Seasonal Tax Accountant

Apollon Wealth Management

Columbus, Ohio

JOB DETAILS
SKILLS
Accounting, Certified Public Accountant (CPA), Communication Skills, Customer Experience, Customer Relations, Customer Support/Service, Data Entry, Desktop PC, Detail Oriented, Finance, High Net Worth, Income Tax, Intuit Quickbooks, Local Tax, Microsoft Excel, Microsoft Word, Research Skills, Small Business, State Tax, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Tax Software, Team Player
LOCATION
Columbus, Ohio
POSTED
16 days ago
Seasonal Tax Accountant
Status: Exempt
Work Environment: In Office

We are seeking a proactive and detail-oriented Seasonal 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 (January-April) and then transitioning 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

 

About the Company

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Apollon Wealth Management