TRC is partnering with a growing financial services organization seeking a Tax Preparer (Staff Accountant) to join its tax and advisory team. This opportunity is ideal for a tax professional looking to expand their technical expertise while working directly with clients and collaborating with financial planning professionals. The role offers exposure to tax planning, compliance, and client advisory services in a collaborative and growth-oriented environment.
Summary
The Tax Preparer (Staff Accountant) will be responsible for preparing individual tax returns, assisting with tax planning and compliance activities, responding to tax notices, and supporting clients with tax-related questions. This position will work closely with clients, advisors, and senior tax professionals to deliver high-quality tax services while ensuring compliance with federal, state, and local tax regulations.
Responsibilities
- Prepare and review individual income tax returns with a high degree of accuracy
- Analyze client financial information and determine applicable federal, state, and local filing requirements
- Assist with tax planning, projections, and compliance activities
- Research tax issues and support the resolution of client tax-related questions and concerns
- Review and respond to IRS, state, and local tax agency notices
- Participate in client meetings and tax strategy discussions alongside financial advisors and senior tax professionals
- Maintain accurate tax records and supporting documentation
- Stay current on changes to tax laws and regulations impacting clients
- Deliver exceptional client service while managing multiple engagements and deadlines
- Collaborate with internal teams to support comprehensive financial planning and tax strategies
- Perform additional tax and accounting-related duties as assigned
Requirements
- Bachelor's degree in Accounting, Finance, or a related field preferred
- Active CPA license required
- Minimum of 2 years of individual tax preparation experience
- Strong understanding of income tax compliance and tax preparation principles
- Experience with tax planning and tax research preferred
- Multi-state tax preparation and filing experience preferred
- Experience with Form 1041 Trust & Estate Returns and Form 709 Gift Tax Returns preferred
- Strong Microsoft Excel and general software proficiency
- Experience with Lacerte or similar tax preparation software preferred
- Excellent written and verbal communication skills
- Strong attention to detail and organizational abilities
- Demonstrated client service and relationship-building skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.
