This is an opportunity to join a well-established wealth management and tax practice where your expertise can make a direct impact and create a long-term path toward leadership or even partnership.
Tax Accountant
Why This Opportunity Stands Out:
- Step into an established book of approximately 300 tax clients with immediate opportunity to build lasting client relationships.
- Gain exposure to a diverse client base including individuals, nonprofits, partnerships, S-Corps, and C-Corps.
- Help grow the firm’s outsourced accounting and bookkeeping practice while expanding your advisory skills.
- Clear career growth potential, including a path toward partnership for the right long-term candidate.
- Competitive benefits package including a 3% 401(k) match, profit-sharing contributions, and comprehensive health, life, and disability coverage.
Target Compensation: $75,000 – $90,000
Key Responsibilities for the Tax Accountant:
- Prepare and review tax returns for a diverse portfolio of individual and business clients.
- Serve as the primary contact for an established client base of approximately 300 accounts.
- Research and resolve complex tax issues while providing exceptional client service.
- Assist in the growth of the firm’s bookkeeping and outsourced accounting services.
- Collaborate with team members to improve processes and support overall client success.
Qualifications for the Tax Accountant:
- Bachelor’s degree in Accounting preferred; Associate degree candidates with relevant experience will also be considered.
- CPA preferred; EA designation required for non-CPA candidates as part of long-term development.
- 2-3+ years of public accounting tax preparation experience.
- Experience reviewing tax returns and working with multiple entity types, including partnerships and corporations.
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