Job Description

What You’ll Do

• Tax Preparation & Review: Prepare and review complex federal and state returns for high-net-worth individuals (Form 1040), corporations (1120/1120S), partnerships (1065), trusts, and estates.
• Client Engagement: Serve as a primary client contact: field day-to-day questions, gather tax data, and translate complex tax issues into plain language.
• Research & Planning: Conduct technical tax research on multi-step transactions and contribute to proactive planning strategies across a diverse industry client base.
• Team Leadership: Mentor, train, and review work product of junior associates and interns, raising team quality and confidence.
• Compliance Management: Own deadline management and compliance across all engagements, especially during peak busy season.
• Workflow Optimization: Identify opportunities to streamline return preparation workflows and flag efficiency gaps to leadership.

What You Need

• Experience: 3+ years of progressive tax experience inside a public accounting firm.
• Diverse Skillset: Hands-on experience preparing and reviewing multiple return types (1040, 1065, 1120, 1120S) across different industries.
• Technical Proficiency: Proficiency with at least one major tax platform: UltraTax, ProSystem fx, CCH Axcess, or equivalent; plus tax research tools such as Checkpoint.
• Location Presence: Ability to work on-site at the Norwalk, CT office (hybrid schedule available - see below).
• Communication: Strong written and verbal communication skills for direct client relationship management.

Nice to Have

• Credentials: Active CPA license or actively sitting for the CPA exam (firm covers exam fees and study support).
• Education: Master's degree in Taxation (MST) or related advanced accounting degree.
• Process Improvement: Track record of process-improvement initiatives within a tax or accounting department.

Pay & Benefits

• Base Salary: $100,000-$120,000 depending on experience and CPA credential status.
• Bonus: Performance-based bonus program targeting an additional 5% to 15% of base salary annually.
• Health: Comprehensive medical, dental, and vision with generous firm cost-sharing.
• Retirement: 401(k) with a 4% company match.
• PTO: 20 days flexible PTO + paid holidays + post-busy-season rest days.
• Growth: Firm-sponsored CPE, CPA exam fee reimbursement, and a defined promotion track to Tax Manager.

Location & Schedule

Norwalk, CT - Hybrid

Full-time. Primarily on-site during ramp-up; hybrid flexibility of 3 days on-site / 2 days remote per week once established. Modern office space in downtown Norwalk.

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