As a Senior Tax Accountant at Campbell & Company Wealth Advisors and CPAs, you will play a crucial role in managing and overseeing the tax planning and compliance for our clients.
You will be responsible for handling complex tax issues, ensuring compliance with tax laws and regulations, and providing expert advice to optimize our clients' tax positions.
We are a financial planning and accounting firm dedicated to providing exceptional service to our clients.
Our team is composed of experienced professionals who are committed to helping our clients achieve their financial goals.
We offer a comprehensive benefits package including a 401k plan, life insurance, long-term and short-term disability insurance, paid holidays, paid time off, and health insurance reimbursement.
Responsibilities:
Prepare and review complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts
Analyze financial statements and other documents to determine tax liabilities
Conduct research on complex tax issues and provide recommendations for optimization
Collaborate with clients to gather necessary information and documentation for tax filings
Develop strong relationships with clients, providing exceptional customer service and serving as their trusted advisor on all tax matters
Stay up-to-date with changes in tax laws and regulations to ensure compliance
Assist with audits and respond to inquiries from tax authorities.
Qualifications:
Bachelor's degree in Accounting or Finance (Master's degree preferred)
CPA certification or EA preferred
Minimum of 5 years of experience as a Tax Accountant, with a focus on corporate taxation
Strong knowledge of federal, state, and local tax laws and regulations
Experience with tax preparation software (Ultra Tax)
Experience with QuickBooks
Excellent analytical and problem-solving skills
Ability to work independently and manage multiple deadlines
Attention to detail and accuracy are essential
About Campbell & Company Wealth Advisors and CPA’s:
We are a Wealth Management & CPA Firm, celebrating 3 decades in business.
Our dynamic team is focused on helping our clients achieve their goals through prior planning and excellent service.