Job Description: Senior Tax Associate
Responsibilities:
● High level of client communication and service maintaining a 2 business day response time
● Manage work (Tax Pipelines) of direct reports, identifying overdue tasks and stale jobs
● Gather, organize, and accurately prepare and/or review Federal and state tax returns for high net-worth individuals, real estate investors, and closely held businesses (i.e., corporate, partnership, and LLC)
● Review staff member work papers and provide feedback to ensure completeness and accuracy
● Mentor and train associates to develop technical and professional skills
● Prepare and review estimated tax/extension calculations for various entities and individual clients
● Research tax issues and draft technical correspondence, including communication with the IRS and other taxing authorities
● Review of client Quickbooks and financial statements; prepare and review adjusting journal entries
● Recommend other firm services to the benefit of the client. Ex: bookkeeping services, tax advisory etc.
● Hold phone calls or Zoom meetings with clients to discuss their tax situation or returns
Required Education and Experience:
● Bachelor's or Master's in accounting from an accredited college or university
● Working knowledge of tax preparation software, with specific experience in CCH Axcess preferred
● 2+ years of experience preparing 1040s, 1065s, and 1120-S tax returns
● 1 to 3 years of experience reviewing 1040s, 1065s, and 1120-S tax returns
● Experience preparing and reviewing returns for large partnerships and their K-1s
● Experience preparing and reviewing Schedule E, Form 8825, Schedule L and M
● Experience calculating improvement basis for real estate acquisitions
● Experience preparing and reviewing multiple state tax returns
● Experience with client resolution and tax planning
● Experience with Form 3115 and 481(a) adjustments
● Experience navigating IRC Sec. 469
● CPA or EA certification preferred
You're a Good Fit for Our Team if You're:
● Someone who is seeking to grow and be challenged professionally
● Able to manage multiple client engagements and multi-task efficiently
● Able to demonstrate excellent analytical, organizational, project management, oral and written communication skills
● Highly detail-oriented, disciplined, and a self-starter
● Able to Develop & maintain client relationships and identify planning opportunities for clients
● Someone who takes ownership of your work and your clients and drives projects to the finish line
● Able to prepare a minimum of 5 tax returns per day in a fast-paced, high-volume environment
Salary + Benefits:
● $70,000 to $95,000 base compensation (DOE), plus bonus
● 401(k) plan
● Work from home
● Unlimited PTO
● Health insurance
● Firm-sponsored continuing education
Please submit your resume and cover letter to [email protected] with "Truebooks Senior Tax Associate Position" in the subject line. In your cover letter, please indicate your salary history and the salary you are currently seeking.
We look forward to connecting with you soon!
Pay: $70,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Opportunities for advancement
- Paid time off
- Paid training
- Vision insurance
- Work from home
Work Location: Remote
