Tax Professional

1 week ago


Newton, United States Jobot Full time
Job Summary

We are seeking a highly skilled Tax Senior to join our team at Jobot. As a Tax Senior, you will be responsible for preparing and reviewing complex tax returns for individuals, partnerships, and corporations, ensuring compliance with federal, state, and local tax laws and regulations.

Key Responsibilities
  • Prepare and review complex tax returns for individuals, partnerships, and corporations.
  • Utilize CCH Axcess software for tax preparation, research, and project management.
  • Provide exceptional client service by managing and maintaining relationships with high net worth (HNW) clients.
  • Research and analyze tax laws, regulations, and court rulings to ensure accurate and up-to-date tax advice.
  • Collaborate with team members to develop and implement tax planning strategies for clients.
  • Assist in the development of junior staff by providing mentoring, training, and technical guidance.
  • Participate in business development initiatives, including networking events and client presentations.
  • Stay current with industry trends and changes in tax laws to provide accurate and timely advice to clients.
Requirements
  • Bachelor's degree in Accounting, Finance, or a related field. A Master's degree in Taxation or a related field is preferred.
  • Minimum of 2 years of experience in public accounting or a related field, with a focus on tax.
  • Proficiency in CCH Axcess or similar tax software is required.
  • Experience working with partnerships and high net worth (HNW) clients is strongly preferred.
  • Certified Public Accountant (CPA) or Enrolled Agent (EA) designation is preferred.
  • Excellent analytical and problem-solving skills, with a strong attention to detail.
  • Exceptional client service skills, with the ability to build and maintain strong client relationships.
  • Strong communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Ability to manage multiple projects and deadlines in a fast-paced, dynamic environment.
  • Commitment to continuous learning and professional development.
About Us

Jobot is a forward-thinking accounting firm that operates differently from the traditional public accounting industry. We are dedicated to building lasting relationships with our clients in a personalized, high-touch environment. Our team members have opportunities for career advancement by providing exposure to high-value services.

We offer a hybrid work environment, with 1-2 days a week working from home. Our benefits include up to 10% annual bonus, 20 days of PTO per year, 15 holiday days off per year, 3% 401k safe harbor match + profit sharing, 100% employer-funded dental and vision, and generous employer contributions to health insurance.

We are looking for a highly motivated professional with a passion for tax and a desire to make a difference. If you are interested in hearing more, please apply today by clicking the "Apply Now" button.



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