Summary
The ideal candidate will be responsible for analyzing and interpreting tax laws regulations and policies. Within the Tax department he/she will work in tax return preparation and filing to make sure clients adhere to all pertinent local state and federal tax regulations and obligations. This position will provide the candidate with the opportunity to grow his/her taxation knowledge and experience.
Main Responsibilities
- Prepare and perform due diligence on federal and state income and franchise tax returns for corporations partnership and limited liability companies.
- Prepare individual tax returns 1040 and 1040NR mainly.
- Calculate tax basis depreciation and amortization for tax returns tax reporting and tax projections.
- Prepare foreign tax returns includingand 8805.
- Prepare W-7 to apply for ITIN.
- Prepare 1099s FBAR Franchise Tax and Sales Tax reports.
- Prepare misc. federal tax forms and applications such as EFTPS EIN/SS-4 POA/2848 Election/8832&2553 installment agreement requests Form 843 change of address/8822 & any others as needed.
- Prepare misc. state tax forms and applications such as Franchise Tax questionnaires nexus reinstatements terminations TX formation & expansion & any others as needed.
- Calculate quarterly estimate tax.
- Assist with making estimated/balance due payments via available payment methods.
- Liaison with clients to resolve IRS inquiries adequately.
- Preparation and review of responses to various tax audits and notices.
- Coordinate with the Accounting department and other business lines as necessary.
- Develop proper tax support documentation.
- Collaborate with all tax department staff.
- Comply with tax professional standards and ethics.
- Perform clerical duties such as typing letters and memos to comply with agencies information requirements.
- Special projects and process improvement initiatives.
- Adhere to Jambrinas quality policy and abide by established standards and guidelines aimed at maintaining or improving the quality of products services or processes within the organization.
- Perform any other requested task as needed according to the role performed.
- Keep the focus on clients to build strong relationships foster loyalty and ultimately achieve long-term success.
Qualifications
- Bachelors degree in Accounting
- CPA candidate or interest in pursuing CPA (optional but preferred)
- Knowledge of individual and business tax returns (FormsS 1065 etc.)
- Familiarity with tax research and basic tax law concepts
- Experience with tax software (UltraTax is a plus)
- Strong Excel skills
- 12 years of tax preparation experience preferred
- Experience working in an accounting firm is a plus
Soft Skills required
- Strong attention to detail and accuracy
- Ability to manage deadlines in a fastpaced environment
- Clear written and verbal communication skills
- Willingness to learn and accept feedback
- Ability to work independently and collaboratively
- Strong organizational and timemanagement skills
- Comfortable interacting with clients and asking clarifying questions
- Willingness to work extended hours during tax season
Required Experience:
Manager
SummaryThe ideal candidate will be responsible for analyzing and interpreting tax laws regulations and policies. Within the Tax department he/she will work in tax return preparation and filing to make sure clients adhere to all pertinent local state and federal tax regulations and obligations. This ...
Summary
The ideal candidate will be responsible for analyzing and interpreting tax laws regulations and policies. Within the Tax department he/she will work in tax return preparation and filing to make sure clients adhere to all pertinent local state and federal tax regulations and obligations. This position will provide the candidate with the opportunity to grow his/her taxation knowledge and experience.
Main Responsibilities
- Prepare and perform due diligence on federal and state income and franchise tax returns for corporations partnership and limited liability companies.
- Prepare individual tax returns 1040 and 1040NR mainly.
- Calculate tax basis depreciation and amortization for tax returns tax reporting and tax projections.
- Prepare foreign tax returns includingand 8805.
- Prepare W-7 to apply for ITIN.
- Prepare 1099s FBAR Franchise Tax and Sales Tax reports.
- Prepare misc. federal tax forms and applications such as EFTPS EIN/SS-4 POA/2848 Election/8832&2553 installment agreement requests Form 843 change of address/8822 & any others as needed.
- Prepare misc. state tax forms and applications such as Franchise Tax questionnaires nexus reinstatements terminations TX formation & expansion & any others as needed.
- Calculate quarterly estimate tax.
- Assist with making estimated/balance due payments via available payment methods.
- Liaison with clients to resolve IRS inquiries adequately.
- Preparation and review of responses to various tax audits and notices.
- Coordinate with the Accounting department and other business lines as necessary.
- Develop proper tax support documentation.
- Collaborate with all tax department staff.
- Comply with tax professional standards and ethics.
- Perform clerical duties such as typing letters and memos to comply with agencies information requirements.
- Special projects and process improvement initiatives.
- Adhere to Jambrinas quality policy and abide by established standards and guidelines aimed at maintaining or improving the quality of products services or processes within the organization.
- Perform any other requested task as needed according to the role performed.
- Keep the focus on clients to build strong relationships foster loyalty and ultimately achieve long-term success.
Qualifications
- Bachelors degree in Accounting
- CPA candidate or interest in pursuing CPA (optional but preferred)
- Knowledge of individual and business tax returns (FormsS 1065 etc.)
- Familiarity with tax research and basic tax law concepts
- Experience with tax software (UltraTax is a plus)
- Strong Excel skills
- 12 years of tax preparation experience preferred
- Experience working in an accounting firm is a plus
Soft Skills required
- Strong attention to detail and accuracy
- Ability to manage deadlines in a fastpaced environment
- Clear written and verbal communication skills
- Willingness to learn and accept feedback
- Ability to work independently and collaboratively
- Strong organizational and timemanagement skills
- Comfortable interacting with clients and asking clarifying questions
- Willingness to work extended hours during tax season
Required Experience:
Manager
View more
View less