Individual Tax Returns jobs near me - 59 jobs

Staff Accountant - Columbus, OH Who: A motivated early-career accounting professional eager to develop strong tax expertise. What: Support tax preparation and client engagements while building skills to take on more complex assignments and leadership on smaller projects. When: Full-time role with opportunities for progressive responsibility as experience grows. Where: Dayton, OH. Why: To contribute to a collaborative team while building a solid foundation for long-term advancement in tax. Office Environment: A supportive, learning-focused culture that values accuracy, teamwork, and professional growth. Salary: Competitive compensation with benefits. Position Overview: We are seeking a Staff Accountant focused on Tax who will serve as a key foundation of the team, supporting a variety of client engagements and growing into more complex responsibilities over time. Key Responsibilities: ● Demonstrate understanding of accounting standards and theory. ● Prepare accurate partnership, S-corporation, and individual tax returns. ● Prepare income tax projections and estimated tax calculations. ● Maintain and organize client files according to firm standards. ● Clearly document workpapers supporting tax conclusions. ● Collaborate with engagement team members to identify and resolve client issues. ● Maintain communication with management regarding project status. ● Manage time effectively to meet budgets and deadlines. ● Participate in training and professional development opportunities. ● Support Interns as they develop skills. Qualifications: ● Bachelor's degree in Accounting required; Master's preferred. ● Advanced knowledge of GAAP and financial statements. ● Actively pursuing or preparing for CPA certification. ● Strong written and verbal communication skills. ● Excellent attention to detail, time management, and organizational ability. ● Desire to learn and take on new challenges. ● Strong commitment to teamwork. If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

Actively participate in the completion of assurance and tax procedures. Complete financial statements audits, reviews, tax returns, and other miscellaneous projects for clients in various industries. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development. Tasks: Assist in the execution of audit, review and other assurance engagements or other projects for clients. Prepare financial statements and other related documents. Perform analysis of financial and non-financial information for clients. Participate in audit and review reengineering meetings. Prepare partnership, corporate and individual tax returns. Update depreciation schedules. Prepare projections based upon financial data and income and expense projections. Conduct internet research. Profitability: Complete assignments within established budget. Achieve charge hour budget and minimum billable hours as established by Firm. Strong PC skills and ability to learn and become proficient in majority of software utilized by Assurance and Tax Departments. Complete accurate, neat, organized workpapers and other documents free of basic grammatical, spelling and calculation errors. Ability to quickly learn new techniques and processes. Ability to manage multiple tasks and responsibilities. Practice Growth: Represent firm and build relationships by participating in outside activities. Develop and demonstrate strong leadership skills. Develop strong written and verbal communication skills. Develop strong and efficient organizational skills. Client Focus: Develop and display knowledge of GAAP, GAAS, tax rules and regulations, and demonstrate good judgment. Understand the rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio. Collaborate with team members and other associates within the Firm to identify client needs and develop recommended solutions to problems. Brand Culture/Development: Exemplify Brand Attributes of the Firm. Comply with all policies and procedures of the Firm. Demonstrate ability to work in a team environment and address conflict with peers. Consistently seek feedback on performance from superiors and enhance and develop professional and technical skills. Work Experience and Education: Must be working towards a BA or BS in accounting or a related field. Must be eligible to sit for the CPA exam upon graduation. Strong proficiency in the use of technology and basic PC applications (Excel, Word). Organizational Relationships: Staff will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process. Special Requirements: Reliable transportation for on-site client work. Ability to work evenings and weekends based on time of year and client demands. GBQ participates in E-Verify.

Are you ready to join one of the fastest-growing accounting firms in the nation? At Archer Lewis, we're proud of our rapid growth and success as we seek to serve local businesses and their owners across the country. We're looking for passionate individuals to help us on our mission of freeing up our clients to focus on their passions. If you're seeking a rewarding career in a thriving firm where your expertise and contributions truly make an impact, Archer Lewis is the place for you. Who We Are: Archer Lewis is driven by the simple mission of helping local businesses and their owners spend less time on tax and accounting and more time on their passions. As one of the fastest-growing accounting firms in the country, we are delivering our exceptional client service to new clients every day. With a focus on integrity and humility, we've built a culture where our people are empowered to grow professionally and deliver value to clients across a variety of industries. As we expand our national footprint, we're dedicated to maintaining the highest standards of accounting while fostering an environment that supports teamwork, development, and career advancement. Job Summary: Join a growing small CPA firm as a key leader overseeing both attest and tax services. This role combines strategic leadership with hands-on management of client engagements, including audits, reviews, compilations, and tax compliance. You'll mentor staff, manage client relationships, and help shape the firm's future. Key Responsibilities: Lead and manage a variety of attest engagements, including audits, reviews, and compilations for small to mid-sized clients Oversee and review business and individual tax returns for accuracy, compliance, and efficiency Provide technical expertise on GAAP, GAAS, and current tax laws and regulations Mentor and develop junior staff and managers, supporting growth in both tax and assurance areas Build and maintain strong, long-term relationships with clients, serving as a trusted advisor Contribute to firm strategy, service expansion, and business development initiatives Ensure quality control standards are met across all engagements Qualifications Qualifications: Bachelor's degree in Accounting or Finance CPA preferred 10+ years accounting experience with leadership Strong business development skills Benefits & Flexibility: At Archer Lewis, we offer a comprehensive and competitive benefits package, including: Flexible Paid Time Off (FTO) Medical Insurance (Full coverage) Dental Insurance Vision Insurance 100% Employer-Paid Short-Term Disability Insurance 100% Employer-Paid Long-Term Disability Insurance Health and Wellness Resources Career Development and Continuing Education Opportunities Collaborative, Growth-Oriented Work Environment This job description is intended to describe the general nature of the work performed. Responsibilities may evolve based on business needs and the strengths and interests of the individual.

Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open. A Typical Day... As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as a Remote Tax Professional means you'll serve clients with diverse tax needs and you'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful. It would be even better if you also had... * CPA or Enrolled Agent certification * Experience completing complex tax returns * 5+ years of experience in accounting, finance, bookkeeping or tax * Experience conducting virtual tax interviews that create confidence in clients * Tax planning and audit support experience * Sales and/or marketing experience What you'll bring to the team... * Conduct tax interviews with clients and support do it yourself online tax clients through virtual tools (i.e., video conferencing, phone, chat, email) * Generate business growth, increase client retention, and offer additional products and services * Understand that teamwork is essential to our success - communicate and coordinate regularly with leaders and peers about how your remote work is impacting results * Grow your tax expertise Your Expertise * Experience completing individual tax returns * Experience working in a fast-paced environment * Access to high speed, reliable internet * Experience and skilled in technology (specifically MS Teams and Outlook) * Inspire confidence in our clients with your ability to communicate complex tax situations concisely via phone, email and chat * Experience utilizing effective customer service techniques * Analytical and problem-solving skills * Successful completion of the H&R Block Tax Knowledge Assessment2 or equivalent * High school diploma / equivalent or higher * Must complete continuing education requirement and meet all other IRS and applicable state requirements * Availability to work a minimum of 20 hours a week during peak tax season * Skill in researching information using various tax and publication tools to understand the client's need (i.e., IRS Publications/Instructions) Why work for us At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs. * Medical coverage - allows eligible associate well-being programs including mental health support and coaching * 401k Retirement Savings Plan and Employee Stock Purchase Plan * Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you! * Other perks like flexible/remote opportunities that meet your life, collaborative teams and much more! The Community You Will Join: At H&R Block we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other. H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. If you're looking to make an impact, H&R Block is the place for you. 2Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment. Sponsored Job #14425 As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as a Remote Tax Professional means you'll serve clients with diverse tax needs and you'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. TaxAct is a leading digital tax filing platform which offers customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. TaxAct is a member of the Taxwell family of products. We are an organization of forward thinkers looking to add industry experts to our growing team. This role will primarily support TaxAct as the organization helps everyday Americans file their taxes. We seek to build a team of experts in tax and technology who are customer advocates and have the mindset to reimagine the services our customers receive. POSITION SUMMARY: As a remote, seasonal Product Specialist II Full Service Support, you will play an important role in delivering a delightful experience that seeks to unlock tax advantages for our customers by leveraging your tax expertise and exceptional communication and interpersonal skills. You will assist clients during the document gathering and preparation phase of their tax returns. This seasonal position plays a key role in helping customers understand what documentation is required, how to organize it, and how to ensure completeness and accuracy prior to filing. Candidates must have prior tax preparation experience and a valid PTIN (Preparer Tax Identification Number). ESSENTIAL DUTIES & RESPONSIBILITIES: Major responsibilities of the seasonal Product Specialist II Full Service Support position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Assist customers in identifying and gathering the appropriate tax documents needed to complete their returns. Answer questions related to tax forms, income documents (W-2s, 1099s, etc.), deductions, and filing requirements. Provide clear, professional, and friendly support via phone, chat and email during the early stages of tax return preparation. Troubleshoot issues and offer guidance using internal tools, IRS resources, and standard procedures. Leverage prior tax preparation knowledge to help customers ensure they are compiling accurate and complete information. Communicate recurring questions or document-related challenges to management. Contribute to updates and improvements in the internal knowledge base and support materials. Maintain confidentiality and adhere to all compliance and data security standards. Uphold a professional image and represent TaxAct with integrity and care. May be cross-trained on other product lines in order to support other queues, as needed. Additional job duties as needed. EDUCATION & EXPERIENCE: Required Qualifications and Skills: Previous experience preparing individual tax returns (Form 1040), including federal and state returns. Valid PTIN issued by the IRS. Basic knowledge of tax laws and tax concepts. Excellent written and verbal communication skills. Strong attention to detail with the ability to multitask effectively. Critical thinking and strong problem-solving skills. Excellent time management skills and the ability to prioritize tasks in a high-volume environment. Demonstrated persistence and determination in resolving customer concerns. Helps maintain a positive, collaborative work environment. Must have (or be willing to obtain) a private, dedicated hardwired internet connection. Some experience providing support in a call center environment (work-from-home or on-site) is a plus. Ability to work extended hours during peak tax season (January-April). Preferred Qualifications: Experience with TaxAct or similar tax preparation software. Customer service experience, especially in tax, accounting, or finance. At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at ************** or by calling ************ to speak with a member of the HR Talent Acquisition team.

