Tax Accountant

Ledgent Finance & Accounting; Boulder (CO); On-site; USD 80,000 - 110,000; Full time

Job summary

Ledgent Finance & Accounting seeks a Tax Accountant to support a diverse client portfolio including closely held businesses, partnerships, S-Corporations, LLCs, high-net-worth individuals, and family-owned organizations.

The role focuses on preparing and reviewing tax returns, researching tax matters, and advising clients throughout the year, with experience in public accounting and proficiency in CCH Axcess preferred.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 4+ years of tax accounting experience, preferably within a public accounting environment.
• Experience preparing individual and business tax returns.
• Strong understanding of federal and state tax regulations.
• Experience with CCH Axcess strongly preferred.
• CPA or CPA-track candidates encouraged to apply.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, partnerships, S-Corporations, corporations, and trusts.
• Analyze financial records to ensure accurate tax reporting.
• Assist clients with tax planning strategies throughout the year.
• Research tax laws, regulations, and technical issues to support compliance and client advisory services.
• Collaborate with clients to gather information, answer questions, and resolve tax-related matters.
• Prepare tax projections and estimated tax calculations.
• Support year-end tax planning and compliance initiatives.
• Identify opportunities for process improvements and efficiencies within tax preparation workflows.
• Maintain detailed workpapers and documentation in accordance with firm standards.
• Assist with software conversions, data validation, and process improvements related to tax technology platforms.

Skills

Tax accounting

Client communication

Public accounting

Education

Bachelor's degree in Accounting/Finance or related field

CPA or CPA-track

Tools

CCH Axcess

Job description

Position Overview

Seeking a Tax Accountant to support a diverse client portfolio consisting of closely held businesses, partnerships, S-Corporations, LLCs, high-net-worth individuals, and family-owned organizations. This role will be responsible for preparing and reviewing tax returns, supporting tax planning initiatives, researching tax matters, and building strong client relationships throughout the year.The ideal candidate has experience in public accounting, enjoys working directly with clients, and is comfortable managing multiple engagements during busy seasons. Experience with CCH Axcess is highly preferred, especially for candidates who can help support ongoing process improvements and software transitions.

Key Responsibilities

• Prepare and review federal, state, and local tax returns for:Individuals (1040)Partnerships (1065)S-Corporations (1120S)Corporations (1120)Trusts and Estates (1041)
• Analyze financial records and supporting documentation to ensure accurate tax reporting.
• Assist clients with tax planning strategies throughout the year.
• Research tax laws, regulations, and technical issues to support compliance and client advisory services.
• Collaborate with clients to gather information, answer questions, and resolve tax-related matters.
• Prepare tax projections and estimated tax calculations.
• Support year-end tax planning and compliance initiatives.
• Identify opportunities for process improvements and efficiencies within tax preparation workflows.
• Maintain detailed workpapers and documentation in accordance with firm standards.
• Assist with software conversions, data validation, and process improvements related to tax technology platforms.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 4+ years of tax accounting experience, preferably within a public accounting environment.
• Experience preparing individual and business tax returns.
• Strong understanding of federal and state tax regulations.
• Experience working with a variety of client industries and business structures.
• Proficiency with Microsoft Excel and accounting software.
• Experience with CCH Axcess strongly preferred.
• CPA or CPA-track candidates highly encouraged to apply.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status.

We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.