Tax Preparation
- Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities
- Organize and review client-provided financial information, ensuring accuracy and completeness
- Use tax software and tools to input data, calculate tax liabilities, deductions, and credits
Research and Analysis
- Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines
- Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues
- Assist in preparing tax projections and estimates to guide clients in making informed financial decisions
Client Communication
- Communicate with clients to gather necessary information and address inquiries related to tax matters
- Assist in explaining complex tax concepts and implications to clients in a clear and understandable manner
- Collaborate with internal staff to provide timely updates and recommendations to clients on their tax situations
Compliance and Documentation
- Ensure adherence to tax regulations and deadlines, filing tax returns accurately and timely
- Maintain organized and comprehensive tax files and documentation for each client engagement
- Assist in tracking changes in tax laws and regulations and their potential impact on clients
Team Collaboration
- Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
- Support senior team members in complex tax projects, including audits and specialized tax services
- Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
Supervisory responsibilities
- None
Work environment
- Work is conducted in a professional office environment with minimal distractions
Physical demands
- Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
- Must be able to lift to 15 pounds at a time
Travel required
- Travel may be frequent and unpredictable, depending on client’s needs
Required education and experience
- Bachelor’s degree in accounting, finance, or a related field
- 2 – 3 years of relevant experience
- Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
Preferred education and experience
- Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
- Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
- Responsible for completing the minimum CPE credit requirement
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE AREUHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFERPOSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Top Skills
What We Do
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges.
As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
Firm Disclaimer
©2025 UHY LLP. ALL RIGHTS RESERVED.
“UHY” is the brand name under which UHY LLP and UHY Advisors, Inc. provide professional services. The two firms operate as separate legal entities in an alternative practice structure. UHY LLP is a licensed independent CPA firm that performs attest services. UHY Advisors, Inc. provides tax and business consulting services through subsidiary entities. UHY Advisors, Inc. and UHY LLP are U.S. members of Urbach Hacker Young International Limited (UHY International), a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. Any services described herein are provided by UHY Advisors, Inc. and/or UHY LLP (as the case may be) and not by UHY International or any other member firm of UHY International. Neither UHY International nor any member of UHY International has any liability for services provided by other members.
On this website, (i) the term "our firm", "we" and terms of similar import, denote the alternative practice structure conducted by UHY LLP and UHY Advisors, Inc. and its subsidiary entities, and (ii) the term "UHYI" denotes the UHY international network, in each case as more fully described in the preceding paragraph.









