Seasonal Tax Accountant

About Atrium:

What you do matters. As a people-centric organization, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team.

Client Overview:

Our client is a boutique ensemble wealth advisory firm committed to delivering proactive guidance, white-glove client care, and a collaborative team approach. The tax division is expanding, seeking a skilled and client-focused Seasonal Tax Accountant to support growth and help build infrastructure for an efficient, scalable tax experience.

Salary/Hourly Rate:

$25/hr – $35/hr

Position Overview:

The Seasonal Tax Accountant will prepare and review individual tax returns for financial planning clients while delivering a high-touch, educational, and proactive client experience. The ideal candidate demonstrates strong attention to detail, excellent communication skills, and a commitment to an exceptional, seamless tax process.

Responsibilities of the Seasonal Tax Accountant:

• Prepare and review individual federal and state income tax returns.
• Calculate and schedule estimated tax payments.
• Conduct a thorough documentation review and ensure accuracy in all filings.
• Serve as a primary point of contact for tax-related client questions.
• Explain tax outcomes, next steps, and planning opportunities in clear, simple language.
• Respond to IRS and state tax notices for individual clients.
• Research and resolve individual tax issues through correspondence and documentation.
• Maintain organized and compliant internal tax records.
• Perform tax research to ensure accurate filing positions.
• Stay current on changing federal and state tax regulations.
• Demonstrate proficiency in Drake Tax Software during the interview process.

Required Skills/Experience for the Seasonal Tax Accountant:

• 1 – 5 years of experience preparing individual tax returns using Drake Tax Software.
• Strong knowledge of federal and state tax laws.
• Experience with IRS correspondence and issue resolution.
• Excellent written and verbal communication skills.
• Strong attention to detail, accuracy, and organizational skills.
• Ability to work independently while contributing effectively to a team.
• Research-oriented and problem-solving mindset.

Preferred Experience/Skills for the Seasonal Tax Accountant:

• Experience working in a financial planning or advisory firm.
• Experience contributing to internal process development or tax infrastructure.
• Comfort recording short client-facing explanatory video messages.

Education Requirements:

• Bachelor’s degree in Accounting, Finance, or a related field is preferred.

Benefits:

• Atrium Care Package available upon eligibility (including healthcare plans, discount programs, and paid time off).

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As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO