Tax-Related Positions

Tax Manager

Location: Georgetown, Texas
Contact website: cdbradshaw.com/careers

  • CPA with 7+ years of public accounting experience in tax preparation and review (Forms 1065, 1120, 1120S)
  • Experience in managing projects in a service line to meet expected client deliverables, maintain quality control standards and profit targets
  • Demonstrate effective verbal and written communication skills in client facing interactions
  • Personal philosophy is service based
  • A demonstrated ability to engage with team members and develop loyalty through interpersonal relationships is critical to success in this role
  • Experience with construction industry and tiered partnerships, preferred
  • Experience with CCH software (Workstream/Practice Management, Prosystem fx, Engagement), preferred
  • Primary responsibilities - Workflow management, product quality control, client interaction, and staff development/engagement

Senior Tax Analyst

Location: Cleveland, Ohio
Contact name: Erica Regan
Contact phone: 440-777-6300
Contact email: ericaregan@quadax.com
Contact website: www.quadax.com

Quadax is looking for a Senior Tax Analyst to join our team! Hybrid workplace, great benefits, and the opportunity to help build a tax tam!

  • Perform duties to assist in the day-to-day operations of the company to comply with tax and management requirements
  • Research and assist in the compliance registrations with various state and local agencies for new hires working from home
  • Prepare monthly sales and use tax returns in a multi-state environment
  • Assist with sales tax compliance to ensure state and local tax compliance
  • Prepare quarterly and annual tax returns in a multi-state environment
  • Prepare tax workpapers used by our outside accounting firm in the preparation of various federal, state, and local income tax returns
  • Find and use accounting data to resolve accounting problems and discrepancies
  • Identify, develop, and implement, tax compliance improvements
  • Respond to inquiries from tax authorities

Remote Tax Professional Position

Location: Remote
Contact name: William D Rhodes, CPA
Contact phone: 817-519-3950
Contact email: bill@billrhodescpa.com
Contact website: billrhodescpa.com

CPA practice looking for a tax professional to add to our growing firm. Ideal candidate would have the following qualifications:

  • CPA or EA designation
  • Multiple years tax preparation experience
  • Experience with Drake tax software in a hosted environment
  • Experience preparing 1040, 1065, 1120S and 1120 federal returns and various state returns (we have clients in 38 different states)
  • Self-starter who knows how to go find the answer
  • Generally technologically proficient

Because most of our staff and most of our clients are remote, we have to rely heavily on technology for the way we work. We share documents thru a portal, we store documents in a cloud based application, we obtain signatures electronically - so almost everything we do requires some level of technical proficiency.

This is planned to be a W-2 employee position, but would consider a contract relationship with the right professional. While there is more work around tax filing deadlines, we are preparing and filing returns almost year round. This position can be 100% remote. Position is available for someone to start immediately. We offer competitive compensation with bonus opportunities along with a 401k plan and medical insurance plan.


Senior Tax Accountant

Location: Tarpon Springs, Florida
Contact name: Angela Santoyo
Contact phone: 727-698-9388
Contact email: Angela@strategictaxprep.com
Contact website: strategictaxprep.com

Hiring Tax Professional

We are a full-service Accounting firm in Tarpon Springs, FL, and we provide individual & business taxes, IRS representation, payroll and bookkeeping. I am looking to hire a very experienced tax professional to join our team. I am looking for someone who can prepare, review and assist in managing business returns, as well as individual returns. Tax season hours are Monday - Friday, 8-5. As needed for extensions off tax season. Mostly in September and October.

Since this is a senior position, I need this person to be local. We have local clients who drop off due to big files. But will consider, for the right candidate, remote would be fine.

Our firm is seeking someone with excellent communication skills dealing with clients. Seasonal, flexible schedule. Experience with ProSeries and QuickBooks very helpful. Compensation based on experience and ability.


Senior Tax Associate/Accountant

Location: Georgetown, Texas
Contact website: cdbradshaw.com/careers

  • CPA or CPA-eligible professional with 3+ years of public accounting experience in federal income tax preparation and review (Forms 1065, 1120, 1120S and 1041)
  • Effectively manages workload to meet target deadlines, project budgets while maintaining a high level of work quality
  • Demonstrates strong verbal and written communication skills
  • Personal philosophy is service based
  • This individual is committed to making a difference for the people around them
  • Previous client facing responsibilities including participation in client meetings and managing routine correspondence
  • Experience within the construction industry and with tiered partnerships, preferred
  • Experience with CCH software, preferred
  • Primary responsibilities - Preparation of tax returns in accordance with firm's expectations of client care, product quality and profitability
  • Full benefit package available

Senior Audit Manager

Location: Georgetown, Texas
Contact website: cdbradshaw.com/careers

  • CPA with 7+ years of public accounting experience in audits, reviews and compilation of financial statements
  • Experience in managing projects in a service line to meet expected client deliverables, maintain quality control standards and profit targets
  • Demonstrate effective verbal and written communication skills in client facing interactions.
  • Personal philosophy is service based
  • A demonstrated ability to engage with team members and develop loyalty through interpersonal relationships is critical to success in this role
  • Experience with construction industry preferred
  • Experience with CCH software (Workstream/Practice Management, KBA, Engagement), preferred
  • Primary responsibilities – Workflow management, product quality control, client interaction, and staff development/engagement
  • Full benefit package available

Tax Preparer; Seasonal, if desired

Location: Decorah, Iowa
Contact name: MLB Tax and Accounting, LLC
Contact phone: 563-277-1889
Contact email: michele@mlbtax.net
Contact website: mlbtax.net

Pay based on experience. Seasonal, if desired. We are seeking a talented, outgoing and motivated individual with a tax accounting background, interpersonal skill and industry experience that is looking to grow with our organization and build a long and successful career. The candidate will need to be a self-starter, detail orientated, be an innovative thinker and multitasker. Must have strong organization and PC skills, ability to work independently, prioritize work to importance and be able to work in a team environment.

The candidate must also be able to create and build long lasting client relationships that instill confidence using deep customer empathy and an expansive knowledge and expertise in the tax preparation field.

Responsibilities:

  • Administrative duties – maintaining schedule, filing, production of forms
  • Prepare or assist in preparing simple to complex tax returns for individuals and businesses.

Preferred attributes:

  • Post-secondary education in business or accounting
  • Ability to self-direct and effectively organize, prioritize and manage multiple projects
  • Experience with QuickBooks and Lacerte Tax programs
  • Excellent oral and written communication skills with comfort interacting at all levels
  • Skill to multitask, shift priorities and work independently and a team player
  • Proficiency in estate, trust, corporation, partnership, non-profit and individual tax return preparation

EA Position Available, Year-Round, No Crazy Hours!

Location: Cornelius, North Carolina
Contact name: Jennifer Lauda
Contact phone: 980-445-5001
Contact email: Jennifer@LiftYourFinances.com
Contact website: LiftYourFinances.com

Are you looking for steady year-round employment? Do you want a job that does not require millions of hours during tax season? We are looking for an enrolled agent who is organized and likes detail to join our tax resolution team.

Responsibilities for our tax resolution department would include;

  • Client contact and communication (updates, follow up, etc)
  • Getting signed POAs processed
  • Pulling a full history of transcripts
  • Calling the IRS to get information and get penalties waived
  • Preparing and filing back tax returns
  • Preparing payment plans
  • Preparing an offer in compromise (where needed)

We have software that assists us with some of the interface with the IRS so it is not as difficult as you may think. Additional responsibilities will include assisting in basic tax preparation during tax season and administrative tasks for tax clients. Experience with tax resolution is not required, we will train. This position will work out of my home office in Cornelius, NC. This is not a remote position.


Director of Tax Part- or Full-Time Remote Position

Location: Remote
Contact name: Lauren Winkelman
Contact phone: 415-494-8262
Contact email: operations@citrinecapitaladvisors.com

As the Director of Tax for Citrine Capital, you will work closely within the advisory teams to provide annual tax returns (federal and multiple states), tax analysis, and estimated tax payments recommendations. You will be primarily responsible for managing the tax return preparation of individual, corporate, partnership, and other entity returns with minimal supervision.

Primary responsibilities:

  • Complete, review, and sign tax returns (federal and state) for firm's clients; individuals, trusts, and businesses
  • Multiple state returns for some clients and variety of states for the firm's client base
  • Calculate/provide recommendations for ongoing and estimated tax payments
  • Meet with the advisory team and clients to provide recommendations, cultivate relationships and build trust
  • Conduct technical tax research to address complex tax issues with the support of the team
  • Other tasks/responsibilities as needed

Position requirements:

  • CPA or EA
  • Legally authorized to live/work in U.S.
  • 5+ years of experience providing tax planning services or preparing/reviewing client work papers/tax returns
  • Experience with the taxation of company equity including stock options and qualified small business stock
  • Proficient in individual, business, estate, and partnership taxation, with an understanding of complex investments and related tax implications (estate, gift, generation skipping transfer taxation)

Salary range: $85K-$125K plus bonus (depending on experience)


Tax Professional (Min. 4 years Exp.)

Location: Washington DC + Remote
Contact name: Anna Gencarelli
Contact phone: 202-244-2522
Contact email: frontdesk@abramsontax.com
Contact website: abramsontax.com

Small, boutique tax preparation and estate law firm seeks experienced tax professional (enrolled agent, CPA, or attorney) for preparation and review of simple to complex tax returns. Ideal candidate can work 32 to 50 hours weekly during tax season and as needed during the rest of the year. We are looking for a long term fit to join our team. We use UltraTax, Onvio and SurePrep. Software training is available.

For on-site work, we have a friendly, pleasant work environment located in NW Washington DC with free parking and Metro rail to bus options. Please submit resume and compensation requirements.


