Tax Accountant

Tax Accountant

Status : Exempt

We are seeking a proactive and detail-oriented Tax Accountant to deliver high-quality tax planning and compliance services to our clients. This role requires strong technical expertise, sound judgment, and a client-focused mindset.

The ideal candidate thrives in a collaborative, team-oriented environment while maintaining the independence to manage their own workload and responsibilities.  This position follows a seasonal workflow, with full-time hours during peak tax season and the option to transition to part-time during off-peak periods.

Responsibilities :

• Deliver high quality tax planning and compliance services
• Input data, prepare, and review federal, state, and local income tax returns for individuals (medium and high net worth), trusts, and small businesses
• Work closely with financial advisors to prepare client tax projections through a thoughtful, insightful process
• Ensure coordinated tax planning services and information delivery
• Prepare internal memoranda, written correspondence and guidance, and other documents for submission to the IRS or other tax authorities
• Proactively connect with clients to gather and clarify information

Core Attributes and Competencies :

Skills and Experience :