Industry/Sector Not Applicable Specialism IFS - Finance Management Level Senior Associate At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In private tax at PwC, you will focus on providing personalised tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Respond effectively to the diverse perspectives, needs, and feelings of others. * Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. * Use critical thinking to break down complex concepts. * Understand the broader objectives of your project or role and how your work fits into the overall strategy. * Develop a deeper understanding of the business context and how it is changing. * Use reflection to develop self awareness, enhance strengths and address development areas. * Interpret data to inform insights and recommendations. * Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Internal Tax - Independence Requirement team you are responsible for managing individual tax compliance and planning for executives, including partnership K-1 income, state tax credits, composite returns, AMT, and year-end planning. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You focus on building client relationships and developing a deeper understanding of the business context, while navigating increasingly complex situations to grow your personal brand and technical proficiency. Responsibilities - Manage individual tax compliance and planning for executives - Handle partnership K-1 income, state tax credits, and composite returns - Conduct AMT and year-end planning - Analyze intricate tax problems and provide solutions - Mentor and guide junior team members - Maintain elevated standards in deliverables - Build and nurture client relationships - Develop a thorough understanding of the business context What You Must Have - Bachelor's Degree in Accounting, Finance - 2 years of experience - Public Accountant [or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licenture], Enrolled Agent or Member of the Bar. What Sets You Apart - Master's Degree in Business Administration/Management, Finance, Accounting, Economics preferred - Understanding individual tax compliance and planning for executives - Understanding of professional service environments - Preparing and reviewing individual tax returns and tax planning - Working with team members virtually - Identifying and addressing client tax issues - Managing engagements and balancing project economics - Demonstrating experience as a project leader - Creating a positive environment by managing deadlines and workload Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $55,000 - $151,470. For residents of Washington state the salary range for this position is: $55,000 - $187,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! **The opportunity** PCS is a growing practice within the organization, and you'll see that growth reflected in your career. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. **Your key responsibilities** You will be reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into a trusted advisor role to client. You will work with specialists in our other areas including International tax, state and local tax and asset management to deliver comprehensive solutions to our clients. You will be managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel. **Skills and attributes for success** + Performing high quality review of complex tax returns + Extensive knowledge and experience handling hedge fund and Private equity K-1s + Researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables + Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service + Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge + Identifying and reacting to risks and opportunities to improve our services and processes **To qualify for the role you must have** + A bachelor's degree in Accounting, supported by significant tax or financial planning experience + CPA license or a licensed Attorney is required + Minimum of 8 years of work experience in professional services or professional tax organization + A thorough understanding of estate and wealth planning + Experience with federal and state personal and trust income tax + Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds + A thorough understanding of automated tax processing systems and laws within your area of technical professionalism **Ideally you'll also have** + A proven record in high net-worth tax planning + A proven record in a professional services environment + Experience in coaching and mentoring junior colleagues + Strong analytical skills and attention to detail + The ability to adapt your work style to work with both internal and client team members **What we look for** We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + The salary range for this job in all geographic locations in the US is $120/hr to $150/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

Jobs for Humanity is collaborating with Upwardly Global and with H&R Block to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: H&R Block Job Description Job Title: Remote Tax Professional Company: H&R Block Location: Cliffwood, NJ Salary: Education: Less Than High School Experience: None Hours: Full Time, Regular Shift: Description: 540977BR Title: Remote Tax Professional Our Company: • At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple: bigger ambitions, faster transformation, and extraordinary results. It's an exciting time to be a part of H&R Block! At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open. A Typical Day... As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as a seasonal, experienced Tax Professional that works remotely, you'll serve clients with diverse tax needs and you'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful. Job ID: 540977BR City: Cliffwood State: New Jersey It would be even better if you also had...: • + CPA or Enrolled Agent certification + Experience completing complex tax returns + 5+ years of experience in accounting, finance, bookkeeping or tax + Experience conducting virtual tax interviews that create confidence in clients + Tax planning and audit support experience + Sales and/or marketing experience Why Work for Us: At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing, and financial wellness needs. • Employee Assistance Program with Health Advocate • Wellbeing program, BetterYou, to help you build healthy habits • Neurodiversity and caregiver support available to you and your family • Various discounts on everyday items and services • Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan • Click here to check out all available benefits. The Community You Will Join: At H&R Block, we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other. H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. If you're looking to make an impact, H&R Block is the place for you. 1 - Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment. What you'll bring to the team...: • + Conduct tax interviews with clients and support do-it-yourself online tax clients through virtual tools (i.e., video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer additional products and services + Understand that teamwork is essential to our success - communicate and coordinate regularly with leaders and peers about how your remote work is impacting results + Grow your tax expertise Your Expertise: • Experience completing individual tax returns • Experience workin

