Overview
A private company specializing in real estate and family office tax responsibilities is seeking a new member to join their tax staff. The current team consists of five tax professionals and one administrative support person. The role involves preparing federal and multiple state tax returns primarily for LLCs/partnerships, trusts, and individuals. Additional responsibilities include estimate calculations, projections, fixed asset accounting, personal property tax, and business license reports. Workload is managed throughout tax season to minimize deadline pressures.
Responsibilities
- Review accounting records, prepare adjusting entries, and assemble complete workpaper files
- Prepare tax returns including Forms 1065, 1040, and 1041
- Prepare tax projections
- Conduct tax research as needed to resolve issues during preparation
- Maintain active communication with team members
- Perform all work in compliance with company policies and procedures
- Follow prescribed procedures, rules, and laws while identifying opportunities to streamline and improve processes and workflow
Requirements
- Current and active CPA certification
- Satisfactory background report
- Proficiency with Microsoft Office, especially Excel
- Proficiency with tax preparation software (currently using Thomson Reuters Workpapers and UltraTax)
- Minimum of three years of experience in public accounting or similar corporate/business tax roles
Compensation & Benefits
- Salary commensurate with experience and knowledge base
- Health, dental, and vision insurance
- 401(k) plan with employer contribution
- Paid time off
- Health Spending Account (FSA)
- Bonus opportunity
Location
Not specified