Position Overview
We are a small, local, relationship-focused CPA firm seeking an experienced tax professional who enjoys hands-on tax work, problem-solving, and direct client interaction. This role is ideal for someone who prefers preparing and reviewing returns, resolving tax issues, and advising clients rather than managing large teams.
Responsibilities
- Prepare and review individual tax returns (1040s)
- Handle a wide range of advanced individual tax matters including, but not limited to:
- - Equity compensation (e.g. - stock options, restricted stock, etc.)
- - Digital Currency (e.g. - cryptocurrency)
- - Schedule C businesses
- - Schedule E rentals (short-term and long-term)
- - Multi-state filings
- - Publicly traded partnership (PTP) K-1s
- Prepare tax projections and planning analyses
- Resolve IRS and state tax notices
- Assist clients with prior-year unfiled returns