Tax & Accounting Professional

Job Description

Job Description

We are not a typical CPA firm. Our practice combines tax expertise with high-level advisory services, allowing our team to work closely with clients on both compliance and long-term financial strategy. We are seeking a talented Tax & Accounting Professional who wants to grow beyond routine return preparation and become a trusted advisor.

Key Responsibilities

• Prepare and review complex individual, corporate, partnership, and trust tax returns
• Perform tax planning and research on a wide range of client matters
• Prepare and review financial statements and workpapers
• Analyze financial data and provide insights to clients on business performance
• Manage multiple client engagements and deadlines efficiently
• Communicate directly with clients regarding tax and accounting matters
• Assist in mentoring junior staff and reviewing their work
• Ensure compliance with federal, state, and local regulations

Qualifications

• 5–15 years of experience in public accounting
• Strong experience with tax compliance and planning
• CPA license or actively pursuing preferred
• Proficiency in tax and accounting software (e.g., UltraTax, QuickBooks)
• Strong analytical, organizational, and problem-solving skills
• Ability to manage multiple projects and deadlines
• Excellent written and verbal communication skills
• Long-term career focused preferred
• Proven ability to manage client relationships

What We Offer

• Competitive compensation based on experience
• Opportunity for growth into senior leadership roles
• Diverse client base (individuals, small businesses, and high-net-worth clients)
• Collaborative and professional team environment
• Exposure to both tax compliance and advisory services
• Exposure to wealth management

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.