Responsibilities
- Prepare individual, corporate, partnership, and trust tax returns in compliance with federal, state, and local regulations
- Assist with tax planning strategies for high-net-worth business owners and related entities
- Research tax issues and provide recommendations to leadership
- Review client documentation for accuracy, identify discrepancies, and propose corrections
- Prepare workpapers and schedules to support the review process
- Meet with clients to gather information, present findings, and deliver completed returns
- Maintain accurate client records and ensure compliance with firm policies
- Monitor filing deadlines and ensure timely submission of returns
- Respond to client inquiries in a professional and timely manner
- Collaborate across tax, audit, and accounting teams to support client needs
Requirements
- Bachelor’s degree in Accounting
- 1–3 years of tax preparation experience, ideally in public accounting
- Proficiency in Microsoft Office
- Ability to pass a CJIS background check
Nice to Have
- Master’s and CPA eligibility
- Experience with UltraTax, QuickBooks (Desktop & Online), and AdvanceFlow
Benefits
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Additional Information
- Regular communication, close vision, and the ability to focus on detailed financial information.
- The employee is regularly required to talk or hear.
- Specific vision abilities required include close vision and the ability to adjust focus.
- Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
- This job description does not list all the duties of the position. Additional responsibilities may be assigned as needed.
- Performance will be evaluated in part based on the successful execution of the responsibilities outlined above.
- Full-time, salaried exempt position
- Standard business hours with flexibility
- Occasional extended hours (40+ per week), especially during peak periods
- This position requires regular communication, close vision, and the ability to focus on detailed financial information.
- While performing the duties of this job, the employee is regularly required to talk or hear.
- Specific vision abilities required include close vision and the ability to adjust focus.
- Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
