicate with business owners.
Enrolled Agent (EA) designation is highly preferred, particularly candidates with experience responding to IRS notices or assisting with tax resolution.
Someone who values accuracy, follows through on commitments, and enjoys working in a collaborative boutique firm where everyone contributes to the client experience.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all…