About Metcalf & Company LLC
Metcalf & Company LLC is a fast-growing, values-driven professional services firm dedicated to helping small business owners build wealth, grow profitably, and maintain compliance. We provide Tax Advisory Services, Client Advisory Services, and Legal Advisory Services. Our firm culture emphasizes teamwork, integrity, innovation, and a strong commitment to client service.
Position Overview
We are seeking a highly motivated and experienced Senior Tax Accountant to join our Tax Advisory Services team. The ideal candidate will play a key role in delivering high-quality tax planning, preparation, and advisory services to our individual and business clients. This role requires both technical expertise and the ability to manage client relationships effectively.
Key Responsibilities
Tax Compliance & Preparation
- Prepare and review complex individual, corporate, partnership, and trust tax returns.
- Ensure accurate and timely filings in compliance with federal, state, and local tax regulations.
- Conduct technical tax research and document conclusions clearly and concisely.
Tax Planning & Advisory
- Collaborate with clients to develop strategic tax-saving plans.
- Provide proactive tax planning strategies tailored to small business owners and high-net-worth individuals.
- Assist in implementing advanced tax strategies under the guidance of the Tax Manager and in coordination with legal advisors.
Client Relationship Management
- Serve as a primary point of contact for a portfolio of clients.
- Clearly communicate tax strategies, deadlines, and compliance requirements to clients.
- Build trust-based relationships that support long-term client retention.
Team Collaboration & Leadership
- Mentor and support junior tax staff and administrative personnel.
- Review work prepared by junior staff for accuracy and completeness.
- Contribute to team training and development initiatives.
Qualifications
Education & Licensure
- Bachelor’s degree in Accounting or related field (required).
- CPA license or EA credential (strongly preferred; CPA candidates will be considered).
Experience
- Minimum of 3–5 years of public accounting experience focused on tax compliance and advisory.
- Strong knowledge of federal and state tax laws and regulations.
- Experience with small businesses, self-employed individuals, and complex tax structures preferred.
Technical Skills
- Proficiency in tax software (preferably UltraTax or similar).
- Solid understanding of accounting principles and financial statements.
Soft Skills
- Excellent analytical and problem-solving abilities.
- Strong interpersonal and communication skills.
- Detail-oriented with strong organizational skills and the ability to manage multiple deadlines
We are an equal opportunity employer and all qualified applicants will receive
consideration for employment without regard to race, color, religion, sex,
national origin, disability status, protected veteran status, or any other
characteristic protected by law.
At Metcalf & Company LLC, our mission is clear: to help our clients in their pursuit to live and to protect their best financial life. We offer personalized financial strategies, comprehensive advisory, and unwavering support to help our clients navigate the complex financial landscape. We are not just accountants; we are partners in their pursuit of financial prosperity. We’re here to empower our clients, build trust, facilitate fulfillment, and help create a long lasting legacy.
Salary :
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