Staff Tax Accountant

Staff Tax Accountant with a financial services firm.
 

Summary

We are seeking a detail-oriented and experienced Staff Tax Accountant to join a reputable financial services firm that provides comprehensive tax, accounting, and wealth management solutions. In this role, you will be responsible for preparing and reviewing complex tax returns, advising clients on tax strategies, and ensuring compliance with applicable regulations. You will report to the Finance or Tax Leader and work closely with the advisory team to deliver personalized financial guidance and strategic tax planning.

Responsibilities

• Prepare and review complex tax returns for individuals, corporations, partnerships, and trusts, ensuring accuracy and compliance with federal, state, and local laws.
• Research and interpret tax regulations to identify compliance requirements and uncover tax planning opportunities for clients.
• Provide strategic tax planning and consulting to clients, including advising on tax implications of business transactions and restructuring activities.
• Analyze financial data and develop tax projections to assist clients in making informed financial decisions.
• Manage client relationships as the primary point of contact for tax-related inquiries and concerns.
• Stay current with changes in tax laws and regulations to ensure ongoing compliance and optimization of tax strategies.
• Utilize tax preparation software such as Ultra Tax and other financial analysis tools to streamline processes and improve accuracy.
• Assist in identifying tax savings opportunities by reviewing client financial data and transactions.
• Coordinate with team members to ensure timely completion of tax filings and related deliverables.
• Support internal audit and compliance efforts when necessary, with a focus on adherence to multi-state tax codes.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• Master’s in Taxation or Accounting is a plus.
• CPA license and/or Enrolled Agent certification preferred.
• Minimum of 2 years of relevant tax and accounting experience.
• Proven ability to independently complete complex tax returns without supervisory review.
• Strong knowledge of federal and multi-state tax codes and compliance standards.
• Proficiency with tax software such as Ultra Tax and Accounting CS; experience with financial analysis tools is a plus.
• Excellent written and verbal communication skills.
• Exceptional attention to detail, organizational skills, and problem-solving abilities.
• Ability to manage multiple priorities in a fast-paced environment.

Are you ready to leverage your tax expertise within a collaborative and growth-oriented firm? We invite experienced tax professionals looking for a challenging opportunity in a respected organization to apply today. Join a team committed to delivering personalized financial solutions and advance your career in tax accounting.

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