Tax Accountant

Accountant – Tax & Small Business Accounting

An established accounting firm is seeking an Accountant to prepare individual and business tax returns and provide accounting support to small business clients. This role combines hands-on tax preparation, financial reporting, and client communication in a small, collaborative team.

The ideal candidate is detail-oriented, curious, and comfortable investigating discrepancies, asking thoughtful questions, and explaining accounting and tax information clearly to clients.

Key Responsibilities

• Prepare individual and business tax returns and related schedules, collaborating with firm leadership to resolve technical questions.
• Review client records, identify missing information, and follow up to support accurate and complete filings.
• Research tax questions and investigate discrepancies in supporting documentation.
• Provide small business accounting support, including accounts payable, accounts receivable, journal entries, and account reconciliations.
• Prepare and review financial statements and explain results to clients in clear, practical terms.
• Maintain accurate client records in QuickBooks Online and the firm’s accounting and tax systems.
• Support depreciation schedules, fixed asset records, and tax-planning activities.
• Maintain organized workpapers and manage deadlines across multiple clients.
• Identify opportunities to improve accounting procedures and workflows.
• Build strong client relationships through responsive communication and dependable service.

Qualifications

• Bachelor’s degree, preferably in accounting or a related field.
• Experience preparing individual and business tax returns.
• Strong understanding of small business accounting and financial statements.
• Proficiency in QuickBooks Online and Microsoft Excel.
• Strong analytical, organizational, and client communication skills.
• Ability to work independently and collaborate with a small team.
• CPA or Enrolled Agent designation preferred.
• Experience with Thomson Reuters accounting and tax software preferred.