Tax Accountant chez Apollon Wealth Management

Tax Accountant

Status: Exempt

We are seeking a proactive and detail-oriented Tax Accountant to deliver high-quality tax planning and compliance services to our clients. This role requires strong technical expertise, sound judgment, and a client-focused mindset.

The ideal candidate thrives in a collaborative, team-oriented environment while maintaining the independence to manage their own workload and responsibilities.  This position follows a seasonal workflow, with full-time hours during peak tax season and the option to transition to part-time during off-peak periods.

Responsibilities:
 

• Deliver high quality tax planning and compliance services
• Input data, prepare, and review federal, state, and local income tax returns for individuals (medium and high net worth), trusts, and small businesses
• Work closely with financial advisors to prepare client tax projections through a thoughtful, insightful process
• Ensure coordinated tax planning services and information delivery
• Prepare internal memoranda, written correspondence and guidance, and other documents for submission to the IRS or other tax authorities
• Proactively connect with clients to gather and clarify information

• Independent yet collaborative approach to teamwork, contributing to a cohesive client experience
• Flexible and open to working across the firm on diverse assignments
• Strong communication and relationship-building skills with colleagues and clients
• Desire to grow within the firm and continually deepen expertise in tax preparation and planning
• Detail-oriented with a balanced focus on both quality and efficiency
• Skilled tax researcher who enjoys uncovering solutions to complex client needs
• Self-starter with curiosity, creativity, and a commitment to exceeding expectations

• Bachelor’s degree in accounting, business, or finance required
• CPA or EA designation preferred but not required
• Three years of experience in tax services
• Outstanding detail orientation and communication skills
• Strong computer desktop skills are required (e.g., MS Word, MS Excel, etc.) as well as tax software (CCH ProSystem, UltraTax, etc.); experience with QuickBooks preferred
• Demonstrated job stability