Overview
This role involves preparing tax returns for high-income physician households, including both business and personal returns, within a team-based environment. The position demands accuracy, speed, and strong organizational skills to manage a high volume of complex client files under tight deadlines. It offers a clear career path toward senior and managerial tax roles through hands-on experience and performance.
Responsibilities
- Prepare accurate and timely individual and business tax returns within assigned pods.
- Manage your own queue, deadlines, and client communications.
- Support tax planning activities such as S-corp optimization, depreciation and real estate strategy, multi-state nexus, and practice ownership under the guidance of senior staff.
- Maintain high standards of quality to ensure smooth review processes.
- Demonstrate consistent execution and ownership of work to progress toward senior and managerial positions.
Requirements
- CPA or Enrolled Agent (EA) certification, or actively pursuing with a firm timeline for completion.
- Master's degree in accounting or tax preferred.
- 0 to 2 years of tax preparation experience, ideally including both individual and business returns.
- Strong attention to detail, organizational skills, and ability to work quickly and accurately under volume.
- Motivated to learn tax planning and advance into senior and managerial roles through demonstrated performance.
Preferred Qualifications
- Experience working with high-net-worth or complex tax situations.
- Ability to manage multiple priorities and deadlines effectively.
Compensation & Benefits
Details about compensation and benefits are not provided in this description.
Location
Location details are not specified in this description.