Overview
This position supports tax compliance and advisory services across a range of entities and tax requirements, including preparation, review, and responses to notices and audits. Work includes managing multiple projects and meeting strict deadlines.
Responsibilities
- Prepare and review complex tax returns for a variety of entities, including:
- Individual (resident and non-resident)
- C and S Corporations
- Partnerships
- Fiduciary returns
- Gift tax returns
- Single Member LLC
- Foreign Bank Account Report
- Exempt Organizations and Private Foundations
- Review Business License, Property Tax, and Sales & Use tax returns
- Prepare and review tax adjusting journal entries for clients’ books and records
- Prepare and review quarterly tax estimates and year-end individual projections and business closeouts
- Prepare and review tax basis schedules
- Respond to IRS and state taxing authority notices and audits
- Serve as the point of contact for various non-business management tax clients and business management affiliates
- Prepare and review Forms W-2, 1099, and 1042 as necessary
- Conduct tax research
- Develop procedures, processes, and templates to establish best practices
Requirements
- Bachelor’s degree
- Certified Public Accountant (CPA) license
- 7-15 years of tax experience
- Accounting proficiency
- Proficiency with Tax Preparation and Projection Software (Prosystem FX & BNA preferred)
- Proficiency with Excel and Word
- Excellent verbal and written communication skills
- Personable, positive, and enthusiastic attitude
- Ability to oversee multiple projects and meet strict deadlines
- Ability to work with a variety of personalities
- Initiative and strong problem-solving skills
Compensation & Benefits
Not specified in the provided description.
Location
Not specified in the provided description.