Role Description
We are seeking an experienced Tax Accountant II with advanced tax knowledge who is ready to move beyond the traditional public accounting model. This is a client-facing role for a professional who thrives on working directly with entrepreneurs and business owners to help them keep more of what they earn.
Building on the foundation of Tax Accountant I, you’ll take on more complex client situations and deliver advanced tax strategies with greater independence. You’ll serve as a trusted advisor, identifying savings opportunities and creating customized strategies tailored to each client’s financial and business landscape.
What You’ll Do:
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Complex Tax Planning:
Evaluate more complex client situations and develop advanced, tailored tax strategies.
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Proactive Strategy Development:
Analyze business structures, income streams, and financial goals to design forward-looking strategies that deliver measurable results.
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Client Education:
Translate tax concepts into clear guidance so clients understand their options and feel confident in their decisions.
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Tax Filings:
Prepare, review, and finalize client tax filings.
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Ongoing Client Support:
Maintain long-term client relationships, adapting complex strategies as tax laws change and client businesses grow.
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Collaboration & Webinars:
Partner with product, sales, and fulfillment teams for a seamless client experience, and participate in Company webinars.
Qualifications
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Bachelor’s degree in Accounting, Finance, or a related field.
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CPA or EA credential is a plus.
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4+ years of tax accounting experience, including 2+ years in tax planning, tax strategy, or tax advisory services.
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Proven ability to interpret and apply tax law and translate complex concepts in a client-facing environment.
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Experience with professional tax software (e.g., CCH Axcess or ProSystem fx Tax) and strong computer skills preferred.
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Experience working directly with entrepreneurs and small business owners preferred.
Requirements
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You are a confident, strategic advisor with advanced tax knowledge and a client-first, entrepreneurial mindset.
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You deliver consistent, high-quality advisory support year-round.
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You make sure every recommendation complies with current tax law while maximizing client benefit.
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You stay current on tax law and proactively refine your strategies.
Benefits
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Competitive Compensation + performance based bonuses
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Comprehensive Health Coverage - Medical, dental, and vision
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Paid Time Off - PTO, sick days, and paid holidays
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401k with Company match (we match up to 4%)
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Parental Leave - Paid leave for new parents
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Impact-Driven Culture - Small team, big mission
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Gym Pass - Company sponsored access to local gyms
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Free soda and snacks
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Discounts on Cellular/Wireless bills
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Robust Employee Resource Program with tele-health and more