Top Reasons to work with our client Purpose-driven firm dedicated to empowering growth for employees, clients, and communities. Over 70 years of trusted excellence in tax, accounting, and consulting services. Strong commitment to philanthropy through volunteering, sponsorships, and community impact. Award-recognized flexible, diverse, and inclusive workplace culture. Global reach combined with a locally grounded, people-first business approach. What you will be doing: Oversee all aspects of tax engagements including planning, preparation, and review of corporate, partnership, trust, and individual tax returns. Prepare complex tax returns and conduct advanced tax planning and research. Supervise and review work of seniors, staff, and interns. Mentor and develop team members through training, feedback, and support. Communicate project status, issues, and findings to GBQ leadership and clients. Collaborate with internal teams to identify issues and propose solutions. Review engagement profitability and assist with monthly billing. Lead client meetings, executive presentations, and financial summaries. Monitor engagement budgets and timelines to ensure work stays within defined parameters. Achieve personal charge hour targets and ensure staff meet expectations. Prioritize and manage multiple engagements simultaneously. Contribute to approved non-client initiatives and process improvements. Utilize firm software tools efficiently and consistently. Represent the firm at networking events, fundraisers, and professional gatherings. Demonstrate leadership while executing client and firm projects. Identify new engagement opportunities and assist leadership in business development. Participate in public speaking engagements and presentations. Apply strong analytical skills and tax software knowledge. Identify client risks and provide recommendations to clients and firm leaders. Collaborate with team members and client personnel for smooth information flow. Present financial improvement opportunities and tax insights. Perform complex technical research to support client and firm decision-making. Uphold the firm's brand attributes and foster a positive team culture. Support enforcement of firm policies and procedures. Demonstrate independence, teamwork, and effective conflict resolution. Seek performance feedback and pursue professional development. Provide candid performance evaluations and identify mentoring opportunities. Experience you will need: BA or BS in Accounting or related field. CPA required. Strong proficiency in federal, state, and local tax issues. Experienced with tax research tools and federal tax code. 5-7 years of public accounting tax experience. Experience supervising and developing staff. Reliable transportation for occasional client visits. Ability to work evenings/weekends during peak seasons.

About the Opportunity EFPR Group is seeking Staff Accountants, with 1-3 years of experience in public accounting to join its Tax and Business Services Team. Work on multiple client engagements, preparing and reviewing complex business and individual tax returns while providing innovative tax planning and compliance services. Build effective client relationships and identify tax issues, research solutions, and deliver timely, high-quality service. Participate in staff development, including training and mentoring interns, while continuously learning new tax skills across a diverse client base. *Flexible Schedule and Remote opportunities available Requirements Qualifications: Bachelor's Degree in Accounting, with progress towards or completion of CPA licensure; a Master's Degree is a plus. Effective leadership and interpersonal skills, with strong organizational and analytical capabilities. Proficient in tax research and accounting software, including ProSystems Engagement, Creative Solutions, QuickBooks, Sage Accounting, Excel, and Word. Exceptional customer service and communication skills, with the ability to manage multiple priorities in a fast-paced environment. Attention to detail and professionalism, ensuring extreme confidentiality and effective handling of elevated situations. Work Location The position is based in Rochester, NY. Consideration will be given to qualified employees if they wish to work remotely. Benefits & Perks The Firm offers a competitive compensation and benefits package, as well as excellent opportunities for career development and advancement. For a list of employee benefits, please visit our website, here. Confidentiality Commitment *All inquiries and resume submissions are handled with the utmost confidentiality and discretion.* EFPR Group LLP is an Equal Opportunity Employer. No phone calls please.

