Tax Professional

Overview

Tax Professional – Planning & Compliance We’re hiring a skilled tax professional to support clients with tax planning and compliance matters. Our firm serves high-net-worth individuals as well as small- to middle-market businesses. In this role, you’ll work with business owners, individuals, trusts, and estates to optimize tax strategies, provide forward-looking planning advice, and prepare accurate, timely tax returns. You’ll play a key role in helping clients understand complex tax issues and make informed financial decisions.

The ideal candidate is a strong communicator with experience using professional tax software—especially CCH Axcess or Pro System fx—and the ability to translate technical tax concepts into clear, practical guidance. If you take pride in accuracy, enjoy solving complex problems, and genuinely enjoy helping people, we’d love to hear from you.

We believe diversity makes us stronger. We value respect, collaboration, and evidence-based decision-making. We are committed to maintaining a workplace that is welcoming to people of all backgrounds, identities, ethnicities, and perspectives. Everyone is welcome.

• Smart-casual work environment
• 401(k) with company match
• Flexible schedule with core hours from 10:00 AM to 4:00 PM

• Advise clients on tax planning strategies to ensure compliance while minimizing current and future tax liabilities
• Conduct tax research to resolve complex planning and compliance questions and provide guidance to both clients and internal team members
• Prepare and file federal and state tax returns for individuals, businesses, trusts, and estates
• Communicate with taxing authorities as needed on behalf of clients
• Educate clients on tax return processes, documentation requirements, and filing deadlines to ensure timely compliance
• Identify and apply all eligible credits, deductions, and tax elections available to clients
• Review and analyze financial records, including income statements, prior-year tax returns, and supporting documentation, to determine taxable income
• Communicate professionally with clients via phone and email to coordinate document collection, clarify tax matters, and support accurate tax return preparation

• Bachelor’s degree in Accounting or related field (Master’s in Taxation a plus)
• 2–4 years of public accounting tax experience
• Experience preparing federal and state tax returns for individuals and closely held businesses
• Exposure to pass-through entities (S corporations and partnerships) preferred
• Familiarity with trusts and estates is a plus, but not required
• Ability to research tax issues and apply guidance with appropriate supervision
• Experience using professional tax software, particularly CCH Axcess Tax and/or Pro System fx
• Strong understanding of common tax deductions, credits, and elections
• Excellent attention to detail with a high standard for accuracy
• Strong organizational and time-management skills, with the ability to manage multiple deadlines
• Effective written and verbal communication skills
• Professional demeanor and a client-service mindset
• Desire to continue developing technical skills and grow within a public accounting environment
• Compensation: $70,000 - $90,000 annually based on experience