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Tax Professional

The Tax Professional will be responsible for providing expert tax preparation and planning services to clients. The individual will ensure compliance with tax regulations, optimize tax strategies, and enhance the overall financial well-being of clients through diligent analysis and advice. This is an in-office position that can transition to a hybrid position once the busy season is over.

Key Responsibilities

• Prepare and review federal and state tax returns for individuals and businesses, including partnerships and S-Corps.
• Provide tax planning services to minimize tax liabilities and maximize savings.
• Conduct thorough research on tax issues and ensure compliance with federal and state regulations.
• Assist clients with tax-related inquiries and provide guidance on financial decisions affecting their tax situations.
• Collaborate with clients to develop personalized tax strategies tailored to their specific needs and goals.
• Maintain up-to-date knowledge of tax laws, regulations, and best practices in the industry.
• Support audit processes by preparing necessary documentation and representing clients when needed.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Experience with Ultratax a plus.
• Proven experience in tax preparation and planning, preferably in a public accounting environment.
• Strong knowledge of federal and state tax regulations.
• Excellent analytical skills and attention to detail.
• Effective communication skills, both written and verbal.
• Ability to manage multiple clients and projects simultaneously.