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! **The opportunity** PCS is a growing practice within the organization, and you'll see that growth reflected in your career. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. **Your key responsibilities** You will be reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into a trusted advisor role to client. You will work with specialists in our other areas including International tax, state and local tax and asset management to deliver comprehensive solutions to our clients. You will be managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel. **Skills and attributes for success** + Performing high quality review of complex tax returns + Extensive knowledge and experience handling hedge fund and Private equity K-1s + Researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables + Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service + Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge + Identifying and reacting to risks and opportunities to improve our services and processes **To qualify for the role you must have** + A bachelor's degree in Accounting, supported by significant tax or financial planning experience + CPA license or a licensed Attorney is required + Minimum of 8 years of work experience in professional services or professional tax organization + A thorough understanding of estate and wealth planning + Experience with federal and state personal and trust income tax + Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds + A thorough understanding of automated tax processing systems and laws within your area of technical professionalism **Ideally you'll also have** + A proven record in high net-worth tax planning + A proven record in a professional services environment + Experience in coaching and mentoring junior colleagues + Strong analytical skills and attention to detail + The ability to adapt your work style to work with both internal and client team members **What we look for** We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + The salary range for this job in all geographic locations in the US is $120/hr to $150/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit ************************** Our Wealth Enhancement Tax & Consulting Services (WETCS) Team is looking for a highly experienced Sr. Tax Advisor. This tax professional will be accountable for delivering high-quality tax advice, planning, and return preparation services to assigned WETCS clients and ensure high client and Wealth Enhancement Financial Advisor satisfaction through this role's work and interactions. Collaborates with other WETCS and Wealth Enhancement employees to improve individual and team expertise, effectiveness, efficiency and satisfaction, and helps enhance the WETCS and Wealth Enhancement brands via high quality work output and professional, responsive, and respectful interactions with clients, WEG employees, and professional communities. This role offers the remote work option, as well as excellent career growth potential. In the spirit of pay transparency, we are excited to share the base salary range for this position is $110,000.00 to $135,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus. Primary Job Functions 1.Tax Advisory, Planning and Preparation (~85%) a.Prepare and review tax returns, including related work documents for Individuals and one or more of these categories: Partnership, S-Corp, C-Corp, Trusts, Estates, Foundations, and Foreign Reporting. b.Prepare tax strategies and projections. c.Provide tax planning advice to clients and their WEG Financial Advisors. d.Conduct tax research and planning, including but not limited to BNA projections, special research projects, and retirement account recommendations. e.Review and respond to tax notices. f.Respond State and Federal Auditors inquiries and work to resolve them. g.Amend tax returns. 2.Help Drive Effectiveness, Productivity and Revenue Increases (~2%) a.Help identify opportunities to increase value delivered to clients and revenue for WETCS and Financial Advisor teams while working with clients. b.When appropriate, promote WETCS services offerings to assigned tax clients. c.Ensure that urgent or high impact issues affecting assigned clients are quickly resolved. 3.Foster Teamwork (~5%) a.Build and maintain good relationships with WETCS staff, Financial Advisors, and clients. b.Collaborate with and support team members to improve team effectiveness. c.Share tax expertise and assist team members as appropriate. d.Contribute to maintaining a positive and fun team culture. 4.Tax expertise and Professional Growth (~8%) a.Maintain expertise in all aspects of tax compliance. b.Maintain fluency in tax related software, tools and procedures used at WETCS. c.Grow your tax expertise in at least one area of tax each year through continuing professional education and individual learning. d.Stay informed about current trends in tax and the tax services industry. e.Answer tax related questions and act as a Subject Matter Expert (SME) for Financial Advisor Teams and other Wealth Enhancement employees. Education / Qualifications Bachelor's in Finance or Business; BS in Accounting preferred. CPA, EA, or JD required. Experience & SkillsoMinimum of 10 years of tax accounting experience. Minimum of 6 years experience preparing high net worth individual tax returns (1040). Minimum of 3 years experience preparing at least two of the following types of tax returns: Trust, Estate, S Corp, Partnerships, LLC, Private Foundation. Experienced in complex tax planning and consulting. Strong verbal and written communication skills. Excellent financial acuity. Proficiency in Excel, CCH Axcess / ProSystems Collaborative; strong team-orientation. Professional attitude; treats everyone with respect. Positive solution-focused attitude.oDetail oriented and diligent. Drive for results and excellence. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Career level is $95,300.00 to $152,500.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position. Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities: Training and professional development Medical, dental and vision coverage (Available to full-time employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance - employer paid and voluntary options Short-term and long-term disability, workers compensation - employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at ************ Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **FSO Seasonal Tax - Private Tax- Manager - Remote** **The opportunity** EY is currently seeking experienced seasonal tax professionals. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, overtime eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. Private Tax is a growing practice within EY, and you'll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. **Your key responsibilities** + A strategic eye toward prioritizing when working on multiple complex projects + Influencing skills, and the confidence and curiosity to question existing processes + The ability to produce technical writing and research in a tax context + Experience performing high quality review of complex tax returns + Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance + Experience with federal and state personal and trust income tax + A thorough understanding of estate and wealth planning + Experience researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables + Comfort with working remotely in a virtual team environment **To qualify for the role, you must have ** + Valid US Certified Public Accountant (CPA) license or active state bar membership + A bachelor's degree in accounting, finance, business, or a related discipline + A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps + Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail **Skills and attributes for success** **Ideally, you'll also have** + A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm **What we look for** We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

