Tax Planner
Range · New York, NY · 5 mo ago
On-siteAccountingFull-time
Tax Planning Expert
We are seeking a highly skilled Certified Public Accountant (CPA) or Enrolled Agent (EA) specializing in individual tax planning and tax return review to join our dynamic team. If you are an individual tax planning expert with an interest in fintech, we want to hear from you.
Responsibilities
- Complete and file income tax returns for individuals (federal and state)
- Conduct Tax Research - stay up to date with laws and evolving tax regulations using tax research tools
- Create process flow and monitor tax return milestones with external Tax Preparation Partners
- Manage client files, organize workpapers and lead sheets
- Communicate effectively and discuss tax planning and tax return results with members
Requirements
- Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctorate (JD) or equivalent demonstrated tax expertise required
- Minimum of 2+ years of experience in tax compliance, tax preparation or similar role with a proven track record of managing tax responsibilities
- Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting
- Effective time management skills to prioritize multiple clients, manage deadlines to meet tax filing dates and internal product development
- Software proficiency. Able to use LaCerte, Proconnect, Google Workspace
- Bachelor’s degree in accounting, finance or related field
Qualifications
Additional certifications, or desire to obtain additional certifications are a plus.
Skills
- Expertise in individual tax planning and tax return review
- Ability to manage multiple clients and deadlines
- Knowledge of tax laws and regulations
- Strong communication and problem-solving skills
Benefits
Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
PTO
Top of Market Pay
Paid parental leave
In-person team & company events
Pay
Top of Market Pay
Schedule
Monday-Friday