Provides expert tax planning, compliance, and return preparation for individual clients, collaborating with financial planners to optimize strategies. Requires CPA/EA, 2+ years experience, and proficiency in tax software.
Salary not listed
On-site2+ YOEFinance & Accounting
About the role
Responsibilities
Complete and file income tax returns for individuals (federal and state)
Conduct tax research - stay up to date with laws and evolving tax regulations using tax research tools
Create process flow and monitor tax return milestones with external Tax Preparation Partners
Manage client files, organize workpapers and lead sheets
Communicate effectively and discuss tax planning and tax return results with members
Requirements
Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctorate (JD) or equivalent demonstrated tax expertise required
Minimum of 2+ years of experience in tax compliance, tax preparation or similar role
Knowledge of complex individual tax situations including Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting
Effective time management skills to prioritize multiple clients and manage deadlines
Software proficiency: LaCerte, Proconnect, Google Workspace
Bachelor’s degree in accounting, finance or related field
Nice-to-Haves
Additional certifications, or desire to obtain additional certifications
Benefits
Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
PTO
Top of Market Pay
Paid parental leave
In-person team & company events
Skills
LacerteProconnectGoogle WorkspaceTax Research ToolsFbar ReportingTax ComplianceTax Preparation
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