Tax Accountant

Tax Accountant
Position Summary
We are seeking an experienced and detail-oriented Tax Accountant to join our growing CPA and tax advisory team.
The Tax Accountant will be responsible for preparing and reviewing federal and state tax returns for individuals and businesses, performing tax research, maintaining tax workpapers, assisting with tax projections, and supporting the firm’s tax planning and compliance engagements.
The ideal candidate has strong technical tax knowledge and experience handling complex individual and business tax returns.
Key Responsibilities
Prepare federal and state income tax returns for individuals and businesses.
Prepare and/or
Related state and local income tax returns
Review prior-year tax returns and identify carryforwards, elections, and potential tax issues.
Analyze client financial statements and tax documents before preparation.
Perform book-to-tax adjustments and prepare tax workpapers.
Reconcile taxable income to client accounting records.
Prepare depreciation and fixed-asset schedules.
Review shareholder and partner basis when applicable.
Prepare estimated tax calculations.
Assist with quarterly and year-end tax projections.
Identify potential deductions, credits, elections, and tax-planning opportunities.
Research federal and state tax issues.
Assist with multi-state filing and nexus analysis.
Prepare amended returns when required.
Assist with IRS and state tax notices and correspondence.
Assist with reasonable-compensation and S-Corporation tax matters.
Coordinate with the accounting team to resolve bookkeeping issues affecting tax returns.
Coordinate with tax planners and advisors regarding client tax strategies.
Maintain complete tax workpapers and supporting documentation.
Ensure returns meet internal quality-control standards before filing.
Monitor tax deadlines, extensions, estimated payments, and outstanding client information.
Communicate professionally with clients regarding tax documents and outstanding information.
Stay current with changes in federal and state tax laws.
Qualifications
Bachelor’s degree in Accounting, Finance, Taxation, or related field.
2+ years of tax preparation experience preferred.
Strong knowledge of U.S. federal income taxation.
Experience preparing individual and business tax returns.
Strong understanding of S Corporations, C Corporations, partnerships, and individual taxation.
Ability to read and analyze financial statements and general ledgers.
Strong tax research and analytical skills.
Strong Microsoft Excel skills.
Excellent attention to detail.
Strong organizational and deadline-management skills.
Ability to manage multiple tax engagements simultaneously.
Performance Expectations
Success in this position will be measured by:
Accuracy of tax returns
Quality of tax workpapers
Ability to meet filing deadlines
Number and severity of review adjustments
Turnaround time
Technical tax knowledge
Responsiveness to clients and internal teams
Ability to identify tax issues before filing
Compliance with firm procedures and quality-control standards
What We’re Looking For
We are looking for a tax professional who does more than enter information into tax software.
The ideal Tax Accountant understands the relationship between the tax return, financial statements, entity structure, and underlying transactions. The person should be able to recognize unusual items, ask the right questions, research technical issues, and identify potential tax opportunities or risks before a return is finalized.

Work arrangement
No