Tax Accountant

About the role

As a Tax Accountant at Club Capital you will manage a set of client portfolios to ensure timely and accurate delivery of taxes, including preparation, reviewing, filing, and tax planning.  This position requires solid technical knowledge of both personal and business tax returns, and the ability to work with minimum of assistance, making decisions on all but the most unusual matters. The Tax Accountant will support and mentor staff accountants in the work to be performed, review work, and direct revisions. 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.  

What you'll do

Client Engagement

Ability to engage with clients to discuss their tax situation, options for tax savings and optimization, tax season preparation, and the ultimate delivery of the client’s tax return(s). 

• Conduct ongoing consultations and planning sessions with our clients
• Prepare our clients for tax season and take actions on areas where they can optimize their tax returns
• Manage and direct the tax planning check-ins with clients

Tax Compliance

Own the completeness, accuracy, and tax optimization for your client portfolio. 

• Scope out the work required to complete the tax return(s)
• Review and approve the returns prepared by the team
• Adjust, where required, any representations on the tax return
• Identify and mitigate tax risks

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

Be completely obsessed with positive client outcomes: At Club Capital, we’re obsessed with ensuring our clients have the best possible outcome for their business and their lives. 

• Remain up to date on the latest tax code and excited to see routine changes to policies and communicate them to your clients.
• Eager to develop a trusted partner relationship 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. 
• Ability to manage a high volume of clients with poise. A tax accountant can expect a client portfolio of up to 125 clients in a given tax season.
• Ability to conduct productive and interactive tax planning and review sessions with clients using video conferencing tools.

Qualifications

• Active/valid certified public accountant’s (CPA) license or enrolled agent (EA) REQUIRED
• Minimum of 3 years experience as a public Tax Accountant reviewing business tax filings
• Excellent knowledge of tax accounting, tax compliance, and varying tax returns 
• 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 or MS in Taxation

Benefits: Medical, Dental, Vision, 410K with company match. Generous PTO and paid holidays, just to name a few.