FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in income tax filing and planning, with a strong focus on developing tax strategies that align with clients' financial goals. Proficient in preparing financial statements and analyzing variances, while ensuring compliance with tax regulations.
Highest-signal resume keywords
Income Tax FilingTax PlanningFinancial Statement PreparationCPA or EA CertificationAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax Strategy DevelopmentFinancial ReportingVariance AnalysisTax-Related ProjectsPublic Accounting
Soft Skills
Problem-SolvingOrganizational SkillsClear CommunicationCollaborationAdaptability
Tools & Technologies
CCH AxcessSchwabFidelityOrionSalesforce
Certifications & Qualifications
CPAEACFP
Industry Keywords
Public AccountingTax FilingFinancial PlanningE-VerifyForm I-9
About the role
Key responsibilities & impact- Build and review client tax plans and projections
- Assist the Tax Manager with income tax filing for 300+ individuals
- Develop experience and proficiency in income tax filing matters
- Work with advisors to develop tax strategies supporting clients’ financial goals
- Ensure invoices agree with client billing arrangements and records
- Prepare and review financial statements and reporting packages, including P&L, balance sheet, and cash flow
- Investigate financial statement variances and trends
Requirements
What you’ll need- 1-5 years of experience in public accounting, tax filing, tax planning, or financial planning
- Experience with tax-related projects and individual tax issues
- Computer-savvy and able to learn new software applications with relative ease
- Attention to detail
- Organized and able to ensure nothing falls through the cracks
- Problem-solving ability and willingness to take on new challenges
- Ability to explain complex information clearly
- Ability to think on your feet and learn new things
- Comfortable collaborating with diversified distributed teams and roles in a remote environment
- CPA or EA (Required)
- CFP (Optional)
- Bonus skills: CCH Axcess or other professional tax software
- Bonus skills: Schwab, Fidelity, or equivalent brokerage platform
- Bonus skills: Orion or other portfolio management platform
- Bonus skills: Salesforce or equivalent client resource manager
- Participation in E-Verify and completion of Form I-9 work authorization verification
Benefits
Comp & perks- Hybrid/Remote/Work from home
- Comprehensive benefits package
- 401k with match
- Generous time off
- Paid Parental Leave
- Support for community volunteering
- Discretionary quarterly profit pool distribution after one year of employment
- 401(k)
- 401(k) matching
- Employee discount
- Paid time off
- Parental leave