Description

We are looking for a Senior Tax Accountant to join our fun & energetic team. We are not your typical, old-school accounting firm. We believe in work-life balance and no crazy long hours during tax season. We offer a very flexible schedule and a low-stress environment. No billable hours, no working on weekends!

To succeed in this role, you should show interest in following changes to tax regulations and laws and have a strong attention to detail. Excellent time management skills are essential, as you’ll have to ensure that we meet tight deadlines. Senior Tax Accountant responsibilities include organizing and maintaining records of tax documents, communicating with clients, and preparing tax returns for individuals and businesses. Ultimately, you should be able to recommend tax strategies that comply with laws and promote our clients' financial well-being.

Requirements

Responsibilities

• Prepare tax returns for individuals and businesses (1040, 1065, 1120, 1120S)
• Prepare 1099s
• Organize client documents and create structured workpapers
• Meet virtually with clients and recommend tax strategies that align with clients' goals
• Effectively communicate with clients to share tax returns and information
• Identify tax savings and suggest ways to decrease clients' tax liability
• Calculate quarterly tax estimates for clients
• Follow industry trends and track changes related to taxes
• Complete monthly bookkeeping engagements using QuickBooks Online
• Prepare and file sales tax returns
• Hire and manage a bookkeeper to assist you with bookkeeping tasks

Skills

• Active CPA license is required
• Proven work experience as a Tax Preparer
• Knowledge of accounting and bookkeeping procedures
• Familiarity with Quickbooks Online and UltraTax
• Computer literacy
• Excellent analytical and time management skills
• Strong communication and customer service skills. Must be comfortable calling clients and meeting with them virtually to discuss tax matters.
• Keen attention to detail