Archived listing. The details below describe a past opening.
My client is looking for a detail-oriented tax specialist to join their public accounting team, supporting a portfolio that includes real estate entities, pass-through businesses, and high-net-worth individuals. This position emphasizes technical review, tax planning, and client-facing advisory work rather than high-volume preparation tasks. The role offers close collaboration with firm leadership and a strong opportunity to expand into greater client ownership and long-term career progression.
Responsibilities:
- Review federal and multistate tax filings for individuals, partnerships, and S corporations, identifying issues and resolving them before final partner approval.
- Analyze real estate and pass-through tax matters, including allocation calculations, basis maintenance, and depreciation treatment.
- Contribute to planning strategies and advisory recommendations for property investors and high-net-worth clients.
- Partner directly with firm leadership to support complex engagements and strengthen overall client service delivery.
- Build trusted relationships with clients by responding to questions, clarifying tax matters, and providing thoughtful guidance.
- Evaluate tax workpapers and supporting documentation to improve accuracy, completeness, and compliance across engagements.
- Assist with more advanced tax matters involving multistate reporting and specialized real estate considerations when needed.
- 3 to 6 years of tax experience within a public accounting environment.
- Hands-on experience with partnership, S corporation, and individual income tax matters.
- Knowledge of real estate taxation, including pass-through structures and related compliance considerations.
- Familiarity with tax preparation and review tools, with CCH Axcess experience preferred.
- CPA designation or active progress toward certification is preferred.
- Strong verbal and written communication skills with the ability to interact effectively with clients and internal leadership.
- Demonstrated interest in growth, receptiveness to feedback, and willingness to take on increasing responsibility.
Reach out to Nathan Rusli via LinkedIn if interested in this Tax Staff position.