Tech Stack

Description

You will handle federal and state tax planning and compliance for businesses and individuals, preparing filings such as 1040, 1041, partnerships, LLCs, and S-Corp returns. You'll manage client relationships and collaborate with team members to deliver high-quality service.

Requirements

• 3+ years experience in federal and state tax compliance
• Ability to independently manage client needs
• Microsoft Office proficiency
• QuickBooks proficiency
• Experience with tax preparation and accounting software

Responsibilities

• Prepare and review tax filings (1040, 1041, Partnerships, LLC, S-Corp)
• Take ownership of client relationships and ensure seamless experience
• Identify and communicate tax matters to managers or senior managers
• Collaborate with internal team to review clients' comparative financials
• Lead client engagements with confidence