CPA/Tax Preparer

Location: West Conshohocken, PA

Date Posted: 08/17/2022

Status: Open

This position will be overseeing the tax preparation for a large amount of clients and will work closely with the Managing Directors of Baldwin Family Office.


Prepare tax returns for individuals, fiduciaries, and businesses.
Maintain accurate client records using tax software.
Provide advice about tax issues and complete tax planning for various situations.
Perform calculations to determine the amount of income tax due and calculate estimated tax payments for clients.
Explain any changes made to tax laws/guidelines from past years and any impact on client tax liability.
Represent client at State and IRS audits
Skills :· Ability to work and meet strict deadlines with minimal supervision· Outstanding communication skills with clients to ensure accurate data input· Answer questions and provide future tax planning to clients.

Qualifications / Requirements:·

3-5 years of experience·
CPA or EA certification required, CPA a plus·
Bachelor’s Degree (preferred)·
Experience with CCH Axcess Platform (Preferred)

Interested in Joining Our Team? Apply, Today!