Tax Accountant

Robert Half · Richmond, United States

A growing and client-focused public accounting firm is seeking a Tax Accountant to join its team. This role offers a blend of tax preparation, tax planning, client advisory, bookkeeping, and financial analysis responsibilities. The ideal candidate is detail-oriented, proactive, and enjoys building strong client relationships while helping businesses and individuals achieve their financial goals.

Key Responsibilities

Tax Preparation & Compliance

• Prepare federal and state tax returns for individuals, corporations, partnerships, and other business entities.
• Review financial records and supporting documentation to ensure accurate and timely tax filings.
• Research tax laws and regulations to maintain compliance and identify tax-saving opportunities.
• Assist clients with tax notices, audits, and correspondence from taxing authorities.

Tax Planning & Advisory

• Prepare tax projections and estimated tax calculations throughout the year.
• Conduct year-round tax planning to help clients minimize liabilities and maximize savings.
• Provide guidance on tax implications related to business operations, investments, and financial decisions.
• Stay informed on changing tax regulations and communicate relevant impacts to clients.

Client Relationship Management

• Serve as a trusted advisor and primary point of contact for assigned clients.
• Communicate regularly regarding tax deadlines, financial performance, and compliance requirements.
• Explain accounting and tax concepts in a clear, client-friendly manner.
• Collaborate with internal team members to ensure exceptional client service and timely deliverables.

Bookkeeping & Financial Analysis

• Perform monthly and quarterly bookkeeping, account reconciliations, and journal entries.
• Prepare and review financial statements, including balance sheets and income statements.
• Analyze financial performance, profitability, cash flow, and operational trends.
• Identify discrepancies, process improvements, and tax planning opportunities.
• Assist clients in maintaining accurate accounting records and effective bookkeeping practices.

Qualifications

• Bachelor's degree in accounting.
• CPA and/or Enrolled Agent preferred.
• 3 - 5+ years' experience preparing individual and business tax returns, preferably within public accounting.
• Strong knowledge of federal and state tax regulations and accounting principles.
• Proficiency in tax and accounting software, including QuickBooks and Microsoft Excel.
• Excellent communication and client service skills.
• Strong analytical, organizational, and problem-solving abilities.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Experience with tax planning, financial statement analysis, and client advisory services is a plus.
• Comfortable learning and utilizing new technologies, including emerging AI-enabled tools.