DeLeon & Stang
Overview
Tax Accountant – Individual Tax & Planning Specialist Leesburg, VA | Frederick, MD | In office a must, with a Hybrid Option Available What You’ll Do
Prepare and review a variety of complex individual tax returns (1040s), including those involving investment income, rental properties, multi-state taxation, and estate/trust considerations. Meet with clients to provide tax planning and consulting, proactively identifying strategies to minimize tax liabilities. Work directly with high-net-worth individuals and business owners, advising on tax-saving opportunities and compliance strategies. Assist clients with IRS and state tax compliance, addressing audits, notices, and other tax-related issues. Work closely with the Tax Manager to supervise and support tax staff, ensuring quality and efficiency. Build and maintain strong client relationships, acting as a trusted advisor for tax-related concerns. Take responsibility for managing multiple client engagements, ensuring deadlines and quality standards are met. What You Bring
Minimum 3+ years of experience at a regional CPA firm, with a strong focus on individual tax preparation and review. Proven ability to work independently on complex individual tax returns, applying technical tax knowledge with minimal supervision. Confidence in meeting with clients, identifying tax planning opportunities, and providing consulting services. CPA license preferred (or actively pursuing). Strong knowledge of individual tax laws, including multi-state tax, real estate transactions, investments, and trusts. Excellent communication, client service, and problem-solving skills. Ability to manage multiple engagements while maintaining a high standard of quality and efficiency. What We Offer
Opportunities for career advancement in a growing, client-focused firm. A collaborative and professional workplace culture that values expertise and initiative. Exposure to diverse tax scenarios and planning strategies. Ready to Join Us?
If you have the experience, confidence, and technical tax expertise to contribute immediately, we’d love to hear from you! Apply today and bring your tax knowledge and consulting skills to DeLeon & Stang.
#J-18808-Ljbffr
Tax Accountant – Individual Tax & Planning Specialist Leesburg, VA | Frederick, MD | In office a must, with a Hybrid Option Available What You’ll Do
Prepare and review a variety of complex individual tax returns (1040s), including those involving investment income, rental properties, multi-state taxation, and estate/trust considerations. Meet with clients to provide tax planning and consulting, proactively identifying strategies to minimize tax liabilities. Work directly with high-net-worth individuals and business owners, advising on tax-saving opportunities and compliance strategies. Assist clients with IRS and state tax compliance, addressing audits, notices, and other tax-related issues. Work closely with the Tax Manager to supervise and support tax staff, ensuring quality and efficiency. Build and maintain strong client relationships, acting as a trusted advisor for tax-related concerns. Take responsibility for managing multiple client engagements, ensuring deadlines and quality standards are met. What You Bring
Minimum 3+ years of experience at a regional CPA firm, with a strong focus on individual tax preparation and review. Proven ability to work independently on complex individual tax returns, applying technical tax knowledge with minimal supervision. Confidence in meeting with clients, identifying tax planning opportunities, and providing consulting services. CPA license preferred (or actively pursuing). Strong knowledge of individual tax laws, including multi-state tax, real estate transactions, investments, and trusts. Excellent communication, client service, and problem-solving skills. Ability to manage multiple engagements while maintaining a high standard of quality and efficiency. What We Offer
Opportunities for career advancement in a growing, client-focused firm. A collaborative and professional workplace culture that values expertise and initiative. Exposure to diverse tax scenarios and planning strategies. Ready to Join Us?
If you have the experience, confidence, and technical tax expertise to contribute immediately, we’d love to hear from you! Apply today and bring your tax knowledge and consulting skills to DeLeon & Stang.
#J-18808-Ljbffr