Tax Accountant

Columbus, OH

Full Time

Mid Level

Tax Accountant

Status: Exempt

We are seeking a proactive and detail-oriented Tax Accountant to deliver high-quality tax planning and compliance services to our clients. This role requires strong technical expertise, sound judgment, and a client-focused mindset.

The ideal candidate thrives in a collaborative, team-oriented environment while maintaining the independence to manage their own workload and responsibilities. This position follows a seasonal workflow, with full-time hours during peak tax season and the option to transition to part-time during off-peak periods.

Responsibilities:

Deliver high quality tax planning and compliance services
Input data, prepare, and review federal, state, and local income tax returns for individuals (medium and high net worth), trusts, and small businesses
Work closely with financial advisors to prepare client tax projections through a thoughtful, insightful process
Ensure coordinated tax planning services and information delivery
Prepare internal memoranda, written correspondence and guidance, and other documents for submission to the IRS or other tax authorities
Proactively connect with clients to gather and clarify information

Core Attributes and Competencies:

Independent yet collaborative approach to teamwork, contributing to a cohesive client experience
Flexible and open to working across the firm on diverse assignments
Strong communication and relationship-building skills with colleagues and clients
Desire to grow within the firm and continually deepen expertise in tax preparation and planning
Detail-oriented with a balanced focus on both quality and efficiency
Skilled tax researcher who enjoys uncovering solutions to complex client needs
Self-starter with curiosity, creativity, and a commitment to exceeding expectations

Skills and Experience:

Bachelor’s degree in accounting, business, or finance required
CPA or EA designation preferred but not required
Three years of experience in tax services
Outstanding detail orientation and communication skills
Strong computer desktop skills are required (e.g., MS Word, MS Excel, etc.) as well as tax software (CCH ProSystem, UltraTax, etc.); experience with QuickBooks preferred
Demonstrated job stability

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Apollon Wealth Management

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Tax Accountant

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