Salary
💰 $100,000 - $130,000 per year
About the role
- Analyze and submit monthly financial reports for 10-20 clients
- Assist in responding to IRS and state agency inquiries, audits, and notices
- Build and maintain strong client relationships through regular communication and high-quality service
- Manage and review preparation of federal, state, and local income tax returns for individuals, corporations, partnerships, and non-profits
- Supervise accountants in closing monthly financial results for clients
- Prepare business and personal tax returns and estimates
- Provide tax planning and strategic advice
- Identify opportunities for process improvements and implementation of best practices in tax workflows
Requirements
- Bachelor's degree in Accounting or a related field
- CPA license or EA designation
- Experience at a CPA firm or public accounting experience is a plus
- Experience managing multiple clients
- Tax preparation and planning experience is required
- Minimum 3 years tax accounting experience required
- Strong analytical and problem-solving skills
- Strong knowledge of U.S. federal and state tax laws and reporting requirements.
- Proven ability to manage multiple priorities and deadlines
- Excellent communication, interpersonal, and client management skills.
- Proficiency with tax software and QuickBooks Online