Tax Accountant

$50,000 - $75,000/Yr

Core Tax Strategies - Warrington, PA

Full-time - Entry Level

Warrington, PA

Professional, Scientific, and Technical Services

About the position

We are seeking a skilled Tax Accountant to join our team, providing a wide range of bookkeeping, accounting, and tax services to individuals and businesses. The ideal candidate will manage essential accounting tasks and tax preparation services, demonstrating strong organizational and problem-solving skills while maintaining a detailed and task-oriented approach to their work.

Responsibilities

• Manage tax engagements from start to finish.
• Prepare tax returns for individuals, corporations, and partnerships.
• Serve as a contact for clients, answering tax-related questions and providing proactive advice to minimize tax liabilities.
• Oversee client onboarding and integration into our firm's new software.
• Meet with clients for tax planning outside of tax season and prepare various planning scenarios.
• Conduct tax research and identify planning opportunities year-round.
• Review monthly and/or quarterly financial statements.
• Address bookkeeping issues and consult with clients as needed.
• Deliver high-quality tax services to entrepreneurial businesses and individual clients.
• Review complex tax returns (individual, corporate, partnership, and trust) to ensure compliance with federal, state, and local regulations.
• Develop strategic tax planning and advisory services, identifying tax-saving opportunities and optimizing financial structures.
• Prepare, organize, and analyze clients' financial records.
• Reconcile bank and credit card statements in both manual and QuickBooks formats.
• Stay up-to-date on tax laws and communicate relevant changes to clients and colleagues.

Requirements

• Bachelor's Degree in Accounting required; EA or CPA certification preferred.
• Minimum of 2 years' experience in preparing tax returns (individual, partnership, corporate, S corporation).
• Advanced in Windows, tax preparation software, QuickBooks, and Excel.
• Comprehensive understanding of individual and business taxation, including federal and state tax laws.
• Knowledge of tax planning strategies.
• Self-motivated, and capable of working independently and in a team.
• Strong adherence to professional standards and client confidentiality.

Benefits

• Flexible schedule
• Competitive salary
• Flexible work/life balance
• A supportive work environment with an expanding client base