Tax Accountant

Creative Financial Staffing, LLC; Canonsburg (Washington County); On-site; USD 70,000 - 80,000; Full time

Job summary

Creative Financial Staffing, LLC is seeking an experienced Tax Accountant in Canonsburg, PA to prepare federal and state tax returns for individuals and small businesses. The role emphasizes client service, timely filings, and strong tax knowledge in a collaborative CPA firm environment.

The ideal candidate has 3+ years of tax experience, proficiency with Drake/Lacerte/UltraTax/ProSeries, and excellent communication skills to explain outcomes to clients.

Qualifications

• 3+ years of professional tax preparation experience.
• Experience preparing individual and small business tax returns.
• Demonstrated ability to manage a high-volume tax workload.
• Strong knowledge of federal and Pennsylvania tax regulations.
• Experience with professional tax software such as Drake, Lacerte, UltraTax, ProSeries, or similar.
• Excellent communication, organizational, and client relationship skills.

Responsibilities

• Meet with clients to gather tax documentation and financial information.
• Conduct client interviews to identify income sources, deductions, credits, and tax planning opportunities.
• Serve as a resource for clients throughout the tax preparation process.
• Review completed returns with clients and explain tax outcomes in a clear, professional manner.
• Prepare federal and state income tax returns for individuals and small businesses.
• Prepare and review: Form 1040, Schedule C, Partnership (1065), S-Corporation (1120-S), K-1, Estate and Trust returns.
• Identify deductions, credits, and tax-saving opportunities.
• Electronically file returns and monitor acceptance status.
• Assist with tax-related questions, extensions, and follow-up requests.
• Maintain accurate and complete client records and supporting documentation.
• Ensure compliance with federal and state tax regulations.
• Research and resolve tax issues as they arise.
• Collaborate with other members of the accounting team on complex tax matters.

Skills

Tax prep

Client communication

High-volume workload

Federal tax regs

Attention to detail

Education

CPA designation (preferred)

Tools

Drake

Lacerte

UltraTax

ProSeries

Job description

Tax Accountant

Canonsburg, PA 15317
$70,000-$80,000

About the Opportunity

Our client, an established CPA firm, is seeking an experienced Tax Accountant to join its team. This position offers the opportunity to work with a diverse client base while preparing individual and small business tax returns in a collaborative, client-focused environment.

The ideal candidate has strong technical tax knowledge, excellent communication skills, and the ability to manage multiple client engagements while meeting deadlines.

Tax Accountant Responsibilities

Client Service & Consultation

• Meet with clients to gather tax documentation and financial information.

• The Tax Accountant will conduct client interviews to identify income sources, deductions, credits, and tax planning opportunities.

• Serve as a resource for clients throughout the tax preparation process.

• Review completed returns with clients and explain tax outcomes in a clear, professional manner.

Tax Preparation

• Prepare federal and state income tax returns for individuals and small businesses.

• Prepare and review:

  • Form 1040 Individual Returns

  • Schedule C Returns

  • Partnership Returns (1065)

  • S-Corporation Returns (1120-S)

  • K-1 Reporting

  • Estate and Trust Returns, as applicable

• The Tax Accountant will identify deductions, credits, and tax-saving opportunities.

• Electronically file returns and monitor acceptance status.

• Assist with tax-related questions, extensions, and follow-up requests.

Compliance & Collaboration

• Maintain accurate and complete client records and supporting documentation.

• The Tax Accountant will ensure compliance with federal and state tax regulations.

• Research and resolve tax issues as they arise.

• Collaborate with other members of the accounting team on complex tax matters.

Qualifications of the Tax Accountant Role

Required

• 3+ years of professional tax preparation experience.

• Experience preparing individual and small business tax returns.

• Demonstrated ability to manage a high-volume tax workload.

• Strong knowledge of federal and Pennsylvania tax regulations.

• Experience with professional tax software such as Drake, Lacerte, UltraTax, ProSeries, or similar.

• Excellent communication, organizational, and client relationship skills.

Preferred

• CPA designation.

• Experience with:

  • Self-employed individuals

  • Rental properties

  • Multi-state tax returns

  • Retirees

  • Cryptocurrency transactions

  • Trust and estate taxation

• Previous experience working in a CPA firm or public accounting environment.