Job Description Personal Tax Manager Are you a tax professional who enjoys Personal Tax Work? We're hiring a Personal Tax Manager for a well-established and growing public accounting organization in Amherst, NY! This is an excellent opportunity for an Enrolled Agent (EA) or CPA who loves reviewing and signing personal, estate, and trust tax returns, applying K-1s, and making sure every detail is accurate, compliant, and completed with care. With a salary range of $90,000-$110,000/year, this full-time Personal Tax Manager, offers long-term stability, clear ownership of your department, and the chance to run a high-quality Personal Tax Function within a well-respected firm. If you thrive in a role where precision matters, you enjoy supporting clients through their filings, and you like managing a smooth, efficient workflow - we want to hear from you! This Personal Tax Manager role is ideal for someone who genuinely prefers personal returns, and is motivated by helping clients navigate their individual tax situations with confidence and clarity. This is an in-person position in Amherst, NY Responsibilities: Lead the Personal Tax Department and oversee all individual tax return operations Review and sign 1040s (personal income tax returns) with accuracy and compliance Apply K1s, investment activity, and other supporting schedules to individual returns Review returns prepared by staff; provide clear notes, coaching, and quality control Serve as a trusted resource for clients regarding their personal tax obligations and planning needs Manage the tax calendar, deadlines, and workflow for the individual tax season Collaborate with leadership and other tax departments to ensure a cohesive client experience Stay updated on IRS guidelines and individual tax regulations Support a professional, team-oriented environment throughout peak tax periods Qualifications: Enrolled Agent (EA) or CPA required 5+ years of experience preparing and reviewing individual tax returns Strong understanding of 1040s, K-1s, investment income, deductions, credits, and tax law fundamentals Excellent attention to detail and a genuine interest in personal tax work Ability to manage deadlines and departmental workflow during busy seasons Strong communication and client service skills Comfortable reviewing returns, signing off as the responsible tax professional, and ensuring compliance Benefits: Competitive salary of $90,000-$110,000/year Company-matched 401(k) Paid vacation, holidays, and sick time Primarily on-site with flexibility to work from home when needed Strong internal support across accounting, payroll, and operations Long-term stability and room for growth The advertised pay range represents what we believe at the time of this job posting that our client would be willing to pay for this position. Only in special circumstances, where a candidate has education, training, or experience that far exceeds the requirements for the position, would we consider paying higher than the stated range. First time working with a Recruiter ? No problem! We make the process as smooth and straightforward as possible. Communication is key - to get started, all we need from you is an updated resume and some time to chat. Our team will get to know and your future career goals. Throughout the process, we will provide resume feedback, schedule and prepare you for interviews, provide client feedback, and coach you through the offer stage. StaffBuffalo is an Equal Opportunity Employer and does not discriminate in employment on account of race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, gender, gender identity or expression, marital status, physical or mental disability, military status, or unfavorable discharge from military service.

We are looking for an experienced Sr. Tax Preparer to join our team on a contract basis in Kirkland, Washington. In this role, you will assist with the preparation and review of tax returns, ensuring accuracy and compliance with applicable regulations. This position focuses primarily on individual tax returns, with some business-related filings included. This is a very part time role that could be done in the evenings or weekends. This also can be a fully remote role. Responsibilities: - Prepare individual tax returns (1040s) and manage business-related filings, including S-Corps and Schedule C forms. - Conduct thorough reviews of completed tax returns to ensure accuracy and compliance. - Finalize tax files by addressing outstanding issues and ensuring all necessary documentation is in place. - Utilize Drake Tax Software for efficient and accurate tax preparation. - Collaborate with clients to gather necessary financial information and clarify tax-related inquiries. - Stay up-to-date on tax laws and regulations to provide the highest level of service. - Handle a mix of individual and business tax filings, prioritizing workload effectively. - Maintain confidentiality and adhere to strict standards of accuracy and integrity in all tax-related matters. Requirements - Proven experience in tax preparation, with a strong focus on individual and business tax returns. - Familiarity with Drake Tax Software for completing and reviewing tax filings. - Solid understanding of tax laws and regulations, including knowledge of S-Corps and Schedule C filings. - Certification as an Enrolled Agent (EA) or equivalent experience in tax preparation. - Ability to manage multiple tasks and meet deadlines in a fast-paced environment. - Strong attention to detail and commitment to accuracy. - Excellent communication skills for interacting with clients and addressing their concerns. - Dedication to maintaining confidentiality and ethical standards in all tax-related work. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

