Tax Staff

• Prepare and examine federal and state tax filings for individual, business, and corporate clients to ensure completeness and accuracy
• Advise clients on tax-saving opportunities and planning considerations that align with current regulations and long-term financial goals
• Communicate directly with clients to collect financial information, clarify tax matters, and provide responsive, thorough support throughout the engagement process
• Research complex tax questions and summarize practical recommendations for firm leadership and clients
• Review work prepared by less experienced staff members and provide guidance that supports quality standards and technical development
• Strengthen departmental efficiency by identifying ways to refine tax workflows, improve documentation, and reduce errors
• Monitor changes in federal and state tax rules and apply updated guidance to client engagements and compliance activities

• Bachelor’s degree in Accounting, Finance, or a related discipline
• At least 3+ years of experience handling individual and corporate tax preparation within a public accounting or similar environment
• CPA designation preferred
• Solid understanding of federal and state tax regulations, compliance standards, and filing requirements
• Experience using tax software and Microsoft Office applications
• Strong analytical skills with the ability to evaluate issues, interpret tax guidance, and resolve problems effectively
• Excellent written and verbal communication skills with the ability to build and maintain client relationships

CPA designation

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