AI savvy Tax Accountant – Business & Individual Returns

Barba CFO is a financial advisory firm dedicated to helping organizations optimize their financial performance, guided by biblically based principles of integrity, stewardship, and accountability. The team partners closely with clients to assess key pain points and opportunities, from accurate financial reporting to forward-looking financial models and budgets. Services are tailored through a range of packages, including Bookkeeper, Controller, CFO, and project-based engagements.

Barba CFO emphasizes clear benchmarks, structured plans, and the use of web-based tools to execute and track progress. As strategies are implemented, clients see measurable improvements in net income and overall financial health.

This is a full-time, on-site role based in Providence, RI for an AI-savvy Tax Accountant specializing in business and individual returns. The Tax Accountant will prepare and review federal and state tax returns, ensure compliance with current tax laws, and support tax planning strategies for a diverse client base. Day-to-day responsibilities include analyzing financial statements, organizing client documentation, identifying tax-saving opportunities, and resolving tax issues with regulatory authorities.

The role involves leveraging AI-driven tools and automation to streamline tax preparation workflows, improve accuracy, and enhance reporting. The Tax Accountant will collaborate with the Barba CFO team to align tax strategies with broader financial performance goals and provide clear, consultative guidance to clients.

• Strong tax-focused skills, including Tax Preparation and Tax Compliance for business and individual returns.
• Broad tax knowledge, including Tax law fundamentals and up-to-date awareness of federal and state regulations.
• Proficiency with Accounting and Financial Statements, including analysis and reconciliation.
• Experience using AI-enabled tax tools, cloud-based accounting platforms, and automation workflows.
• Bachelor’s degree in Accounting, Finance, or a related field; CPA or EA certification is preferred.
• Prior experience in public accounting or a tax-focused role, ideally with small and mid-sized businesses.
• Strong analytical, problem-solving, and organizational skills with attention to detail and deadlines.
• Clear, professional communication skills and the ability to explain complex tax concepts to clients.
• Commitment to ethical practice and alignment with values-based, principle-driven financial advisory work.