An experienced tax professional with at least 3 years of public accounting experience.
What :
Prepare and review tax returns for individuals, LLCs, and corporations while supporting client financial planning.
When :
Position available immediately.
Where :
Remote.
Why :
Help guide clients through complex financial decisions with opportunities to grow tax and financial planning expertise.
Office Environment :
Collaborative, team-oriented, and paperless, with a strong emphasis on technology and client service.
Salary :
Commensurate with experience.
Position Overview :
We're seeking an Accountant to join a professional services team that supports growing businesses and high-net-worth individuals.
This role focuses on tax preparation and advisory while offering broader exposure to financial planning services including estate, succession, and retirement planning.
Key Responsibilities :
Prepare and review individual, LLC, S corp, and C corp tax returns
Communicate with clients and tax authorities
Provide high-quality tax services and strategic financial advice
Collaborate with team members in a fast-paced, cloud-based environment
Contribute to client acquisition and business development efforts Qualifications :
Bachelor’s degree in Accounting (MBA preferred)
Minimum of 3 years of tax preparation experience
Strong technical tax knowledge and research skills
Excellent verbal, written, and presentation skills
Proficiency in QuickBooks, Microsoft Office Suite, Ultra Tax
Self-motivated, detail-oriented, and highly organized If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
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