Tax Accountant

Sierra Ventures; Rockville (MD); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Bonuses

Health Insurance

401(k) match

Paid time off

Training opportunities

Hybrid work

Job summary

Sierra Ventures, based in Rockville, MD, is seeking a Tax Accountant to prepare and review tax returns and provide strategic tax planning.

The ideal candidate has 2+ years of tax experience, strong analytical skills, and a client-focused approach to optimize financial outcomes. This on-site role offers growth in a collaborative accounting team.

Qualifications

• Bachelor's in Accounting, Finance, or related field; CPA or EA preferred.
• 2+ years tax preparation experience; public accounting a plus.
• Proficiency in tax software (CCH Axcess, UltraTax, Lacerte) and Excel.
• Strong communication, problem-solving and time management.
• Bonus: knowledge of multi-state filings, international tax (FBAR/5471), or real estate taxation.

Responsibilities

• Prepare and file individual, corporate, partnership, and trust tax returns (Forms 1040, 1120, 1065, 1041).
• Research tax regulations to ensure compliance and identify savings opportunities.
• Assist clients with IRS/state tax notices, audits, and resolutions.
• Collaborate with senior staff on tax planning strategies (e.g., deductions, credits, entity structuring).
• Maintain client records in CCH Axcess, QuickBooks, or similar software.
• Support quarterly estimated tax calculations and year-end projections.
• Stay updated on tax law changes and advise clients accordingly.

Skills

Tax preparation

Analytical skills

Communication

Time management

Education

Bachelor's in Accounting/Finance

CPA or EA preferred

Tools

CCH Axcess

UltraTax

Lacerte

Excel

Job description

Job Title: Tax Accountant

Location: Rockville, MD (On-site)

Job Type: Full-time

About Our Client:

Our client is a leading accounting firm based in Rockville, MD, specializing in personalized tax planning, compliance, and financial advisory services for businesses and high-net-worth individuals. They pride themselves on accuracy, integrity, and client-focused solutions.

Job Summary:

Our client is seeking a detail-oriented Tax Accountant to prepare and review tax returns, ensure compliance with federal and state regulations, and provide strategic tax planning advice. The ideal candidate has 2+ years of tax experience, strong analytical skills, and a passion for helping clients optimize their financial outcomes.

Key Responsibilities:

• Prepare and file individual, corporate, partnership, and trust tax returns (Forms 1040, 1120, 1065, 1041)
• Research tax regulations to ensure compliance and identify savings opportunities
• Assist clients with IRS/state tax notices, audits, and resolutions
• Collaborate with senior staff on tax planning strategies (e.g., deductions, credits, entity structuring)
• Maintain client records in CCH Axcess, QuickBooks, or similar software
• Support quarterly estimated tax calculations and year-end projections
• Stay updated on tax law changes and advise clients accordingly

Qualifications:

• Education: Bachelor's in Accounting, Finance, or related field (CPA or EA preferred)
• Experience: 2+ years in tax preparation (public accounting firm experience a plus)
• Technical Skills: Proficiency in tax software (CCH, UltraTax, or Lacerte) and Excel
• Soft Skills: Strong communication, problem-solving, and time management
• Bonus: Knowledge of multi-state filings, international tax (FBAR/5471), or real estate taxation

Why Join Our Client?

• Competitive salary ($70K-$90K, based on experience) + performance bonuses
• Health, dental, and vision insurance, 401(k) match, and paid time off
• Professional development (CPA/EA exam support, training)
• Collaborative, growth-focused culture with hybrid work options