Tax Analyst

About Keller Financial Group

Founded in 1986, Keller Financial Group is an integrated advisory firm that focuses on business owners. We don't do just one thing — we bring bookkeeping, tax, financial planning, investments, and business advisory together under one roof, and we walk alongside owners through every phase of their journey: building their companies, transitioning out of them, and stewarding the wealth and legacy that follow.

We pair big-firm strategic depth with the focus and care of a close-knit team — and because many of us have direct experience with business ownership, we understand what owners are dealing with. That integrated, operator-minded model is what sets us apart, and it shapes how this role works.

About the Role

Keller Financial Group is seeking a Tax Analyst to support individual and business income tax preparation and related tax workflows. This role is ideal for a detail-oriented professional with strong tax fundamentals who enjoys working through complex information, managing deadlines, and supporting a collaborative team. This is an in-office role based in Camp Hill, PA, with an expectation of working on-site at least 75% of the time.

Key Responsibilities

Income Tax Preparation Support

·      Support preparation of individual (Form 1040) and business income tax returns (Forms 1120-S, 1120, 1065, and 1041)

·      Organize and review client tax documents for completeness and consistency

·      Follow up with clients to resolve missing or unclear tax information

·      Prepare internal summaries and review notes to support efficient tax preparation

Tax Operations & Compliance

·      Track and follow up on quarterly estimated income tax payments

·      Log tax notices, monitor deadlines, and prepare summaries

·      Support Pennsylvania and multi-state income tax workflows and compliance

Tax-Ready Accounting Support

·      Review general ledger activity to ensure income and expense items are properly classified for tax purposes

·      Identify issues affecting income tax reporting and prepare items for review

·      Review financial statements and summarize tax-relevant variances

·      Review client books in QuickBooks Online and prepare reports used in tax preparation

·      Provide QBO support and troubleshooting

Payroll & Payroll Tax

·      Support payroll processing and reporting

·      Assist with payroll tax filings and payment tracking

·      Support year-end payroll processes (W-2s and 1099 coordination)

Required Qualifications

·      Experience supporting individual and business income tax preparation

·      Strong working knowledge of QuickBooks Online

·      Payroll processing and payroll tax experience

·      Experience reviewing general ledgers and financial statements for tax purposes

·      Strong organization, documentation, and deadline management skills

·      Demonstrated commitment to personal and professional growth

Credentials

Enrolled Agent (EA) or CPA credential is helpful and valued, but not required

Work Location

Presence in our Camp Hill, PA office is required at least 3 days per week.

Why this role is difference

At most firms, a tax professional works in a silo: returns come in, returns go out, and you rarely see the bigger picture. Here, tax is one connected part of a client's full financial life. You'll understand why a client's numbers look the way they do, how their tax position ties to their planning and business goals, and where your work fits into decisions that matter to them.

A few things we think make this worth your time:

·      You'll see the whole picture, not just a return. Because we handle the books, the planning, and the advisory work too, you'll have context most tax roles never give you.

·      Make a clear impact. Our clients are business owners we know well — people building and selling companies, and stewarding the wealth that comes after. Your work carries visible context and makes a difference in their daily lives.

·      Fast-paced learning. Our integrated model – working across our clients’ business and personal financial lives – means that you will gain a better understanding of how taxes fit into the full picture. We have an entrepreneurial, collaborative culture and pride ourselves on being innovative to serve our clients better. This all means that you will learn more than you would in a traditional tax firm.

·      Sustainable by design. We're intentional about protecting our team's time and energy, even in busy season (more on that below).

Who this role is not for

This role is not a good fit if you are seeking a fully remote position, interested in bookkeeping-only or data-entry-only work, or are looking for an environment where long hours (70 per week) during tax season are expected or preferred. At Keller Financial Group, we prioritize accuracy, consistency, and sustainable workloads, and we are intentional about protecting personal and family time even during busy seasons. This role is best suited for someone who values high-quality tax work, operational discipline, and a balanced, team-oriented environment.