Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Tax Preparation Tax Consulting Income Tax Tax Statistics Income Tax Tax Accounting Accounting Software International Taxation Fiduciary Accounting Community Advocacy +1 more

Other Skills

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Microsoft Excel
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Microsoft Word
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Microsoft Outlook
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Leadership Development
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Resourcefulness
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Teamwork
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Verbal Communication Skills
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Self-Motivation

Roles & Responsibilities

CPA and/or Enrolled Agent license (or in the process of obtaining)
3+ years of recent experience in tax and tax accounting
Excellent verbal and written communication skills
Proficiency with Microsoft Office applications (Word, Excel, Outlook)

Requirements:

Prepare complex tax returns for businesses (Forms 1120, 1120-S, 1065), individuals (Form 1040) and trusts (Form 1041)
Prepare tax projections/estimates as necessary
Research tax questions and interface with IRS and other tax agencies regarding client issues and audits
Collaborate with firm staff to provide timely, high-quality client service

Job description

Our client, a boutique tax firm serving clients from many professions and fields that focuses on complex tax issues, is seeking an Experienced Tax Senior / Preparer who is a resourceful and motivated CPA (or EA) to be the next successful member of their growing firm. Their focus is serving clients for all their tax needs in addition to being a trusted advisor.

Job Description

Prepare complex Tax Returns of varying complexities for businesses (Forms 1120, 1120-S, 1065). individuals (Form 1040) and trusts (Form 1041).
Prepare tax projections/estimates as necessary.
Research tax questions as necessary
Interface with IRS and other tax agencies regarding client issues and audits.
Collaborate effectively and efficiently with all firm employees
Provide timely, high quality client service.

Requirements

Required Qualifications:

CPA and/or Enrolled Agent license (or in the process of obtaining)
3+ years of recent experience in tax and tax accounting.
Excellent verbal and written communication skills.
Proficiency using Microsoft Office applications (Word, Excel, Outlook)

Desired Qualifications:

Experience using QuickBooks and Lacerte Tax software.
Experience with Fiduciary Tax Returns
Experience with Individual International Taxes

Benefits

401(k)
401(k) matching - 401(k) (firm contribution after one year)
Continuing education credits
Dental insurance
Flexible schedule
Health insurance
Health savings account
Paid Time Off
5 Days off after tax season (office closed!)
Paid Holidays
Paid Sick Time
Work from home
Professional development through ongoing education and additional certifications
Firm pays CPA & professional licensing/ testing fees
Reimbursement for related educational expenses
Opportunity for participation and contribution to firm growth and development
Opportunity for leadership development and community outreach
Annual discretionary bonus