Tax Consultant II - On-Site

Tax Consultant II

Servello CPA is seeking an experienced Tax Consultant to join our growing team. This position is ideal for a tax professional with 2–4 years of hands-on experience preparing individual and fiduciary tax returns who is ready to take on additional responsibility, including reviewing intern-prepared returns and assisting with individual tax projections.

The Tax Consultant will work closely with our CPA and tax team while managing multiple client engagements and contributing to the development of our intern team members.

Responsibilities

·        Prepare complex federal and state income tax returns (Form 1040, 1041, 709)

·        Review Form 1040 and Form 1041 returns prepared by tax interns for accuracy and completeness.

·        Provide feedback and guidance to interns regarding return preparation and workpaper quality.

·        Prepare individual tax projections and quarterly estimated tax calculations.

·        Review and organize client tax documents and identify missing or incomplete information.

·        Prepare supporting workpapers and schedules.

·        Research tax issues related to individual, estate, and trust taxation as needed.

·        Communicate with clients and team members regarding tax information and outstanding items.

·        Manage multiple client engagements and deadlines throughout the year.

·        Maintain accurate and organized client files and documentation.

·        Participate in continuing education and professional development.

·        Assist with firm projects and process improvements during the off-season.

Qualifications

·        Bachelor's degree in Accounting or a related field.

·        2–4 years of professional experience preparing Form 1040 and Form 1041 tax returns.

·        Strong analytical, critical-thinking, and problem-solving skills.

·        Ability to self-review work before submitting it for additional review.

·        Ability to manage multiple assignments and deadlines independently.

·        Strong written and verbal communication skills.

·        Ability to provide constructive guidance to interns and less-experienced team members.

·        Experience with professional tax preparation software preferred.

·        CPA license or progress toward CPA eligibility is a plus.

Benefits

·        Competitive salary

·        Medical & dental insurance

·        Short-term and long-term disability insurance

·        Life insurance

·        401(k) plan with match

·        Tuition reimbursement

·        CPE and licensure reimbursement

·        20 PTO days

·        40 hours of paid sick time

·        6 paid holidays

Why You'll Love Working Here

·        Work directly with experienced CPAs in a collaborative, team-oriented environment.

·        Gain exposure to a diverse client base of individuals and small businesses.

·        Receive personalized mentoring and career development.

·        Build technical and client service skills from day one.

·        Enjoy the benefits of a small firm culture where your contributions are recognized and your professional growth matters

If you're looking to build a rewarding career in public accounting with a firm that values learning, teamwork, and exceptional client service, we encourage you to apply and grow with Servello CPA.