Tax Attorney/CPA/Enrolled Agent

About Us:

Boutique law firm's legal and financial team is look for a Tax Attorney, CPA (Certified Public Accountant), or Enrolled Agent, to join our team. Your expertise will drive impactful tax strategies and compliance solutions. This role offers an exciting opportunity to work at the intersection of tax law, accounting, and financial planning, empowering clients to optimize their financial health. You will be instrumental in providing comprehensive tax advice, ensuring regulatory adherence, and supporting complex financial transactions with energy and precision. If you thrive in a fast-paced environment and are passionate about delivering exceptional service, this position is your next career move!

Responsibilities:

• Prepare and review federal and state tax returns for individuals, corporations, partnerships, non-profit organizations, and high-net-worth clients.
• Conduct detailed tax research to interpret current laws such as GAAP (Generally Accepted Accounting Principles), SOX (Sarbanes-Oxley Act), and securities law to ensure compliance.
• Assist clients with complex transactions including mergers & acquisitions, asset management, private equity investments, and financial restructuring.
• Analyze financial statements and reports to identify tax implications, ensure accuracy in financial report writing and interpretation.
• Support regulatory reporting requirements by reconciling accounts, preparing balance sheets, general ledger entries, and conducting account reconciliation.
• Utilize accounting software such as QuickBooks, or other financial software to maintain precise records of debits & credits and double entry bookkeeping processes.
• Collaborate with cross-functional teams on auditing procedures, internal controls (including SOX compliance), budgeting, payroll processing, and financial analysis.

Qualifications:

• Active CPA license or Enrolled Agent certification with proven tax experience in diverse sectors including public accounting or corporate finance.
• Strong knowledge of estate planning strategies, wills & trusts law, securities law, and non-profit accounting principles.
• Proficiency in accounting concepts such as GAAP standards, double entry bookkeeping, account analysis, balance sheet reconciliation, and general ledger accounting.
• Experience with financial software tools like QuickBooks, or similar platforms for bookkeeping and financial statement preparation.
• Demonstrated understanding of financial concepts including asset management, private equity investments, mergers & acquisitions analysis.
• Excellent analysis skills with the ability to interpret complex financial reports and conduct thorough financial analysis.
• Familiarity with regulatory frameworks such as SOX compliance and regulatory reporting requirements.
• Strong communication skills for clear financial report writing and client advisement on tax planning strategies.

What We Offer:

• Competitive compensation, commensurate with experience.
• Opportunities for professional development and growth.
• A supportive and collaborative team environment.
• Work-life balance and flexible work arrangements (for hybrid/remote roles).
• 401(k).
• 401(k) matching.
• Dental insurance.
• Employee discount.
• Health insurance.
• Life insurance.
• Paid time off.
• Vision insurance.

To Apply:

Please submit your resume.

Equal Opportunity Employer:

We are an equal opportunity employer and value diversity at our firm. All qualified applicants will receive consideration without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.