Tax Accountant, CPA & Multi-State Tax Preparation
Overview
TaxLeaf seeks a Tax Accountant to own tax preparation for individuals and businesses, ensuring full compliance with federal, state, and local regulations. You'll handle multi-state filings, bookkeeping, and financial statement preparation. Working directly with our CPA, you'll manage client files from intake to filing and use UltraTax for preparation. This role offers a steady schedule with extended hours during tax season, plus the chance to work in a bilingual environment.
What You'll Do9
- 1Prepare and file individual and business tax returns, including multi-state filings using UltraTax
- 2Handle bookkeeping and prepare financial statements for client entities
- 3Analyze financial statements to support accurate tax filings and identify deductions
- 4Support our CPA with client data and documentation reviews
- 5Manage client paperwork from intake to final filing, ensuring completeness and accuracy
- 6Communicate with clients by email, phone, and in person to gather information and resolve issues
- 7Use Leafnet to manage client accounts, place orders, apply payments, and log interactions
- 8Contact governmental offices and coordinate with internal departments to resolve tax notices
- 9Maintain accurate task and database reports to track progress and deadlines
Requirements9
- 13+ years in tax preparation or public accounting
- 2Proven experience preparing individual and business tax returns, including multi-state filings
- 3Solid knowledge of federal, state, and local tax laws, with the ability to apply them
- 4Hands-on bookkeeping experience and financial statement preparation and analysis
- 5Fully bilingual in English and Spanish (speaking, writing, reading)
- 6Proficiency in tax software such as UltraTax, plus Excel, Office, and Teams
- 7Bachelor's degree in Accounting, Finance, or a related field
- 8CPA or EA certification preferred
- 9Experience with small business returns and multi-state filings is a plus
Salary Insight
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