The Seasonal Tax Preparer supports the tax team during peak filing periods by preparing accurate and timely tax returns for individuals and businesses. This role is ideal for a detail-oriented professional who thrives in a fast-paced environment and is comfortable managing multiple deadlines. Key responsibilities include:

• Prepare individual, business, and other types of tax returns, including federal, state, and local filings for multiple types of clients.

• Organize and review client-provided tax documents for completeness and accuracy

• Input and reconcile financial data into tax preparation software

• Maintain fixed asset registers

• Prepare property tax returns

• Maintain organized and accurate documentation of tax information, including client records, correspondence, and work papers. Ensure compliance with record keeping requirements and firm policies.

Key Requirements:

• Associate’s or Bachelor’s degree in accounting or related field

• 2-5+ years of tax preparation experience

• Availability to work from January through April for each tax season

• Experience with income tax preparation

• Proficiency in tax preparation software, such as CCH Axcess

The Staff Accountant supports the firm’s client service team by executing core day-to-day accounting operations and supporting the broader financial reporting process, including:

• Download and record all bank and credit card transactions

• Manage the accounts payable process, including weekly data entry, payment processing, and cash requirements reporting

• Record and apply customer deposits and payments

• Perform account reconciliations and maintain supporting schedules and workpapers

• Assist with month-end and year-end close processes

Key Requirements:

• Bachelor’s or Master’s degree in accounting or related field

• 1–3 years of accounting experience

• Strong understanding of accounting principles and financial reporting

• Proficiency in accounting software (e.g., QuickBooks, Xero) and Microsoft Excel

The Senior Accountant plays a key role in ensuring accurate financial reporting and effective review of accounting operations. Acting as a bridge between staff and management, this position’s responsibilities include:

• Reviews transactional work, month-end reconciliations, journal entries and general ledger activity

• Prepare and review financial statements and supporting schedules

• Analyze financial data and provide insights to clients

• Assist with budgeting, forecasting, and cash flow analysis

• Support tax preparation and coordinate with tax teams as needed

• Mentor and review work of staff accountants

Key Requirements:

• Bachelor’s or Master’s degree in Accounting or related field

• 3–6+ years of accounting experience

• Strong knowledge of GAAP and financial reporting

• Proficiency in accounting software (e.g., QuickBooks, Xero) and advanced Excel skills

• CPA license or active pursuit strongly preferred

The Senior Tax Accountant is responsible for preparing and reviewing tax returns, supporting tax planning initiatives, and delivering high-quality service to clients. Key responsibilities include:

• Prepare and review federal and state tax returns for individuals, partnerships, and corporations

• Ensure accuracy, compliance, and timely filing of all tax engagements

• Assist with tax planning and identify opportunities for tax savings

• Research tax laws and regulations and apply findings to client situations

• Assist with responses to tax notices and audits as needed

• Maintain organized and complete tax workpapers and documentation

Key Requirements:

• Bachelor’s degree in Accounting or related field (Master’s in Tax preferred)

• 3–6+ years of tax experience (public accounting preferred)

• Strong knowledge of federal and state tax regulations

• Experience with tax preparation software and research tools

• CPA license or active pursuit strongly preferred

The Manager of both Client Services & Tax Services plays a critical leadership role within the firm, overseeing client engagements, managing team members, and ensuring the delivery of high-quality accounting, tax and advisory services. This role requires a balance of technical expertise, client relationship management, and team leadership, and responsibilities include:

Tax Services

• Manage tax compliance and planning for individuals, partnerships, and corporations

• Prepare and Review tax returns and ensure accuracy and timeliness

• Provide proactive tax planning and advisory services to clients

• Research and interpret tax laws and regulations

• Manage tax deadlines, extensions, and client communications

Client Services

• Review and manage month-end and year-end close processes across multiple clients

• Deliver financial reporting, KPIs, and actionable insights to clients

• Assist clients with budgeting, forecasting, and cash flow management

• Advise clients on accounting best practices and operational efficiencies

• Manage a portfolio of clients and serve as a primary point of contact, building strong client relationships

Key Requirements:

• Bachelor’s or Master’s degree in Accounting or related field

• 6–10+ years of relevant experience (public accounting strongly preferred for Tax Manager)

• CPA license strongly preferred

The Senior Manager is a senior leadership role responsible for overseeing complex client engagements, developing team members, and driving strategic growth within the firm. This position requires deep technical expertise, strong leadership skills, and the ability to deliver high-level advisory services. Senior Managers serve as trusted advisors to key clients and play an integral role in shaping firm operations, client experience, and long-term success. Key responsibilities (depending on Team) include:

Tax Services:

• Oversee complex tax compliance and planning for individuals and business entities

• Review and sign off on tax returns

• Provide strategic tax planning and structuring advice to clients

• Lead resolution of complex tax issues, including audits and notices

• Serve as a technical expert and resource across the firm

• Drive tax strategy, process improvements, and best practices

Client Services:

• Oversee outsourced accounting and advisory services for multiple clients

• Provide high-level financial insights, KPIs, and strategic guidance to business owners

• Lead budgeting, forecasting, and cash flow strategy discussions

• Drive engagement profitability, budgeting, and resource allocation

• Support clients through growth milestones, transactions, and decision-making

• Act as a “CFO-level” advisor for select clients

Key Requirements:

• Bachelor’s or Master’s degree in Accounting or related field

• 8–12+ years of relevant experience

• CPA license preferred

• Deep technical expertise in accounting/advisory or tax, depending on role

• Proven leadership experience managing teams and client relationships