Staff Accountant (Tax)

About the role

Our Tax Division is responsible for: tax planning, preparation, and filing of both individual and company tax returns for our Clients. 

As a Staff Accountant at Club Capital you will ensure timely and accurate preparation of our clients taxes, support the team of tax accountants, and help with tax resolution as needed.  This position requires solid technical knowledge of both personal and business tax returns, and the ability to work with a minimum of assistance. Our Tax Division is responsible for: tax planning, preparation, and filing of both individual and company tax returns for Club Capital Clients. This is a full time role as strategic tax planning has no season.  

Responsibilities:

• Ability to engage with clients to gather and prepare tax filings.  
• Coordinate with our outsourced team preparation team 
• Prepare our clients for tax season and take actions on areas where they can optimize their tax returns

To be successful in this role, you'll need to:

We strive to ensure each client is our current priority and has the best experience and we achieve the best possible outcome for their business and their lives. 

• You are up to date on the latest tax code and excited to see routine changes to policies and communicate them to your clients.
• You are eager to develop a trusted partner relationship and to focus on personalized service so that you can: understand your client’s business, analyze each scenario, and make personalized accounting advice.
• You are a top notch communicator.  You adhere to a consultative approach, always listening first with empathy so that you can earn your clients trust.  You are comfortable building relationships and presenting information by phone or in writing.
• You are a problem solver, analytical thinker, and collaborative.  
• Mentorship & Training: You should have the ability and interest in building up the team around you. 
• Ability to manage a high volume of clients returns with poise. 

Qualifications

• 1 - 2  years experience in individual and business tax preparation
• Knowledge of tax software and MS Office
• Good at meeting deadlines and solving problems
• Exceptional client service along with the ability to develop excellent client relationships
• Analytical skills with detail orientation
• BS in Accounting 

Competitive Salary, Medical, Dental, Vision, 410K with company match. Generous PTO and paid holidays.