Tax Staff Accountant

Job Summary

As a Tax Staff Accountant, you will be responsible for the preparation of business and individual tax returns, gaining exposure to a diverse client base across a variety of industries, and collaborating with internal teams to deliver high‑quality services.

• Tax Preparation – Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities. Organize and review client‑provided financial information, ensuring accuracy and completeness. Use tax software and tools to input data, calculate tax liabilities, deductions, and credits.
• Research and Analysis – Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines. Analyze financial statements, records, and documentation to identify tax‑saving opportunities and compliance issues. Assist in preparing tax projections and estimates to guide clients.
• Client Communication – Communicate with clients to gather necessary information and address inquiries. Explain tax concepts and implications clearly. Collaborate with internal team to provide timely updates and recommendations.
• Compliance and Documentation – Ensure adherence to tax regulations and deadlines. Maintain organized and comprehensive tax files and documentation for each client engagement. Track changes in tax laws and regulations and assess potential impact.
• Team Collaboration – Collaborate with other tax professionals within the firm. Support senior team members in complex tax projects, including audits and specialized services. Participate in internal training sessions.

• Bachelor’s degree in accounting, finance, or a related field.
• 1+ year of relevant experience in tax preparation.
• Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification.
• Proficient in CCH Pro System FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.
• Strong analytical and communication skills.

Work is conducted in a professional office environment with minimal distractions.

Prolonged periods of sitting at a desk and performing work in front of a computer screen. Must be able to lift up to 15 pounds.

Travel may be frequent and unpredictable, depending on client requirements.

• Positive work environment with collaborative teamwork.
• Competitive compensation tailored to role, qualifications, and expertise.
• Comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off.