Who: 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.