Tax Staff

Job Details

Hybrid schedule | 100% employer-paid health insurance | Strong growth trajectory.

Salary: $75,000 - $85,000 per year.

We are seeking a Tax Staff Accountant with 2-5 years of public accounting experience to join our growing boutique CPA firm. This role offers broad exposure to individual and business taxation while working directly with partners, managers, and clients.

• 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

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

• 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 high-touch, relationship-driven client service.
• Collaborate directly with multiple partners and managers on sophisticated tax planning projects, including 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.

• 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 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.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.