Job Description

The position is fully and permanently remote–no office time is required (but significant interaction with and support from colleagues is available). 

Details
Build relationships with small business clients, prepare and review returns, assisting on all business matters including tax, accounting, and other business situations as needed.  

Qualifications

• Bachelor in Accounting or related field
• 3 to 5 years of recent public accounting experience
• Prepare tax returns for individual, corporate, and fiduciary clients
• Review assigned tax returns for proper data entry and tax compliance
• Proactively develop solutions for tax issues
• Perform tax planning
• Perform some accounting work
• Maintain and improve client relationships
• Skilled at interacting with clients through whatever method the client prefers (email, phone, and Zoom)
• CPA preferred but will accept CPA in process or EA

Tech Stack:

• Ultra Tax - full TR Suite (Practice Management. Fixed Asset Module)
• QBO

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Job Description

A Day in the Life

• Meet with team in the morning to organize day/week
• Have meeting with other managers to discuss resource allocation/priorities
• Meet with client and their financial advisor to discuss retirement planning
• Train staff on how to do 1031 exchange in Lacerte
• Review work from Sr. Accountants
• Read new tax law bills and keep team updated

Core Responsibilities for Clients

• Takes the lead on high-level technical work for clients
• Effective decision maker that can handle making
  • Judgment calls on how to handle touch relational or technical situations
  • Can determine and back up their interpretation of a technical issue
• Reviews work performed by senior accountants for quality assurance
• Supports senior accountants' oversight of staff accountants through work review and coaching
• Maintains knowledge of acceptable accounting practices and procedures
• Performs other related duties and project work as assigned

Core Responsibilities for the Firm

• Manage between $350,000-600,000 of client work
• Identify when processes need to be updated for more efficiency, clarity, or increased customer service
• Effectively communicates with team members regarding work expectations, timing, and overall capacity
• Develop deep relationships with our clients to understand their needs and which services are best suited for them now and in the future
• Develop professional relationships with team members to support, mentor and grow professional soft skills

Qualifications

• Must have CPA license or EA
• Pro Advisor Certification would be a plus
• Experience and comfort utilizing cloud-based accounting software and tools like Notion, Slack, as well as Microsoft Office Suite (Excel, Outlook, and Word)
• Experience with managing and developing junior accounting team members
• Demonstrated client retention experience
• Business Development and cross selling of firm services experience
• High level of curiosity
• Ability to uphold values with team members and clients
• Ability to have hard conversations professionally with team members and clients
• Expert technical accounting skills, overall generalist or subject matter expert
• Garners respect from team members and clients

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Job Description

• Provide sales and use tax services on a monthly basis
• Translate and import client sales and use tax data
• Prepare and review standard and customized reports
• Manage and apply eligible credits
• Prepare and manage monthly cash requests
• Reconcile payments made on behalf of client and cash received from client
• Assist client with reconciling their GL
• Maintain an accurate client tax calendar
• Prepare and transmit accurate and timely sales and use tax returns to jurisdictions in accordance with the client tax calendar
• Communicate proactively with client
• Respond to client’s specific sales and use tax questions and requests
• Resolve all sales and use tax-related jurisdictional matters.

Qualifications

• Bachelor’s Degree in Accounting
• CPA, CMI, OR 5+ years S&U tax compliance experience
• Comfortable with working part-time
• Client-first, white glove service mentality

Required: (must have the following)

• Dedicated home office workspace
• Reliable high-speed internet connection
• Active office or cellular telephone
• Laptop with Windows 10 Operating System and minimum i5 processor, 8GB RAM
• Printer, scanner

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Job Description

Qualifications

Tax Senior and Tax Manager - Insurance Niche:

• Must have preparation of insurance company tax return experience.
• Experience with forms: 1120-PC, 1120 L, ASC 740, SSAP 101
• Experience preparing more complex multi-state, consolidated corporation, partnership, and individual tax returns
• Prepare and/or review returns 
• Deliver tax services
• Strong computer skills and knowledge of this tech stack helpful: ProSystems FX, CCH engagement, Go Systems, One Source, Fast Tax
• Bachelor’s degree in accounting or related field
• MA in Taxation preferred, not required
• CPA license or on track to obtain (EA license is acceptable)
• 3-5 years of recent public accounting experience
• Insurance industry experience a plus
• Ability to prioritize effectively, multi-task, handle multiple assignments, and thrive with minimum supervision
• Excellent written and verbal communication and interpersonal skills
• For Tax Manager same skills as listed below under Tax Manager skill set.

Tax Accountant - $68K - $78K

• Deliver tax services
• Strong computer skills and knowledge of this tech stack helpful: ProSystems FX, CCH engagement, Go Systems, One Source, Fast Tax
• Bachelor’s degree in accounting or related field
• MA in Taxation preferred, not required
• CPA license or on track to obtain
• 3-5 years of recent public accounting experience
• Construction, Real Estate, Pro Athletes, Manufacturing, Distribution, Insurance industry experience a plus
• Ability to prioritize effectively, multi-task, handle multiple assignments, and thrive with minimum supervision
• Excellent written and verbal communication and interpersonal skills

Senior Tax Accountant - $78K – 93K

• All the above
• Experience preparing more complex multi-state, consolidated corporation, partnership, and individual tax returns
• some tax return review

Tax Manager, CPA – 109K – 132K

• All the above
• Preparing and reviewing complex multi-state, consolidated corporation, partnership, and individual tax returns.
• Work with other members of the tax practice to develop and sustain excellent client relationships
• Advise clients on a full spectrum of individual, partnership, corporate, and trust and estate tax services.
• Participate in the calculation and analysis of tax strategies for clients
• CPA license required
• Previous experience supervising and training staff
• Ability to self-direct, effectively organize, prioritize, and manage multiple engagements under tight deadlines

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Job Description

Qualifications

What makes you a fit for this role?

• Must be CPA licensed (active)
• 5+ years of recent experience in public accounting that includes working in a paperless environment, reviewing complex returns, researching complex tax issues, managing client engagements, supervising project teams, and collection of accounts receivable
• Experience reviewing complex 1065’s, preferably real estate/construction clients; 1031 exchanges; special allocations; cost segregation studies; and analysis of partnership agreements
• Excellent communication skills
• Proven ability to give and receive positive and constructive feedback
• Organized, detail-oriented, and good problem-solving skills
• Ability to adopt new/changing technology; adept at using MS Office (Word, Excel, Outlook, Teams) and tax software (preferably CCH Axcess & Engagement)
• Collaborative approach to getting work done, shares knowledge, and seeks knowledge of others as appropriate

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Job Description

• Review accounting records, prepare adjusting entries, and assemble complete workpaper files
• Prepare federal and state tax returns (1065, 1040, 1041)
• Prepare tax projections and estimate calculations
• Fixed asset accounting, personal property tax, and business license reports 
• Perform tax research as needed to address issues encountered in the preparation process
• Maintain active communications with co-workers
• Follow prescribed procedures, rules, and laws while being mindful of ways to streamline and enhance processes and workflow

Qualifications

• Minimum 3 years in public accounting.
• Complete a satisfactory background check
• Proficient with Microsoft Office, particularly Excel
• Proficient with UltraTax
• CPA not required; nice to have

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