What are the responsibilities and job description for the Tax Staff Accountant position at Quantum Accounting & Tax PLLC?
About Quantum
At Quantum, we do things differently. We're not your typical tax firm. Our serene office setting, stocked refreshment bar, onsite gym and pool, and frequent staff lunches set the tone — but it’s our culture that truly sets us apart.
We value professionalism, mutual respect, and work-life balance. Our team is collaborative, drama-free, and genuinely supportive. We don’t micromanage — we empower. You’ll be treated like the capable professional you are, with the autonomy and flexibility to do your best work.
We’re committed to building a workplace where people enjoy coming in each day and where clients feel the difference in the service we provide. If you’re looking for a team that values integrity, positivity, and people, Quantum might be your perfect fit.
About the Role
We’re hiring a Tax Staff Accountant to lead and support our growing bookkeeping team. This role is ideal for an experienced tax professional with a passion for mentorship, process improvement, and leadership.
Our tax team is stretched thin — and we’re looking for someone to bridge the gap. You’ll help strengthen our bookkeeping department, improve workflows, and provide high-level support to both staff and clients.
This is not a remote position. You'll work onsite with a dynamic, engaged team — and help make our already-great office even better.
Key Responsibilities
Lead, train, and mentor the bookkeeping team, serving as the go-to expert on processes and complex questions.
Review bookkeeping work for accuracy, completeness, and tax-readiness.
Develop and maintain SOPs and training materials for internal use.
Provide elevated support to bookkeeping clients through direct communication and strategic insights.
Collaborate with the tax team and assist with overflow during peak seasons (e.g., tax prep, client follow-ups).
Identify opportunities for operational improvements and increased client satisfaction.
What We’re Looking For
5 years of tax preparation experience in public accounting.
5 years of hands-on bookkeeping experience.
Proficiency in QuickBooks Online/Desktop and related accounting tools.
Prior leadership or team management experience (3 years preferred).
Strong interpersonal and communication skills — able to coach, train, and build trust with both clients and staff.
Experience in CFO-level oversight or analytical review is a strong plus.
Ability to thrive in a fast-paced, high-volume environment.
A passion for mentoring and elevating team performance.
What Success Looks Like
Bookkeepers work independently, confidently, and consistently.
Client satisfaction and year-round engagement improves.
The tax team experiences fewer escalations and bottlenecks.
Internal workflows are more streamlined and efficient.
Our team — and our clients — are happier and more supported.
Perks & Benefits
Health Insurance (50% company-paid) with HSA option (75% company-paid)
Dental & Vision Insurance (75% company-paid)
Short- & Long-Term Disability and Life Insurance (100% company-paid)
401(k) with 3% match 2% profit sharing (after 1 year)
PTO:
40 hours in Year 1
80 hours in Year 2
Note: PTO for vacations is not granted during tax season (Jan–Apr); emergency/sick leave is still honored.
7 Paid Holidays, with extra paid time off for specific holidays
Performance & Holiday Bonuses
Quarterly Reviews in Year 1; Annual Reviews thereafter
Onsite perks: Fully stocked refreshment bar, gym, pool, staff lunches, and annual team events
Why Join Us?
At Quantum, you’ll do meaningful work in a supportive, positive environment that values your growth, both personally and professionally. You’ll help shape the future of a team that truly cares — about its people, its clients, and its impact.