Tax Professional

<Job Overview>
We are seeking a dynamic and detail-oriented Tax Professional to join our team and drive excellence in tax compliance, planning, and consulting. This role offers an exciting opportunity to leverage your expertise in tax regulations, financial analysis, and accounting principles to support our clients’ financial success. As a key contributor, you will navigate complex tax scenarios, ensure regulatory adherence, and provide strategic insights that help clients optimize their tax positions. Your energetic approach and strong technical skills will empower you to thrive in a fast-paced environment dedicated to delivering exceptional service.

<Duties>

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, estates, and trusts with precision and efficiency.
• Conduct comprehensive tax research on issues such as estate planning, securities law, LIHTC (Low-Income Housing Tax Credit), and corporate accounting standards like GAAP (Generally Accepted Accounting Principles).
• Assist clients with tax planning strategies including mergers & acquisitions, asset management, and private equity investments to maximize savings and compliance.
• Perform detailed analysis of financial statements, including balance sheet reconciliation, general ledger accounting, and financial report interpretation to inform tax strategies.
• Support regulatory reporting requirements and ensure adherence to SOX (Sarbanes-Oxley Act) controls for publicly traded companies.
• Utilize advanced accounting software such as QuickBooks, Sage, Xero, and other financial tools for bookkeeping, account reconciliation, payroll processing, and financial statement preparation.
• Collaborate with cross-functional teams on audits, internal controls, and compliance initiatives to uphold the highest standards of accuracy and integrity.
• Provide guidance on wills, trusts & estate law matters related to estate planning and succession strategies for high-net-worth clients.

<Requirements>

• Bachelor’s degree in Accounting, Finance or related field; CPA certification preferred.
• Proven experience in tax accounting with a strong background in tax experience across various sectors including public accounting or corporate finance.
• Deep understanding of GAAP standards, financial concepts such as debits & credits, double entry bookkeeping, and regulatory requirements like SOX.
• Proficiency with accounting software including QuickBooks, Sage, Xero or similar tools; familiarity with financial software for analysis and reporting is essential.
• Strong analytical skills with the ability to interpret complex financial data accurately.
• Knowledge of specialized areas such as estate planning, securities law, non-profit accounting, and LIHTC is highly desirable.
• Excellent communication skills for preparing detailed financial report writing and presenting insights clearly to clients or internal teams.
• Ability to manage multiple priorities effectively in a fast-paced environment while maintaining meticulous attention to detail. Join us if you’re passionate about combining technical expertise with innovative solutions to help clients navigate the complexities of tax laws while building a rewarding career in financial services!

Job Types: Full-time, Part-time, Seasonal, Contract

Pay: $30,069.00 - $150,039.00 per year

Benefits:

• On-the-job training
• Opportunities for advancement
• Work from home

People with a criminal record are encouraged to apply

Experience:

• Tax preparation: 1 year (Required)

Ability to Commute:

• Remote (Required)

Work Location: Remote