About This Role
This role is for motivated and experienced tax professionals at the Senior, Supervisor, and Manager levels to join a growing tax advisory and consulting firm. It offers opportunities for professional development, leadership, and long-term growth for CPAs, CPA candidates, or EAs.
Responsibilities
- Prepare and/or review federal and state income tax returns for individuals, corporations, partnerships, trusts, and estates
- Ensure tax returns are accurate, complete, and compliant with applicable federal, state, and local tax regulations
- Research and analyze complex tax matters and provide recommendations to support effective tax planning and compliance
- Identify potential tax-saving opportunities and assist clients with proactive tax strategies
- Stay current on changes in tax laws, regulations, and industry best practices
- Provide responsive, professional, and high-quality service to clients
- Assist clients with tax-related questions, compliance requirements, and planning opportunities
- Develop and maintain strong client relationships through effective communication and timely service delivery
- Collaborate with colleagues to resolve complex tax issues and deliver comprehensive solutions
- Review tax returns and workpapers prepared by junior team members to ensure accuracy and quality (Supervisor / Manager Levels)
- Supervise, mentor, and support the professional development of junior tax staff (Supervisor / Manager Levels)
- Coordinate workflow, assignments, and deadlines to ensure timely completion of client engagements (Supervisor / Manager Levels)
- Manage multiple client engagements while maintaining quality, efficiency, and profitability (Supervisor / Manager Levels)
- Work closely with firm leadership on client service initiatives, process improvements, and business development opportunities (Supervisor / Manager Levels)
- Contribute to the firm's continued growth and long-term success (Supervisor / Manager Levels)
Requirements
- Minimum of three (3) years of recent public accounting experience with a focus on tax preparation and compliance
- CPA license, actively pursuing CPA certification, or EA
- Experience preparing and/or reviewing federal and state income tax returns for various entity types
- Strong understanding of tax laws, regulations, and compliance requirements
- Excellent analytical, organizational, and problem-solving skills
- Strong written and verbal communication skills with a client-service-oriented approach
- Ability to manage multiple priorities, meet deadlines, and work effectively in a collaborative environment
- Demonstrated initiative, attention to detail, and commitment to professional excellence
Nice to have:
- Experience with CCH ProSystem fx Tax or similar professional tax preparation software
- Prior experience reviewing tax returns and mentoring junior staff for Supervisor and Manager positions
- Interest in long-term career advancement and leadership opportunities within the firm
Benefits
- Dental insurance
- Disability insurance
- Employee discount
- Flexible spending account
- Health insurance
- Life insurance
- Opportunities for advancement
- Paid time off
- Vision insurance
About the Company
DuvallWheeler is a well-established and growing tax advisory and consulting firm in Northern Virginia.
