Tax Accountant Job Description Template

Tax accountant working on office computer

The first step to hiring a tax accountant for your firm is to write a job description that clearly explains the role and responsibilities. This will give candidates an understanding of how they’d spend the workday and the necessary skills and background.

As the firm’s owner or manager, it’s your job to make sure your tax accountants have the skills, experience, and professional values to help your clients. While you don’t want to rush through the candidate evaluation process, you can save time on writing a compelling and effective job description.

Start by reading other tax accountant job postings on Monster to gather inspiration from your competitors. Next, update this tax accountant job description sample to find someone who will be an asset to your team and clients.

Tax accountant working on office computer

Tax Accountant

[Intro Paragraph] Show off the benefits of working at your firm by discussing the company culture and mission. Attract ambitious tax accountants by sharing any professional development opportunities your firm offers, such as training and mentorship programs and continuing education credit reimbursements. It’s also helpful to mention your firm’s dedication to career advancement and the common career trajectory for tax accountants.

Tax Accountant Job Responsibilities: Use this section of your tax accountant job description to highlight the main job responsibilities at your firm. Include a detailed list so candidates know what to expect. Here are a few responsibilities to get you started:

  • Prepares tax returns and documentation for clients.
  • Follows all federal, state, and local tax laws.
  • Finds legal deductions to save money for clients.
  • Organizes financial records for clients.
  • Answers client questions and provides advice.
  • Keeps track of deadlines and deliverables for multiple clients.
  • Stays up to date on all federal, state, and local tax laws.
  • Maintains confidentiality of all personal financial information.
  • Uses popular tax preparation and bookkeeping software.

[Work Hours and Benefits] This is where you’ll specify whether you’re looking for a part-time or full-time tax accountant. Seasoned tax accountants anticipate that they are likely to have some late nights in the office around tax season. Stand out from your competition by highlighting your benefits package and any financial perks like overtime pay, compensatory time, performance bonuses, and stipends. Many candidates are looking for work-life balance. It’s helpful to mention any initiatives you offer like a flexible work schedule or hybrid workplace.

Tax Accountant Qualifications and Skills: Use these sections of your tax accountant job description to share the necessary and preferred skills and experiences so candidates can decide whether they have the skills you need. For example, you might want to include:

  • Communicates financial information clearly.
  • Demonstrates organization and time-management skills.
  • Builds strong relationships with clients and colleagues.

Education and Experience Requirements:

  • A high school diploma or equivalent is required.
  • A Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) license is required.
  • A bachelor’s degree in accounting, finance, economics, or a related major is required.
  • A master’s degree in accounting or business administration is preferred.

[Call to Action] The most effective tax accountant job postings end with a strong call to action. You could simply invite candidates to apply and say that your team is looking forward to reviewing their applications. If you know the next steps in the hiring process and the expected timeline, it’s helpful to include them.

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