About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Responsibilities

• Prepare individual, partnership, trust, gift, and other entity tax returns—work ranges from simple to complex depending on experience.
• Assist with or lead tax planning initiatives, including quarterly projections and estimated tax calculations.
• Conduct tax research and prepare clear responses to client questions and notices.
• Collect and clarify client information; maintain client-focused communication throughout engagements.
• Support tax-related projects and department initiatives, collaborating with Financial Advisors and other team members to identify planning opportunities.
• Stay current on tax code updates, regulations, and industry developments to ensure accurate, compliant filings.
• Depending on experience, review returns prepared by others and mentor junior staff to raise team quality and efficiency.
• Use tax preparation, planning, and research software to produce accurate deliverables and streamline workflows.

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Qualifications

• Associate, Bachelor’s, or advanced degree in Accounting, Taxation, or a related field.
• Tax experience — open to entry-level through experienced tax professionals.
• Enrolled Agent (EA) designation preferred, or willingness and ability to obtain it as applicable.
• CPA credential strongly preferred.
• Strong interpersonal and written communication skills; client service orientation.
• Technical aptitude with tax software, research tools, and comfortable learning new systems.
• Attention to detail, ability to meet deadlines (especially during busy season), and ability to work both independently and in teams.

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Compensation (estimated)

• Estimated pay: $64,792 per year (as listed by the original posting). Actual compensation may vary based on experience and qualifications.

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Why Join (Recruiter summary)

• Work alongside experienced CPAs and Enrolled Agents and gain exposure to a broad mix of tax engagements.
• Opportunities for professional development, mentorship, and progression within the tax department.
• Collaborative team environment with client-facing responsibilities and a variety of technical work in tax preparation and planning.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.