Job DescriptionJob DescriptionDescriptionWe are seeking a highly motivated and technically proficient Tax Preparer with heavy business tax preparation experience to work on complex tax preparation for our clients. The ideal candidate will be a knowledgeable tax professional with experience preparing personal and business tax returns, conducting tax research, and communicating with clients. A key focus of this role will be to prepare complex business tax returns involving a variety of entity structures. The position will work with other members of the Tax Preparation department, under the direction and supervision of the Tax Manager.
Minimum Qualifications3-6 years of experience in tax preparation, with increasing responsibility and complexityBachelor’s degree in Accounting, Finance, Taxation, or a related field; Master’s degree in Taxation is a plusAdvanced qualification (e.g. CAP, EA) in progress is required, completion is preferredFamiliarity with efficiency, workflow, communication, and tax preparation software (G-Suite, CRM platforms, UltraTax, etc.)Knowledge of corporate and personal tax planning strategiesAdditional experience in accounting, finance advisory, and/or consulting services
Key ResponsibilitiesPrepare and manage federal, state, and local tax returns for a diverse client portfolio, with primary emphasis on Partnerships (Form 1065) , S-Corporations (Form 1120-S), C-Corporations (Form 1120), and complex individual (Form 1040) returns, various schedules, and workpapersPerform review of less complex business and individual returns prepared by offshore teams, ensuring technical accuracy, consistency, and complianceConduct detailed tax research on complex technical issuesPrepare responses to notices from federal and state taxing authorities and assist with tax audit supportOwn client engagements from document collection to final filing, managing deadlines and coordinating with internal teams for project supportProvide guidance and technical support to other team membersMaintain professional client relationships, gather necessary data efficiently, and clearly communicate tax implications and filing statusContribute to company Knowledge Base for client FAQS and company Best Practices
Skills, Knowledge and ExpertiseAbility to manage projects independently and take responsibility for complex outcomesExceptional attention to detail in a high-volume, deadline-driven environmentProven ability to communicate complex tax issues both verbally to clients and in writing in research memos and review notesDemonstrated ability to improve and streamline existing workflow processesSkill in effectively managing communication and issue resolution with external teams (e.g. offshore partners)High ethical standard, conducts self with honesty and integrity
BenefitsRemote workMedical, dental, vision, life, and voluntary life insurance401(k) with company matchPaid vacation and sick daysPaid holidaysContinuing educationTeambuilding events
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