Experience highlights:
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7+ years in tax and accounting, including 1040s, 1065s, 1120s, and 1041s
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Experience with high-net-worth individuals and multi-entity clients (rental portfolios, businesses, investments)
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Currently splits time 50/50 between prep and review
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Has reviewed staff accountant work and enjoys mentoring junior team members
- Happy to consider a pure Tax role, or a blended position with client accounting work.
Preferences:
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Open to hybrid, remote, or in-office setups
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Culture, health insurance, and CPE support are key priorities
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Prefers a small or mid-sized firm but open to larger setups with the right feel
Software exposure:
Drake, ATX, TaxDome, UltraTax (demo), QuickBooks (Online and Desktop), payroll platforms (Gusto, ADP, Paychex), and strong data migration experience. She is very tech savvy.
