Tax Accountant for Boutique Tax Firm

3 weeks ago


Riverside, California, United States Dowling Tax Group LLC Full time
Job Overview

The Dowling Group is a boutique private client wealth advisory firm seeking a detail-focused Tax Accountant to join our team. As a Tax Associate, you will report to a Senior Tax Professional and be responsible for interacting with clients, obtaining and reviewing tax information, preparing tax returns, and performing tax research projects.

Key Responsibilities

  • Prepare individual, business, trust/estate, and gift tax returns and workpapers
  • Provide written and verbal guidance to high net worth individuals on tax compliance and planning
  • Research tax issues and assist with tax audits by corresponding with IRS and/or state tax authorities on behalf of clients
  • Maintain accounting/payroll for client businesses to be used in preparing income tax returns, including preparation of financial statements and related adjusting journal entries

Requirements

  • Bachelor's degree in Accounting. Master's in Tax and/or pursuing CPA License a plus
  • 0-2 years public accounting tax experience
  • Proficiency with Tax Preparation software and Microsoft Excel/Word. Experience with QuickBooks and/or CCH Axcess a plus
  • Ability to prioritize tasks and manage time efficiently while paying attention to details
  • Excellent interpersonal, oral and written communication skills
  • Strong analytical and problem-solving skills
  • Desire to learn and be part of a small team of tax professionals

About Us

The Dowling Group is a fully digital tax practice located in Greenwich, CT. We specialize in creative tax strategies combined with sophisticated financial planning and investment management. We are a highly efficient firm that continues to refine our technology to make us a leader in the industry.



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