Key Responsibilities
- Team Leadership & Development:
- Hire train lead coach and hold the tax team accountable.
- Mentor junior staff to ensure they grow their skills and career.
- Provide ongoing training and development for new and existing employees.
- Offer realtime feedback and conduct weekly 1:1s with team members.
- Foster a highperformance culture motivating the team to stay productive and
positive especially during peak seasons. - Assign projects review work and ensure deadlines are met with proactive
communication. - Conduct performance reviews and address conflicts as needed.
- Lead client kickoff meetings with the Sales Team to establish strong
relationships. - Ensure timely proactive communication with clients throughout the tax cycle.
- Tax Compliance & Advisory:
- Oversee the preparation and review of business and individual income tax returns.
- Lead research on complex tax strategies and issues outside of routine tax preparation.
- Assist with responses to tax notices liaising with taxing agencies as necessary.
- Manage sales tax filings and reporting to the state.
- Client Engagement & Consulting:
- Run or attend quarterly client meetings to review financial performance provide feedback and discuss tax projections.
- Review client business and personal income for quarterly estimated tax
calculations and provide advisory services as needed.
- Financial Reporting & Review:
- Prepare and review financial statements ensuring accuracy and compliance with regulatory requirements.
- Assist with the monthend preparation of board financial statements and reconciliation of workpapers.
- Additional Responsibilities:
- Organize and maintain the tax database ensuring all entries are recorded accurately in accounting & project management software platforms.
- Implement tax reduction strategies and provide accounting support to the team as needed.
- Perform other duties as assigned.
Qualifications :
- 8 years of Tax experience required with proven work experience as a Tax Senior/Tax Associate
- 3 years of Accounting Experience Required
- 2 years leading a team of remote employees
- CPA firm experience a must.
- Accounting and payroll knowledge
- Indepth knowledge of accounting principles financial regulations and tax laws.
- Must be a licensed EA or CPA
- Proficient in Accounting Software (such as QBO QBD) and Ultra Tax
- Proven ability to lead mentor and motivate a team in a professional setting.
- Strong background in compliance with local state and federal tax regulations.
- Experience with Project Management Software such as Asana Notion Monday
ClickUp a plus
Additional Information :
Benefits:
- Health insurance
- Vision
- Dental
- Life Insurance
- Simple IRA match 3 after a year; can contribute from Day 1
- Bonus discretionary
- PTO 38 hours of sick leave
- 3 to 4 weeks of vacation negotiable
- Will provide technology computer and phone
If you feel you have the necessary qualifications please forward a current copy of your resume and state your salary requirements.
Remote Work :
Yes
Employment Type :
Fulltime