Job Overview
We are seeking a dynamic and detail-oriented Tax Professional to join our team! In this pivotal role, you will leverage your expertise in tax regulations, accounting principles, and financial analysis to ensure accurate tax compliance and strategic planning. Your energetic approach will drive efficient tax reporting, support complex financial transactions, and contribute to the overall financial health of our organization. This is an exciting opportunity for a motivated individual passionate about tax law, accounting software, and financial concepts to make a meaningful impact within a collaborative environment.
Duties
- Prepare and review federal, state, and local tax returns with precision, ensuring compliance with current tax laws and regulations.
- Conduct detailed analysis of financial statements, including balance sheets, income statements, and cash flow reports, to support tax planning strategies.
- Assist with estate planning initiatives by advising on wills, trusts, and estate law to optimize client wealth transfer strategies.
- Support mergers & acquisitions by performing due diligence, financial analysis, and integration of accounting records following GAAP standards.
- Reconcile accounts such as general ledger accounts, bank statements, and asset management records to ensure accuracy and completeness.
- Utilize accounting software like QuickBooks, Sage, Xero, or similar tools for bookkeeping, financial report writing, and regulatory reporting.
- Collaborate with internal teams on SOX compliance (Sarbanes-Oxley Act) requirements and internal controls to safeguard organizational assets.
- Provide insights into financial report interpretation and assist in budgeting processes for various departments or clients.
Requirements
- Proven experience in tax accounting combined with a solid understanding of financial concepts such as debits & credits, double entry bookkeeping, and GAAP standards.
- Strong knowledge of estate planning, wills & trusts law, securities law, and non-profit accounting is highly desirable.
- Proficiency in accounting software including QuickBooks, Sage, Xero or similar platforms; experience with financial software is essential.
- Demonstrated ability in auditing procedures, account reconciliation, financial analysis, and regulatory reporting.
- Excellent analysis skills with the ability to interpret complex financial data accurately.
- Familiarity with payroll processing, accounts payable management, budgeting techniques, and asset management practices.
- Strong communication skills for preparing detailed financial reports and explaining technical accounting concepts clearly.
- Relevant certifications such as CPA (Certified Public Accountant), EA (Enrolled Agent), or equivalent are preferred but not mandatory.
- Must have your own PTIN
Join us as a Tax Professional where your expertise will empower our organization’s financial success! We value energetic individuals eager to grow their career in a fast-paced environment that champions innovation in finance and compliance.
Please send all resumes to [email protected]
Pay: From $45,000.00 per year
Benefits:
- On-the-job training
- Professional development assistance
- Work from home
Work Location: Remote
