🛠 Tech Stack

💼 About This Role

You'll prepare and review complex tax returns for individuals, partnerships, and corporations, working directly with clients on tax planning and compliance. Your impact includes mentoring junior staff and managing multiple engagements during peak seasons. This role offers flexible scheduling within a collaborative, client-focused environment.

🎯 What You'll Do

• Prepare and review federal, state, and local tax returns
• Analyze financial statements for accurate tax reporting
• Communicate with clients to gather information and provide guidance
• Review work prepared by junior staff and provide mentorship

📋 Requirements

• CPA license or active pursuit required
• 3–6+ years of public accounting tax experience
• Experience with individual, business, and fiduciary tax returns
• Proficiency in tax software (e.g., ProSystem fx, UltraTax) and Excel

✨ Nice to Have

• Master's in Taxation preferred
• Experience with trusts and estates (Form 1041)
• Strong knowledge of state tax regulations

🎁 Benefits & Perks

• 🏥 Health, Dental, and Vision Insurance with fully paid options
• 💰 Classic Safe Harbor 401(k) Plan with employer contributions
• 📚 Professional development including Becker and LinkedIn Learning
• 🏖️ Flexible scheduling for work-life balance