- Prepare and review complex business and individual tax returns
- Set up and conduct year-end tax planning projections
- Provide proactive strategies to minimize tax liabilities and optimize clients’ financial outcomes
- Maintain consistent client communication and address tax-related questions and needs
- Research complex tax situations and develop innovative client solutions
- Identify opportunities for additional value-added tax advisory services
- Deliver clean, polished, and accurate work while identifying deductions, credits, and tax-saving opportunities
- Review and manage staff-prepared tax returns and keep engagements on schedule
- Train and mentor staff and provide tax-related guidance
- Sign less-complex tax returns as appropriate
- Prepare and manage responses to tax notices and correspondence
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field
- CPA required
- Minimum of 6–8+ years of tax preparation experience, preferably in a public accounting firm
- Experience with tax seasons at other public accounting firms highly desirable
- Excellent written and verbal communication skills
- Familiarity with Microsoft Office Suite, Google Workspace (G Suite), and basic computer skills required
- Familiarity with CCH Axcess Tax, PDFlyer, Podio, ShareFile, and QuickBooks/Xero is a plus
- Strong experience with U.S. business and individual taxation, particularly business tax matters
- Experience preparing and reviewing complex business and individual tax returns
- Knowledge of proactive tax planning and tax strategy
- Ability to research complex tax matters and translate findings into practical, value-added client solutions
- Experience reviewing staff-prepared returns, mentoring team members, and providing technical tax guidance
- Strong client-facing and relationship-management skills
- High attention to detail and commitment to accurate, polished work
- Ability to manage multiple tax engagements, priorities, and deadlines
- Only resumes submitted in English will be considered
Core Competencies
Demonstrates expertise in preparing and reviewing complex business and individual tax returns, with a strong focus on proactive tax planning and strategy. Proven ability to mentor staff, manage multiple engagements, and maintain high standards of accuracy and client communication.
Highest-signal resume keywords
- CPA
- Tax Preparation Experience
- Proactive Tax Planning
- Client Relationship Management
- Staff Mentoring
ATS Optimization Keywords
Hard Skills
- Complex Tax Returns
- U.S. Business Taxation
- Individual Taxation
- Tax Strategy
- Tax Research
Soft Skills
- Excellent Communication Skills
- Attention to Detail
- Relationship Management
Certifications & Qualifications
- Bachelor’s Degree in Accounting
- CPA
Industry Keywords
- Tax Planning
- Tax Advisory Services
- Public Accounting
- Tax Engagements
- Tax Notices
Tools & Technologies
- CCH Axcess Tax
- QuickBooks
- Xero
- Microsoft Office Suite
- Google Workspace