Tax Staff

Role Overview

• Review accounting records, prepare adjusting entries, and assemble complete workpaper files
• Prepare federal and state tax returns (1065, 1040, 1041)
• Prepare tax projections and estimate calculations
• Fixed asset accounting, personal property tax, and business license reports
• Perform tax research as needed to address issues encountered in the preparation process
• Maintain active communications with co-workers
• Follow prescribed procedures, rules, and laws while being mindful of ways to streamline and enhance processes and workflow

Requirements

• Minimum 3 years in public accounting.
• 3+ years of current tax experience (with a family office or similar setup preferred).
• Complete a satisfactory background check
• Proficient with Microsoft Office, particularly Excel
• Proficient with UltraTax
• CPA not required; nice to have

Benefits

• This is a private company that offers minimal overtime
• A relaxed but professional, results-focused work environment
• Fully remote role
• Health, Dental and Vision Insurance
• 401(k) with firm contribution
• PTO
• Health Spending Account (FSA)
• Bonus opportunity