Senior Accountant - Long Island, NY

Location: Port Washington, New York
Contact name: Michael Schonig
Contact phone: 516-767-2760
Contact email: mschonig@gilschonigcpas.com
Contact website: gilschonigcpas.com

Gil & Schonig CPAs, a boutique accounting firm specializing in high net worth individuals, real estate partnerships, and closely held enterprises, located in Port Washington, NY has an incredible career opportunity for a Senior Accountant. We are looking for an experienced accounting professional who can:

  • Prepare tax forms 1040, 1041, 1065, 1120, and 1120-S
  • Conduct tax research and assist clients with regular tax planning
  • Review client accounting records and propose entries for monthly, quarterly, or annual close
  • Experience with compilation and review engagements
Requirements for the job are 2+ years of relevant experience in a public accounting firm and proficiency in Excel/Word. Knowledge of QuickBooks and Proseries is a plus.

Tax Preparer / Specialist (EA, CPA, Tax Attorney)

Contact phone: 248-985-1632, ext. 228
Contact email: Dominiki@nfa1040.com

Northern Financial Advisors is a fee only RIA focused on comprehensive financial planning for individuals. We are a team of credentialed advisors (CFPs, EAs, CPA) looking to hire a professional whose focus is individual income tax.

The Tax Specialist should be intimate with schedules C, E, F, depreciation, K1s, etc. Outside of tax season the primary focus of the job will be responding to IRS notices, audits, researching complicated issues, and tax planning. The tax specialist will be the go to person for tax knowledge.

The Tax Specialist must be comfortable interacting with clients on a regular basis and professionally manage clients varying expectations.

Responsibilities

  • Meet with clients to prepare their tax return and follow through until the return has been filed (you are the main point of contact with the client, someone else is responsible for collecting the information and entering it into Lacerte Tax)
  • Communicate with the IRS and state tax agencies to determine status of clients tax notices
  • Research complicated tax issues and provide documentation supporting your decisions
  • Tax planning - analyze clients income and determine if there is any actions that may reduce tax liability for next years return
  • Other tasks & responsibilities as needed

Qualifications

  • Enrolled Agent, CPA, Tax Attorney, or equivalent
  • Tax Preparation experience of at least 5 years
  • Customer service experience
  • Computer savvy

Part-time or full-time tax accountant - far West Chicago suburbs

Location: Chicago
Contact name: Darlene Kennedy
Contact phone: 920-869-5309
Contact email: emaildarlene@kennedyandcompanycpas.com

We are looking for seasoned tax preparers with recent experience preparing individual and corporate tax returns. The position requires direct interaction with clients to prepare returns and assist with tax planning consultations. Duties include Quick Books bookkeeping and financial statement preparation. Experience in Quick Books is helpful, as well as knowledge of Lacerte software.

Other duties include payroll processing and payroll return preparation, IRS and state tax notice resolution and IRS representation.

During our non-peak season, we offer the flexibility to work remotely on a part-time basis. EA or CPA preferred.

Our firm is in the far west suburbs of Chicago, has a loyal client base of 600 small businesses and local families. We offer a casual, flexible and friendly work environment. The position has excellent upward growth potential in terms of compensation and duties.

Compensation is commensurate with experience. Employee health benefits and company retirement plan are available. A potential equity position in the firm is available for qualified, interested candidates.

TAX ACCOUNTANT DUTIES AND RESPONSIBILITIES

  • Data entry and preparation of individual and business, federal and state tax returns
  • Preparation of corporate and individual income tax projections
  • Meet and establish relationships with new and existing clients
  • Monitor client workflow and filing deadlines
  • Perform Quick Books bookkeeping, prepare and enter year-end adjusting entries
  • Perform payroll processing and payroll return preparation
  • Assist in resolving tax and other government notices
  • Stay informed of tax law changes and continuing education requirements
  • Perform other clerical duties as necessary

TAX ACCOUNTANT REQUIREMENTS AND QUALIFICATIONS

  • Proven work experience as a CPA, EA or tax professional
  • Bachelor's degree in accounting or finance or related degree
  • Valid Preparer Tax Identification Number (PTIN)
  • Familiarity with Quick Books desktop and online software and Generally Accepted Accounting Principles (GAAP)
  • Possess ability to multi-task and have exceptional communication and interpersonal skills
  • Possess excellent analytical skills with an attention to detail

Virtual tax positions

Location: Remote
Contact email: jsauer@jjsauer.com

We have two postions available for part time virtual tax people. We are looking for an experieced tax reviewer for 50-75 hours during the tax season to work with our tax prep staff. The reviewer we seek is not expected to do a deep dive in the file - rather a review with this question in mind - "what could be wrong with the return and any recommendations." We are also looking for someone to prepare simple business S-Corp and partnership returns - these returns can usually be prepared in less than 1 hour - yes - they are that simple. We use Lacerte. Inquires to jsauer@jjsauer.com




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