Sr. Tax Accountant

• Prepare and review a range of federal tax returns, including individual, fiduciary, partnership, and corporate filings, while maintaining accuracy and meeting established deadlines.
• Manage accounting and tax support for small business clients, with particular attention to entities operating in real estate and healthcare-related environments such as small medical practices.
• Handle client work for high-net-worth individuals by applying sound knowledge of personal and business tax matters across complex financial situations.
• Use QuickBooks Online and QuickBooks Desktop to maintain records, support client accounting needs, and assist with tax-ready financial information.
• Coordinate multiple assignments at once, prioritize deliverables effectively, and maintain organized workpapers throughout the engagement lifecycle.
• Collaborate with team members when needed while also taking ownership of assignments independently and resolving issues with strong sound judgment.
• Adapt to firm technology and digital workflows, learning new tools and processes that improve efficiency and client service.
• Contribute reliable, timely support during seasonal workload changes, including increased hours during the February through April peak tax period.

• 7+ years of tax and accounting experience, including at least several years preparing returns such as 1040, 1041, 1065, and 1120-series filings.
• Demonstrated background serving high-net-worth individuals, real estate clients, and small businesses
• experience with small medical practice clients is strongly preferred.
• Proficiency with QuickBooks Online and QuickBooks Desktop in a client service or public accounting environment.
• Strong working knowledge of both individual and business tax rules, with the ability to apply tax concepts accurately across varied engagements.
• Ability to work effectively in a fully remote setting, balancing independent execution with team collaboration.
• Excellent organizational skills, close attention to detail, and proven time-management ability across competing deadlines.
• Confidence using accounting technology and learning new systems
• experience with CCH Axcess is helpful but not required.
• Dependable, self-motivated, and skilled at problem-solving in a fast-paced contract role.

experience with CCH Axcess

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan