Tax Accountant

• Collect, review, and analyze financial documents to prepare accurate tax returns for individuals and businesses
• Ensure compliance with federal, state, and local tax regulations during the preparation and filing process
• Identify and apply eligible tax credits and deductions to optimize client tax outcomes
• Examine financial records, including income statements and expense documentation, to determine required forms and procedures
• Provide strategic advice to clients on tax planning and liability management
• Address client and tax authority inquiries, assisting with audits and requests for additional information
• Maintain secure and organized records for all clients in compliance with legal and firm standards
• Keep up-to-date with changes in tax laws and industry practices to ensure accuracy and compliance
• Meet all filing deadlines and communicate progress updates to clients and team members

• Associate's or Bachelor's degree in Accounting, Finance, or a related field is preferred
• Proven experience in preparing tax returns for individuals and businesses
• Proficiency in tax preparation software, such as Lacerte, and the Microsoft Office Suite
• Exceptional attention to detail, organizational skills, and communication abilities
• Ability to manage sensitive and confidential information with professionalism
• Certification as a Tax Preparer or Enrolled Agent is a plus
• Familiarity with individual tax returns and tax compliance processes
• Strong analytical skills to identify tax-saving opportunities and ensure accuracy

Certification as a Tax Preparer or Enrolled Agent is a plus

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan