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Enrolled Agent; Long Beach, CA
CS TOMASI Inc. is seeking an Enrolled Agent to prepare tax returns. Can work on an independent basis or become salaried depending on extent of involvement with our company.

Responsibilities would include:
• Preparing business & individual tax returns
• Working with Drake, Excel, and Word software
• Handling tax notices/IRS correspondence
• Meeting with clients and determining work that will be done
• Researching and explaining tax regulations and requirements for clients

Qualifications:
• Enrolled Agent
• Minimum 1 year of experience preparing and completing tax returns

CS TOMASI Inc. is a client centric accountancy corporation providing tax, accounting, and payroll services to individuals and small businesses. Located in Long Beach, CA, CS TOMASI was first established in 1994 and later incorporated in 2000. Establishing client relationships is our top priority. Original clients are still with us.

Please send inquiries to:
Clientcare@cstomasi.net
Tax Manager - Carlsbad, CA
Manager - Tax Planning and Preparation

This individual will lead and manage multiple tax engagements to deliver quality tax services for our clients. This position offers excellent opportunities for leadership and career advancement to the right candidate.

The Financial Team, Inc., a progressive twenty-two year old financial planning and tax preparation firm seeks a Tax Manager to oversee our tax practice and ensure ongoing excellence in client service. We are looking for an entrepreneurial, ambitious CPA or EA who is ready to take the lead within our Carlsbad, CA office.

This is not a “seasonal” position and we are not your typical firm!! We are a year-round, dog-friendly planning and financial services firm. Our core offerings are full financial planning, portfolio management, investment real estate options as well as and life and long term care insurance planning. Our tax preparation client base is comprised of approximately 250 households and our financial planning services are provided to an additional 200 families who partner with us for year-round financial guidance. Our team is committed to providing a rich client experience in a fun, collaborative environment.

Principal job responsibilities include:
• Preparing and overseeing tax plans and tax returns
• Reviewing financials
• Consulting and communicating with clients
• Assisting with implementation of new technologies

Desired credentials, experience and skills include:
• Licensed CPA or Enrolled Agent
• 5-7+ years of tax preparation experience including 1040s with a heavy Schedule C and E client needs is a must along with 1120, 1065, 1041s a plus

• Auditing all tax return forms for accuracy and completeness before final submission
• Experience with Intuit Pro-Connect, Lacerte, Drake, QBO, Citrix Sharefile, MS Office especially Excel and Word

• Ability to work flexible hours including evenings and weekends during heavy periods of need
• Strong written and verbal communication skills including researching tax related questions and issues while responding to clients appropriately and within a timely manner.
• Approachable, innovative thinker who is detail oriented with ability to multi-task. not a clock-watcher who and who wants to grow into being a strong team leader capable of taking full responsibility for the client experience when it comes to tax services•Ability to work independently; organize and prioritize your work.


If you have been wanting to run your own show in an integrated team-based financial services environment …. but don’t have time to start from scratch, this opportunity would be just right for you.


The career path provides an initial base salary with profit sharing opportunity along with long-term equity participation in the firm a high potential..


Please send your resume and cover letter with salary expectations for confidential consideration to:

plan@thefinancialteam.com

If you want to stand out from your peers, address your cover letter to our four legged office manager….you may need to do a little research to find out just who that might be!
Career Opportunity - Mgr - Tax Planning and Preparation Carlsbad, CA
This individual will lead and manage multiple tax engagements to deliver quality tax services for our clients. This position offers excellent opportunities for leadership and career advancement to the right candidate.

The Financial Team, Inc., a progressive twenty-two year old financial planning and tax preparation firm seeks a Tax Manager to oversee our tax practice and ensure ongoing excellence in client service. We are looking for an entrepreneurial, ambitious CPA or EA who is ready to take the lead within our Carlsbad, CA office.

This is not a “seasonal” position and we are not your typical firm!! We are a year-round, dog-friendly planning and financial services firm. Our core offerings are full financial planning, portfolio management, investment real estate options as well as and life and long term care insurance planning. Our tax preparation client base is comprised of approximately 250 households and our financial planning services are provided to an additional 200 families who partner with us for year-round financial guidance. Our team is committed to providing a rich client experience in a fun, collaborative environment.

Principal job responsibilities include:
• Preparing and overseeing tax plans and tax returns
• Reviewing financials
• Consulting and communicating with clients
• Assisting with implementation of new technologies

Desired credentials, experience and skills include:
• Licensed CPA or Enrolled Agent
• 5-10 years or more of tax preparation experience including 1040s with heavy Schedule C and E client needs along with 1120s, 1065, 1041s a plus)

• Auditing all tax return forms for accuracy and completeness before final submission
• Experience with Intuit Pro-Connect, Lacerte, Drake, QBO, Citrix Sharefile, MS Office especially Excel and Word

• Ability to work flexible hours including evenings and weekends during heavy periods of need
• Strong written and verbal communication skills including researching tax related questions and issues while responding to clients appropriately and within a timely manner.
• Approachable, innovative thinker who is detail oriented with ability to multi-task. not a clock-watcher who and who wants to grow into being a strong team leader capable of taking full responsibility for the client experience when it comes to tax services•Ability to work independently; organize and prioritize your work.


If you have been wanting to run your own show in an integrated team-based financial services environment …. but don’t have time to start from scratch, this opportunity would be just right for you.


The career path provides an initial base salary with profit sharing opportunity along with long-term equity participation in the firm a high potential..


Please send your resume and cover letter with salary expectations for confidential consideration to:

plan@thefinancialteam.com

If you want to stand out from your peers, address your cover letter to our four legged office manager….you may need to do a little research to find out just who that might be!
Full Service Accounting and Tax Professional
The team at Cumberland Financial Group, Inc. is seeking a full time colleague who enjoys working with people.
 
Responsibilities include:
*Closing books on a monthly, quarterly, or annual basis
*Preparing business & individual tax returns
*Working with QuickBooks, Excel, and Word
*Handling tax notices/IRS correspondence
*Providing tax planning needs as well as tax saving wealth management opportunities
*Meeting with potential clients and determining work to be done
*Researching and explaining tax regulations and requirements for clients
 
Qualifications:
CPA or EA preferred
Minimum 2 years' experience preparing and completing tax returns
 
Cumberland Financial Group, Inc. is located near the square in Marietta.   We have three principals and a team of nine colleagues.   We have a low stress, welcoming, respectful, family-friendly work environment.   We have build great relationships with our clients by frequently exceeding their expectations and by completing accurate work in a timely manner.   This position is a perfect opportunity for someone who has the qualifications above but desires a more flexible schedule or a position in an office with less stress than most firms.
 
Contact Susan Jicha at sjicha@cumberlandfinancial.com
Tax Processing Supervisor

Security Finance is looking for an Enrolled Agent.

Job Summary:

Under general supervision, supervises seasonal staff during tax season.  Creates, reviews, and administers tax trainings in the off season.

 

Job Requirements :

·         At least two tax filing seasons with 1040 Tax Services OR equivalent tax processing experience

·         Advanced knowledge of Individual Income Tax Law

·         Working knowledge of IRS Electronic Filing procedures

·         Accounting experience preferred

·         Excellent verbal and written customer service and communication skills

·         Computer literate with strong Excel  and Word skills

·         Seasonal travel required for regional site trainings

·         Able to train and directly supervise seasonal staff

Able to train large in a regional training setting Meet IRS requirements to obtain and maintain a PTIN and participate in e-Services as a “responsible official” as defined by the IRS

 

If you are interested please click:  https://careers-security-finance.icims.com/jobs/1525/tax-processing-supervisor/job?mobile=false&width=1140&height=500&bga=true&needsRedirect=false&jan1offset=-300&jun1offset=-240

Tax Researcher

Are you interested in joining the NATP team as a Tax Researcher?   Our top-notch researchers delve into and answer federal tax questions by telephone, fax, and written correspondence.  Researchers must have proficiency in a variety of computer software platforms, and be able to use multiple technical tools in researching answers, including Internal Revenue Code, Regulations, CCH, RIA, PPC, and Tax Court cases.        

The ideal candidate for this position will enjoy challenges and diversity in the work day.  He/she will be passionate -and knowledgeable- about tax code, regulations, theory and practice applicable to all areas of federal tax law.

If you’d like to learn more about this position, please send inquiries to:
HRD@natptax.com






Part-Time Tax Accountant
Seeking an experienced tax professional to join sole practitioner office (located in Flossmoor) for the 2017 tax season with the opportunity for ongoing contracting work throughout the year. Weekly hours estimated at 20-25 weekly starting in mid-February through mid-April. Perfect for retirees, students, stay-at-home parents.

JOB DESCRIPTION:

Responsible for preparing complete and accurate tax returns. Duties include, but are not limited to:

•Completing all related tax forms in accordance with policies and in compliance with legislation and regulations.

•Auditing all tax return forms for accuracy and completeness prior to submitting to CPA for final review.

•Researching tax related questions and issues while responding to clients appropriately and within a timely manner.

•Maintaining a professional positive image.

•General administrative duties and assistance as needed.

MUST HAVE QUALIFICATIONS :

•Ability to work flexible hours including weekends.

•Associate or Bachelor Degree (Business, Accounting or Management ideal)

• MUST HAVE 2-3+ recent years experiencing completing form 1040 and most federal schedules.

•Knowledge of preparing forms 1120, 1120S or 1065

•Pleasant personality, strong verbal and written communication skills.

•Knowledge and experience with a Windows based computer system.

•Ability to work independently; organize and prioritize your work.

•Background check will be conducted.

IDEAL QUALIFICATIONS:

•Knowledge of ProSeries tax preparation software.

•Experience working with QuickBooks and Microsoft Excel.

•General bookkeeping or accounting knowledge.

-Enrolled Agent or CPA with tax experience preferred

-$20-$25 hourly DOE

PLEASE DO NOT APPLY IF YOU DO NOT HAVE TAX PREPARATION EXPERIENCE.

Our firm is an equal opportunity employer.

Job Type: Part-time

Job Location:

Flossmoor, IL 60422
Required education:

Associate
Required experience:

Tax Preparation: 2 years

Contact:
708-248-7090
Director/Manager Corporate Tax
Division and Unit Overview

Position Summary

Reporting to the Chief Financial Officer, the Director/Manager-Corporate Tax is primarily responsible for successfully and proactively managing and ensuring that tax returns, payments and deposits are filed accurately and on a timely basis. Critical to this role is the development of and implementation of the optimal tax strategy for the Company.

Dimensions: List budgets (the budget(s) that this job impacts), number of staff and any other scope data relevant to the job.

Work design: Manages a unit or function that is part of a larger function. Follows established organizational policies. Develops procedures; recommends policies. Decisions involve translating the Division's goals and objectives into unit objectives, defined work assignments and projects; conducting and implementing actions; and short-term planning.

Position Accountabilities

• Develop and direct tax policy.
• Perform research and effectively apply tax laws and regulations to the Company's situation.
• Develop strategy and engage in tax planning to identify and achieve tax savings throughout the Company.
• Coordinate and handle audits from government, outside independent and internal auditors.
• Respond to taxing authority notices and effectively resolve issues in a timely and cost effective manner.
• Work in coordination with the HR and Finance departments to identify and capture tax deductibility in connection with all compensation and benefit programs.
• Ensure all necessary tax reporting to the CFO is completed in a timely fashion and according to standard procedures.
• Direct and oversee tax collections for the company's regulatory rate filings.

Required Skills:

Education/Experience/Technological Knowledge
• Bachelor's degree from a four year college/university in accounting or finance.
• MBA or Master's degree in a financial discipline.
• Certification as a Certified Public Accountant.
• Ten plus years experience in tax accounting/planning positions with increasing levels of responsibility.
• Strong detailed knowledge of tax and financial reporting practices, GAAP principles and rules including FAS 109, FIN 48, etc.
• Strong knowledge of IRS compliance and reporting requirements and regulations.
• Proven ability to perform tax research, including the ability to read, and apply complex tax laws and directives.
• Strong understanding of, and the ability to communicate, tax laws, regulations, rulings, procedures and court proceedings.
• Strong knowledge of regulatory environments, including knowledge of rate-making concepts.
• Excellent interpersonal, written and verbal communications.
• A high degree of professionalism and confidence.
• A take-charge, hands-on management style that is proactive and innovative.

Please send resumes to: emily.drahokoupil@shaker.com

EOE
Senior Tax Manager
This individual will lead and manage multiple tax engagements to deliver quality tax services for our clients. This position offers excellent opportunities for leadership and career advancement to the right candidate.

Job description

 Builds new and existing client relationships and demonstrates basic knowledge of client’s businesses.
 Reviews federal and state income tax returns for individuals, businesses, benefit funds, real estate, and exempt organizations.
 Handles federal, state and local tax audits.
 Prepares research memoranda, written correspondence/guidance, and other documents for submission to the IRS or other taxing authorities.
 Trains and supervises staff, reviews and evaluates their work.
 Manages multiple clients, budgets and production goals.

Experience

 Masters degree in taxation or finance.
 CPA license.
 10+ years prior experience in public accounting and tax.
 Tax audit experience.
 Significant supervisory experience (2+ years).
 Strong accounting and analytical skills.
 Research proficiency.
 Strong computer skills: proficiency preferred in Drake Software and MS Office.
 Excellent interpersonal, oral and written communication skills.
 Detail oriented with ability to multi-task.
 Well rounded in dealing with high net worth individuals, businesses, and portfolio of rental properties.

eokoye@acetaxes.com​

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