Position Overview
A Tax Accountant opportunity for an experienced professional with a strong background in individual trust and business tax preparation. This role is centered on delivering accurate timely and strategic tax services while building long-term client relationships through year-round advisory support. The position offers a mix of technical tax work client interaction and collaboration with financial and legal professionals.
Core Responsibilities
- Prepare and review individual trust and business tax returns includingS and 1065 filings
- Assist with tax planning strategies compliance matters and IRS correspondence
- Partner with fiduciaries attorneys and financial advisors on complex tax matters
- Ensure all filings meet accuracy confidentiality and deadline requirements
- Support clients with year-round tax guidance and problem-solving
Ideal Background
- 3 years of hands-on tax preparation experience
- Proficiency with Drake UltraTax QuickBooks or comparable accounting software
- CPA or EA credential preferred though not required
- Experience with trust and estate tax work is a strong advantage
Benefits & Growth
- Performance-based bonus opportunities
- 401(k) retirement benefits
- Hybrid work schedule flexibility
- Continuing education and professional development support
Position Overview A Tax Accountant opportunity for an experienced professional with a strong background in individual trust and business tax preparation. This role is centered on delivering accurate timely and strategic tax services while building long-term client relationships through year-round ad...
Position Overview
A Tax Accountant opportunity for an experienced professional with a strong background in individual trust and business tax preparation. This role is centered on delivering accurate timely and strategic tax services while building long-term client relationships through year-round advisory support. The position offers a mix of technical tax work client interaction and collaboration with financial and legal professionals.
Core Responsibilities
- Prepare and review individual trust and business tax returns includingS and 1065 filings
- Assist with tax planning strategies compliance matters and IRS correspondence
- Partner with fiduciaries attorneys and financial advisors on complex tax matters
- Ensure all filings meet accuracy confidentiality and deadline requirements
- Support clients with year-round tax guidance and problem-solving
Ideal Background
- 3 years of hands-on tax preparation experience
- Proficiency with Drake UltraTax QuickBooks or comparable accounting software
- CPA or EA credential preferred though not required
- Experience with trust and estate tax work is a strong advantage
Benefits & Growth
- Performance-based bonus opportunities
- 401(k) retirement benefits
- Hybrid work schedule flexibility
- Continuing education and professional development support
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