About the Opportunity EFPR Group is seeking Staff Accountants, with 1-3 years of experience in public accounting to join its Tax and Business Services Team. Work on multiple client engagements, preparing and reviewing complex business and individual tax returns while providing innovative tax planning and compliance services. Build effective client relationships and identify tax issues, research solutions, and deliver timely, high-quality service. Participate in staff development, including training and mentoring interns, while continuously learning new tax skills across a diverse client base. *Flexible Schedule and Remote opportunities available Requirements Qualifications: Bachelor's Degree in Accounting, with progress towards or completion of CPA licensure; a Master's Degree is a plus. Effective leadership and interpersonal skills, with strong organizational and analytical capabilities. Proficient in tax research and accounting software, including ProSystems Engagement, Creative Solutions, QuickBooks, Sage Accounting, Excel, and Word. Exceptional customer service and communication skills, with the ability to manage multiple priorities in a fast-paced environment. Attention to detail and professionalism, ensuring extreme confidentiality and effective handling of elevated situations. Work Location The position is based in Rochester, NY. Consideration will be given to qualified employees if they wish to work remotely. Benefits & Perks The Firm offers a competitive compensation and benefits package, as well as excellent opportunities for career development and advancement. For a list of employee benefits, please visit our website, here. Confidentiality Commitment *All inquiries and resume submissions are handled with the utmost confidentiality and discretion.* EFPR Group LLP is an Equal Opportunity Employer. No phone calls please.

Stambaugh Ness (SN) is a professional services firm serving clients nationally with a singular focus on architecture, engineering, and related industries. With Stambaugh Ness, clients have access to a wide array of services - including advisory, technology, and accounting and tax - that enable them to meet compliance requirements, avoid risk, thrive, and grow. As a Tax Manager within our Tax Solutions team, you will be responsible for the delivery of a full range of tax services for the firm's clients. You will work closely with the Managing Directors of our Tax team to identify the needs of clients and prospects and to identify and implement solutions. You will provide innovative tax planning, consulting, and compliance expertise. Our managers provide exceptional client service as a trusted business advisor and efficiently run engagements and relationships independently. This is a remote position that can work from anywhere within the United States. We are committed to finding the right person for this role. We will be accepting applications on an ongoing basis until they are identified. If you believe you have the skills, passion, and experience to excel in this position, please feel free to submit your application at any time. What you'll do at SN: Client Management Serve as the tax services project manager and main point of contact for appropriate clients. Maintain active communication with clients to manage their expectations, ensure client satisfaction, and make sure deadlines are met. Manage, direct, and monitor multiple client services teams on client engagements including ongoing evaluation of engagement performance. Interact closely with assigned tax clients to provide innovative tax planning, consulting, and compliance expertise to clients while managing the client assignments to budget. Work on multiple complex issues while communicating non-technically to facilitate communication between the client and the service team while managing the risk for them and SN. Manage the interaction of multiple service offerings within the firm including outsourced accounting, strategic tax, advisory, technology, and assurance services. Compliance Responsible for the management and delivery of a full range of tax services including passthrough entity, corporation, and individual tax returns for multiple clients in a variety of industries heavily focused on professional services, construction, and manufacturing. Direct and monitor the state tax compliance, composite, and PTE filing activities. Conduct detailed review of complex passthrough, corporate, and individual tax returns. For Partnerships: assist clients with life events for partnerships, tax allocations, inside and outside basis computations, Section 704(c) and section 734(b)/743(b) computations, and Schedule K-1 processing. For S Corporations: assist clients with life events, basis computations, distributions and redemptions and the interplay with Sections 301, 302, 318 and 1368. Conduct and review research findings and ensure conclusions are consistent with firm policies and professional standards. Remain up to date on current tax practices and changes in tax law. People Management Manage, develop, train and mentor assigned tax staff and seniors on tax projects and assess their performance for both engagement and annual performance reviews. Appropriate delegation of responsibilities to seniors, staff, and offshore accountants. Serve as a mentor or coach to one or more employees, which will include providing honest and timely performance feedback. What you may have done before: Led tax projects with both seniors and associates at a public accounting firm. Maintain deep client relationships Worked with s-corps and pass through entities clients What it takes to be a Tax Manager: Bachelor's degree in accounting or related field CPA/EA License or JD Minimum of 4+ years of experience in public accounting, Strong technical knowledge of taxation, including Corporate, Partnerships, C Corporations, and S Corporation The hiring process: Stage 1 (Preliminary Screening Call) with a member of our recruitment team Stage 2 (Tax Managing Directors Interview) an interview with a leader of the National Tax Team Stage 3 (Behavioral Interview & Cultural Interviews) three total interviews, one with a member of our HR team and two with two members of the tax practice Stage 4 (Offer) What's in it for you: Health & Wellness Your Way: Choose from three medical plans designed to fit different needs and budgets. Wellness Support: Access to Teladoc's zero-cost telehealth services and Husk Wellness for exclusive discounts on gym memberships, nutrition guidance, and mental health support Time Off, When You Need It: Recharge with our flexible PTO policy and enjoy 10 paid holidays Flexible Spending Options: Maximize your health and dependent care through employer-backed HSAs and FSAs Peace of Mind: Your well-being is covered with employer-paid life, AD&D, and comprehensive short- and long-term disability More Ways to Thrive: Tap into our Employee Assistance Program for support, plus access to InsurChoice for personal insurance options. Salary: The salary range for this position is an estimate of $105,000 - $140,000. A final compensation offer within this range will be based on factors including an individual's skill sets, experience, knowledge, licensure and certifications, and geography. About SN At SN, we're a powerhouse of passionate, talented professionals making a real impact, together. We believe that innovation thrives in an environment of engaged minds, even when fully remote. Here, you'll be challenged, inspired, and supported by a team that embraces change and envisions the future. Fast-paced and fast-growing, we have created a close-knit team that genuinely enjoys working together. Our virtual environment isn't just where we work, it's where we connect, collaborate, and grow. There's a unique energy that comes from working alongside the best talent from across the country. SN believes in an inclusive workplace and is committed to building a team from a variety of backgrounds. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive the other benefits and privileges of employment. Underrepresented candidates and candidates from nontraditional backgrounds are strongly encouraged to apply. If all of this sounds amazing, just wait! We don't keep this incredible team all to ourselves. At SN, we serve clients in all 50 states with unparallelled AEC industry expertise and a diverse menu of services, including compliance, government contract services, strategic tax solutions, technology, and cyber risk advisory, data solutions, Deltek ERP software, strategic growth advisory, workforce and talent solutions, outsourced accounting, ownership transition, and mergers and acquisitions. Ready to redefine what your career can look like, from anywhere? We'd love to meet you.

