Tax Accountant

• Prepare and file complex individual federal and state tax returns for high net worth individuals using UltraTax
• Analyze financial records, statements, and supporting documents to ensure accurate reporting
• Handle correspondence and resolution of tax disputes and audits, including communication with taxing authorities
• Advise clients on tax planning opportunities and answer general tax-related questions
• Ensure compliance with federal, state, and local tax regulations and filing deadlines
• Safeguard confidential information and maintain accurate records
• Collaborate with other team members and provide client-focused service
• Upon completion of tax season, support bookkeeping functions including: reconciliation, journal entries, accounts payable/receivable, and general ledger management

• Demonstrated experience preparing individual tax returns for high net worth individuals
• Proficient in UltraTax software
• Background dealing with tax audits or dispute resolution strongly preferred
• Experience or willingness to transition into a bookkeeping role after tax season
• Attention to detail with excellent organizational and problem-solving skills
• Strong verbal and written communication skills
• Associate’s degree or higher in Accounting, Finance, or related field (Bachelor’s preferred)
• CPA or Enrolled Agent (EA) certification is a plus but not required

CPA or Enrolled Agent (EA) certification

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