Overview
This role oversees day-to-day tax engagement execution, including review of complex tax returns and support for tax planning and compliance across a diverse client base. The position also provides guidance and coaching to senior and staff-level team members to ensure accuracy, quality, and timely delivery of work products, while identifying process improvements and staying current on evolving tax laws.
Responsibilities
- Review and prepare certain Federal and state income tax returns.
- Maintain an understanding of United States tax reform legislation and guidance.
- Navigate and utilize tax research tools and resources.
- Learn and/or perform tax research, writing, and analysis.
- Research and navigate Federal and state, Sales & Use, and Property tax matters.
- Review financial statements for accuracy and compliance.
- Prepare tax schedules, payments, and other reports as needed.
- Determine and provide solutions for complicated tax issues or erroneous tax filings.
- Assist with preparation of quarterly and annual tax reports.
- Ensure clients comply with federal, state, and local tax regulations.
- Supervise and mentor interns and Staff and Senior Staff Accountants.
- Help identify process improvements and maintain consistency in workpapers and deliverables.
- Stay current on evolving tax laws to support informed decision-making and compliance.
- Quickly learn various cloud-based software solutions.
Requirements
- 3–5 years of accounting experience.
- Bachelor’s degree in Accounting or related field.
- Knowledge of acceptable accounting practices and procedures.
- Experience with various tax theories and how to apply them.
- Client management experience.
- Ability to multi-task while working independently or within a group environment.
- Excellent problem-solving, critical thinking, and analytic skills.
- Proactive, self-motivated, organized, detail-oriented, and willing to learn.
- Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously.
- Proficient in Microsoft Office Suite (or similar), Adobe Acrobat, and accounting software (QuickBooks and UltraTax preferred).
Preferred Qualifications
- CPA license (or progress plan toward CPA license).
Compensation & Benefits
- Expected base compensation range: $90,000 - $120,000 annually.
- Final title and salary will be based on experience, scope, and overall qualifications.
- Comprehensive salary and benefits package, including performance-based incentives and growth opportunities.
- Flexible work environment with a flexible work location.
- Opportunities for growth and development in a rapidly growing organization.
- Supportive, collaborative, and team-oriented culture.
Location
- This position is remote; with a combination of in-office and travel as needed.
- Travel will be determined by management and/or client needs.