What We Are Looking For We are looking for a "workhorse" Virtual Tax Specialist for a high-volume, remote contract position. This role is strictly focused on the efficient production and filing of tax returns. If you thrive in a fast-paced environment where you can put your head down and process a high quantity of complex returns without the distraction of tax planning or consulting, this is the role for you. Compensation And Benefits $28 - $30 per hour Part Time/Flexible Hours Fully Remote Company Values and Culture Sourced. is a highly collaborative, team oriented, value and culture driven company. We live by our four core values - Serve Generously, Deliver Excellence, Do The Right Thing, and Team Before Self - and expect the same level of dedication to the values from any new team member we bring on. We invite you to see more about our Company Culture at *************************** Job Responsibilities Prepare and file complex federal and state income tax returns (e.g., 1040, 1120, 1120-S, 1065) with a high level of accuracy. Manage a large volume of primarily business tax returns (some individual tax returns) Using Drake Tax Software manage a "churn and burn" workflow across the following forms: 1040: Individual returns (high volume). 1065: Partnership returns. 1120 & 1120-S: C-Corp and S-Corp returns. 990: Non-Profit returns. Multi-State/Complex: Experience with multi-state filings and complex entity structures is a significant plus. Provide daily/weekly status updates on your queue. Proactively flag missing documentation or "blockers" to leadership immediately. Stay current on the latest IRS regulations and state-specific tax laws to ensure 100% compliance and avoid penalties. Utilize secure, cloud-based portals and tax software to maintain organized, confidential client files. Skills and Qualifications Minimum of 3 years of hands-on, high volume business and individual tax preparation experience Active PTIN (Preparer Tax Identification Number) required. Highly proficient with Drake Tax Software and MS Excel. Have a secure, private home office setup with high-speed internet and experience using virtual tools (Zoom, Slack, Secure Portals). Proven track record of handling a large volume of tax returns. Possess the availability and high capacity necessary during the core tax season (January - April). Able to spot inconsistencies in financial data and maintain high standards of accuracy under tight deadlines. Possess a highly communicative approach to staying in sync with account managers about progress and status of tax returns.

Blue & Co., LLC, is a dynamic and innovative accounting firm that provides growth-committed entrepreneurial clients with accounting and consulting services. We are currently seeking a Tax Manager to join our Columbus, OH office. As a Tax Manager, you will be responsible for overseeing and managing client relations, preparing and reviewing detailed business and individual tax returns, and supervising, training, and evaluating Senior and Staff Accountants. The ideal candidate will be highly promotable with a strong desire to move into a leadership role with the firm. Position Details: Lead healthy, sustainable growth for Blue and our clients by understanding client needs, our service lines, and actively advising, assessing, and presenting ways that the firm can serve clients. Be responsible for the growth and development of all levels of professionals. Demonstrate a proven track record in professional services business development. Foster teamwork, innovative thinking, and knowledge sharing with team members to enhance service delivery. Maintain an educational program to continually develop skills. Develop and maintain strong working relationships with key client executives. Apply/communicate strategic objectives and organizational policies of Blue & Co. Position Requirements: Active CPA license required. 6+ years of relevant tax experience in a public accounting environment. Proven financial, analytical, technical, and interpersonal skills. Excellent client service and demonstrated business development skills. Demonstrated ability to manage large engagements, as well as supervise/motivate staff. Excellent written and verbal communication skills. We are responsive. We are caring. We are advocates. EEOC #LIHybrid