Position: Tax Accountant/Enrolled Agent

Location: Columbus, Ohio

Status: Full time during Tax-Season, Part time during Off-Season; In office

Compensation: $80,000-$100,000 (based on experience)

The best and brightest always have choices in the tax and financial services arena. Working with us, a rapidly growing, private, independent financial planning firm with an in-house tax department, is an investment in your future that will reap rewards for years to come.

We are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Our firm is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!

We are excited to have an opportunity to welcome a new Tax Accountant/Enrolled Agent to our team! If you are an experienced tax professional who enjoys diving into the tax preparation and planning process, analyzing client’s financial information, and identifying important tax considerations and tax savings opportunities, we would love to hear from you! The attributes that we look for in teammates include:

• An independent yet cohesive approach to teamwork
• Ability to work autonomously within an area of responsibility, as well as collaboratively to contribute to the overall client experience
• Flexibility and openness to work on tax assignments with people across the firm
• Strong communication and interpersonal skills, quickly connecting with others to build relationships within the firm and across our client base
• Desire to be a long-term contributing member of the team
• Desire to continuously learn and master the details of the tax preparation and planning process
• High detail orientation with sensitivity to the balance between quality and quantity of work done
• Skilled tax researcher who takes pride in understanding the intricacies and complexities of each client’s situation
• Competency with defining an appropriate solution/tax strategy as well as the tactics to carry it out
• Self-starter who enjoys the energy and possibilities presented by a small office environment
• Ability to think outside of the box
• Commitment to exceeding expectations
• Careful listening skills

Get in touch with us today so that we can get to know you! At our firm, you will work with some of the most successful business owners, families, and individuals around the country.

Utilizing best-in-class resources and technology, you will roll up your sleeves and work in collaboration with our tax manager and advisors to tackle complex tax planning situations and deliver an experience to clients that is second to none.

Interested in more details? As a Tax Accountant/Enrolled Agent you can expect to:

• Deliver high quality tax planning and compliance services
• Input data, prepare, and review federal, state, and local income tax returns for individuals (medium and high net worth), trusts, and small businesses
• Work closely with financial advisors to prepare client tax projections through a thoughtful, insightful process
• Ensure coordinated tax planning services and information delivery
• Prepare internal memoranda, written correspondence and guidance, and other documents for submission to the IRS or other tax authorities
• Review tax returns for new-to-firm clients; amend returns as needed
• Proactively connect with clients to gather and clarify information

Qualifications for this role include:

• Bachelor’s degree in accounting, business, or finance required
• EA designation preferred
• 3+ years of experience in tax services required
• Experience preparing and reviewing individual and trust tax returns
• Outstanding detail orientation and communication skills
• Strong computer desktop skills are required (e.g., MS Word, MS Excel, etc.) as well as tax software (CCH ProSystem, UltraTax, etc.); experience with Quickbooks preferred
• Demonstrated job stability

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our client firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!