Job Description

Job Description

Job Description

About the Role

The Tax Preparer & Reviewer will be responsible for preparing and reviewing a variety of tax returns, conducting tax research, identifying tax planning opportunities, and collaborating with advisors and partners to deliver exceptional client service. This is an excellent opportunity for a tax professional who enjoys building client relationships, taking ownership of engagements, and contributing to a growing advisory-focused firm.

Responsibilities

• Prepare and review individual, corporate, partnership, S-corporation, trust, and nonprofit tax returns.
• Analyze financial information and supporting documentation for accuracy and completeness.
• Identify tax-saving opportunities and planning strategies for clients.
• Review tax returns prepared by staff and provide constructive feedback.
• Conduct tax research and assist with resolution of tax notices and client inquiries.
• Communicate directly with clients regarding tax matters and information requests.
• Collaborate with wealth advisors and firm leadership on integrated planning opportunities.
• Assist with year-round tax planning initiatives and client consulting projects.
• Stay current with federal and state tax law developments.
• Maintain strong adherence to firm quality control and professional standards.

Qualifications

• Bachelor's degree in Accounting or related field.
• CPA license or CPA candidate preferred.
• 3-5 years of public accounting tax experience.
• Experience preparing and reviewing a wide range of tax returns.
• Strong knowledge of federal and state tax regulations.
• Proficiency with tax software and Microsoft Excel.
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple deadlines and priorities in a fast-paced environment.
• Commitment to exceptional client service and professional growth.

What We Offer

• Competitive salary based on experience
• Performance-based bonus opportunities
• Health benefits
• Paid time off and firm holidays
• 401(k) with employer contribution
• Continuing professional education and CPA support
• Flexible work environment
• Opportunity to work alongside tax, accounting, and wealth advisory professionals
• Career advancement within a growing and respected firm

About Us

At our firm, we believe tax planning is more than compliance. By combining CPA expertise with wealth advisory services, we help clients make informed financial decisions and achieve their long-term goals. We foster a culture of collaboration, professional development, and exceptional client service.

A trusted CPA Wealth Advisory Firm! We combine the sophistication of a financial institution with the heart of a locally-owned business, serving high-net-worth clients with care, precision, and a personal touch.

Company Description

A trusted CPA Wealth Advisory Firm! We combine the sophistication of a financial institution with the heart of a locally-owned business, serving high-net-worth clients with care, precision, and a personal touch.

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