Demonstrates expertise in tax accounting, including preparation and review of tax returns, compliance with federal and state tax laws, and effective tax planning strategies. Proficient in utilizing tax software and digital tools to enhance efficiency and accuracy in tax operations.

Highest-signal resume keywords

Tax Return PreparationFederal And State Tax LawsTax Software ProficiencyFinancial AnalysisCPA Or EA Certification Pursuit

About the role

Key responsibilities & impact

Prepare and review proforma and finalized tax returns under the guidance of experienced tax professionals
Work with individuals, trusts, private foundations, estates, partnerships, S corporations, and C corporations
Assist in preparing amended tax returns
Support review and response to tax notices
Contribute to tax projections
Assist with tax planning by analyzing financial data and identifying opportunities to reduce tax liabilities and enhance tax efficiency
Collaborate with financial advisors and clients to gather tax information
Support quality assurance to ensure accuracy and compliance
Research tax issues relevant to client scenarios
Assist in interpreting and applying tax laws and regulations
Stay informed about tax legislation and regulatory guidance
Collect and organize tax-related documents
Assist with document intake and processing workflows
Assess client tax complexity and support Tax Operations
Maintain current tax compliance and best-practice knowledge
Develop proficiency in tax software, tools, and internal procedures
Deepen expertise in at least one taxation area annually through continuing education and self-directed learning
Monitor tax industry trends and developments
Participate in organizational improvement initiatives
Foster relationships with colleagues and stakeholders
Share knowledge and support peers
Contribute to a positive, inclusive, and engaging team culture
Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency while validating outputs for accuracy, privacy, and business alignment
Identify and escalate inaccurate information, knowledge gaps, or digital-tool issues

Requirements

What you’ll need

Bachelor's in Finance or Business; BS in Accounting preferred
Minimum of 1 year of experience in tax accounting, or a degree with a concentration in tax accounting or taxation
Foundational understanding of federal and state tax laws, regulations, and compliance requirements
Strong financial and analytical skills, including ability to interpret financial statements, asset transactions, and tax documents accurately
Excellent verbal and written communication abilities
Proficient in Microsoft Excel, including formulas and data analysis tools
Experience with professional tax software, preferably CCH Axcess or similar software
Strong desire to develop into an outstanding tax professional
Collaborative; strong team-orientation
Positive solution-focused attitude
Detail oriented and diligent
Drive for results and excellence
Proficient at using AI and digital tools
Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems
Actively pursue CPA or EA certification

Benefits

Comp & perks

Training and professional development
Medical, dental and vision coverage for full-time employees and their families
Health Savings Account (HSA) with employer contribution
Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave
Reimbursement for tuition, licensing, and other credentials after meeting service requirements
Remote work option
Career growth potential

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax AccountingTax ComplianceFinancial Statement InterpretationData AnalysisTax PlanningAmended Tax ReturnsTax ProjectionsResearch Tax IssuesDocument ProcessingQuality Assurance

Soft Skills

Communication AbilitiesTeam OrientationDetail OrientedPositive AttitudeSolution-Focused

Tools & Technologies

Microsoft ExcelCCH AxcessAI ToolsDigital Tools

Certifications & Qualifications

CPAEA

Industry Keywords

Tax LegislationTax EfficiencyTax NoticesFinancial AdvisorsClient Tax Complexity