Prepare and review individual and business tax returns (1040, 1120, 1065, etc.)
Provide tax planning and advice to clients to optimize tax outcomes
Stay up to date with current tax laws and regulations
Identify tax savings opportunities for clients and offer actionable recommendations
Respond to client inquiries and provide clear explanations of tax issues
Assist with tax audits and resolve any discrepancies or issues
Maintain accurate and complete tax documentation and records
Collaborate with other team members to ensure timely and accurate filings
Certified Public Accountant (CPA) designation
In-depth knowledge of federal and state tax laws
Experience in tax preparation and filing for individuals and businesses
Strong attention to detail and accuracy
Excellent communication and client service skills
Proficiency with tax software and Microsoft Office
Ability to manage multiple clients and deadlines efficiently
Strong ethical standards and commitment to confidentiality
Effective management of the CEO’s schedule.
Completion of projects on time and to a high standard.
Strong relationships with internal and external stakeholders.
High level of responsiveness and proactive problem-solving.
Consistent alignment with company values and mission-driven goals.
Medical Insurance
Dental insurance
Vision Insurance
Paid-Time Off
Paid Holidays