Search open roles at our portfolio companies

Position Summary

We are seeking a skilled, detail-oriented, and bilingual (English/Spanish) Senior Tax Accountant to join our team in Philadelphia. In this role, you will be a key player in handling complex tax preparation, with a heavy focus on individual income tax returns (Form 1040s) for our diverse clientele. The ideal candidate will be a certified CPA (or actively pursuing licensure) who can confidently consult with clients in both languages, ensuring accuracy, compliance, and an exceptional customer experience.

Essential Duties And Responsibilities

• Prepare and review federal, state, and local individual tax returns (Form 1040s), including schedule C, D, and E filings.
• Conduct tax consultations and client interviews fluently in both English and Spanish to gather financial data and understand their unique tax situations.
• Provide proactive tax planning, strategies, and year-round advisory services to individuals and small business owners.
• Research complex tax issues, interpret tax laws, and ensure strict compliance with IRS regulations.
• Act as a primary point of contact for Spanish-speaking clients, translating complex financial terms into easily understood advice.
  
  

Qualifications

• Education & License: Certified Public Accountant (CPA) designation is highly preferred; candidate must possess a Bachelor's degree in Accounting or Finance.
• Language: Professional fluency in both English and Spanish (written and verbal) is required.
• Experience: 2+ years of dedicated tax preparation experience, with heavy proficiency in 1040s.
• Location: Must be local to Philadelphia and able to work daily out of our physical office.
• Proficiency with standard professional tax software and MS Excel.