Job description

Key Responsibilities • Tax Compliance & Preparation: Prepare and review complex federal and multi-state tax returns for individuals ($1040$), partnerships ($1065$), corporate entities ($1120 / 1120\text{-S}$), and trusts/estates ($1041$). • Tax Planning & Advisory: Conduct year-end tax projections, analyze financial statements, and identify tax mitigation strategies for business owners and high-net-worth individuals. • IRS & State Notice Representation: Assist clients with federal and state tax audits, notice responses, offer in compromise requests, and penalty abatement procedures. • Client Engagement & Accounting Support: Provide ongoing accounting support, review financial statements, perform adjusting journal entries, and assist clients with general ledger setup (QuickBooks, Xero). • Research & Advisory: Perform technical tax research on federal and state tax law updates, multi-state nexus regulations, and industry-specific tax guidance. Qualifications & Skills Requirements • Education: Bachelor’s Degree in Accounting, Finance, or a related field. • Experience: Minimum 5+ years of relevant tax experience within a public accounting firm . • Technical Skills: Strong proficiency in public tax software (UltraTax, Drake, ProConnect, or similar) and accounting software (QuickBooks Desktop/Online, Excel). • Strong working knowledge of federal, state, and local tax regulations and compliance procedures. • Excellent verbal/written communication skills and a client-focused demeanor. Preferred Credentials • Active Certified Public Accountant (CPA) license, Enrolled Agent (EA) credential, or CPA exam candidate actively pursuing licensure. • Experience handling multi-state tax filings and state nexus rules. What We Offer • Competitive compensation aligned with experience and qualifications. • Flexible work arrangements (hybrid/remote)

Requirements

Must-haves

Tax Compliance & Preparation: Prepare and review complex federal and multi-state tax returns for individuals ($1040$), partnerships ($1065$), corporate entities ($1120 / 1120\text{-S}$), and trusts/estates ($1041$).
Tax Planning & Advisory: Conduct year-end tax projections, analyze financial statements, and identify tax mitigation strategies for business owners and high-net-worth individuals.
IRS & State Notice Representation: Assist clients with federal and state tax audits, notice responses, offer in compromise requests, and penalty abatement procedures.
Client Engagement & Accounting Support: Provide ongoing accounting support, review financial statements, perform adjusting journal entries, and assist clients with general ledger setup (QuickBooks, Xero).
Research & Advisory: Perform technical tax research on federal and state tax law updates, multi-state nexus regulations, and industry-specific tax guidance.
Qualifications & Skills
Education: Bachelor’s Degree in Accounting, Finance, or a related field.
Experience: Minimum 5+ years of relevant tax experience within a public accounting firm .
Technical Skills: Strong proficiency in public tax software (UltraTax, Drake, ProConnect, or similar) and accounting software (QuickBooks Desktop/Online, Excel).
Strong working knowledge of federal, state, and local tax regulations and compliance procedures.
Excellent verbal/written communication skills and a client-focused demeanor.
Active Certified Public Accountant (CPA) license, Enrolled Agent (EA) credential, or CPA exam candidate actively pursuing licensure.
Experience handling multi-state tax filings and state nexus rules.

Nice-to-haves

Preferred Credentials

Application prep

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Platform: jobdiva
Effort: medium