Remote Tax Staff (KB906516)

Job Description

Review accounting records, prepare adjusting entries, and assemble complete workpaper files.
Prepare federal and state tax returns (1065, 1040, 1041)
Prepare tax projections and estimate calculations
Perform fixed asset accounting, personal property tax, and business license reports
Perform tax research as needed to address issues encountered in the preparation process
Maintain active communications with co-workers
Follow prescribed procedures, rules, and laws while being mindful of ways to streamline and enhance processes and workflow

Requirements

• A minimum of 3 years in public accounting
• Minimum of 3 years of current tax experience (with a family office or similar setup preferred)
• Complete a satisfactory background check
• Proficient with Microsoft Office, particularly Excel
• Proficient with UltraTaxCPA (not required but nice to have)

Benefits

• Minimal overtime
• Relaxed but professional, results-focused work environment
• Full remote role
• Health, Dental, and Vision Insurance
• 401(k) with firm contribution
• Health Spending Account (FSA)
• Bonus opportunity