Are you a seasoned tax professional with a knack for analyzing and resolving complex tax issues? We are looking for an experienced Tax Specialist to join our team, where you’ll play a crucial role in reviewing and preparing intricate tax returns for individuals and small businesses. This position offers the flexibility of working entirely remotely, making it an excellent opportunity for… professionals seeking work-life balance.
Key Responsibilities
Tax Return Review & Preparation: Conduct thorough reviews of complex tax returns, with light preparation of returns, including but not limited to 1065, 1120-S, 1120 (especially for real estate entities), 1040, and 1041.
Bookkeeping Review: Oversee the review of clients’ books, including closing books and making necessary periodic adjustments.
Ancillary Return Review: While not required, experience in reviewing ancillary returns such as 1099s, payroll, sales tax, and annual filing fees is a plus.
Engagement Management: Manage client engagements with minimal supervision, ensuring deadlines are met and quality is maintained.
Tax Planning & Advisory: Provide proactive tax planning services focused on identifying and implementing tax-saving strategies. This includes preparing tax projections and uncovering ongoing tax opportunities for clients.
Tax Research: Investigate complex tax issues and develop effective resolutions to address them.
Data Analysis & Problem-Solving: Utilize data analytics to solve tax-related problems and enhance client outcomes.
Client Communication: Maintain regular communication with clients and coordinate efforts with their other advisors to provide a seamless service experience.
Qualifications
Educational Background: Bachelor’s degree in Accounting is required. A Master’s degree in Taxation is a plus.
Professional Certification: CPA designation is preferred.
Experience: Minimum of 5 years of public accounting experience, specifically in taxation.
Skills
Strong organizational skills with the ability to prioritize multiple tasks.
Ability to work independently as well as collaboratively within a team.
Proficient in managing multiple workstreams simultaneously.
Advanced technology skills, including experience with Word, Excel, QuickBooks (online and desktop), Adobe Pro, CFS Payroll, and BNA.
Prior experience with CCH Axcess (or ProFx) and BNA is highly desirable.
Why Join Us?
In this role, you’ll have the autonomy to manage your workflow and the flexibility to work from anywhere. You’ll be part of a collaborative team that values innovation and professional growth. If you are passionate about providing top-notch tax services and thrive in a technology-driven environment, we’d love to hear from you!
Employment Type: Full-Time
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