What You’ll Be Doing

• Prepare and review Individual (1040), Business (1120S, 1065)

• Analyze and interpret financial statements for accuracy and compliance

• Communicate with clients by phone and email to ensure exceptional, timely service

• Support junior staff, share knowledge, and contribute to a collaborative team dynamic

• Manage multiple client engagements and deadlines with confidence and efficiency

What We’re Looking For

• Bachelor’s degree in Accounting or related field (required)

• 4+ years of recent experience in tax preparation and review

• Strong knowledge of federal and state tax regulations

• Tech-savvy and comfortable using cloud-based systems

• Proficient with:

  • Drake Tax (preferred)

  • QuickBooks Online and Desktop

  • Adobe Acrobat and Microsoft Office Suite

• Experience with 1041 returns is a plus

• Highly detail-oriented and organized

• Strong written and verbal communication skills

• Able to manage workload independently with minimal oversight

Why Join Us?

• Supportive and engaged leadership team

• Opportunities for career advancement and professional development

• Competitive salary and comprehensive benefits package

• A modern office space and flexible work environment

• A team that truly values work-life balance and mutual respect