Staff Accountant / Tax Return Preparer

Position Overview

We are seeking a detail-oriented and motivated Staff Accountant / Tax Return Preparer to join our team. This dual-role position is perfect for someone who enjoys the balance of monthly financial maintenance and the fast-paced nature of tax season. You will be responsible for maintaining accurate financial records for a diverse portfolio of clients while ensuring all tax filings are precise, compliant, and submitted on time.

Key Responsibilities

Tax Preparation & Compliance

• Prepare federal and state income tax returns for individuals (1040), S-Corps (1120-S), Partnerships (1065), and C-Corps (1120).

• Perform tax research to resolve complex filing positions and stay updated on ever-changing tax laws.

• Assist in the preparation of quarterly estimated tax payments and year-end tax planning.

• Respond to IRS and state tax notices on behalf of clients.

General Accounting & Bookkeeping

• Manage full-cycle monthly accounting for clients, including bank reconciliations and journal entries.

• Prepare financial statements (Balance Sheets, Income Statements) and provide brief analytical overviews to management.

• Process payroll, sales tax filings, and 1099/W-2 reporting.

• Collaborate with clients to clean up "messy" books and improve their internal accounting processes.

Qualifications & Skills

• Education: Bachelor’s degree in Accounting or Finance required.

• Experience: 2 years of experience in accounting or a dual accounting/tax role preferred

• Technical Savvy: Proficiency in tax software (e.g., ATX, UltraTax, Drake, or ProConnect) and accounting software (QuickBooks Online/Desktop or Xero).

• Commitment to Accuracy: Exceptional attention to detail and a high level of precision in data entry and financial analysis.

• Communication: Ability to explain complex tax concepts to clients in "plain English."

• Credentials: CPA or Enrolled Agent (EA) license is a major plus (or actively pursuing).

Why Join Us?

• Growth Path: We value professional development and provide mentorship for those looking to earn their CPA/EA.

• Work-Life Balance: While tax season is busy, we prioritize health and offer flexible scheduling during the off-season.