A growing 100% cloud-based tax advisory firm specializing in high-level strategic tax planning for healthcare professionals and affluent U.S. business owners is seeking a Remote Senior Tax Accountant to join their team.
Job Type :
- Must have CPA firm experience
Full time, W2
Location :
REMOTE within the US
Compensation :
$80,000- $95,000 DOE
The firm is seeking an experienced, self-motivated tax professional to prepare and review tax returns (Federal, State, & Local) and provide consulting services, tax planning, and research for individuals, partnerships, trusts, corporations, and estates.
Benefits include:
- Flexible remote work schedule with a target 40-hour work week during tax season and a 4-day work week during the summer
- 100% cloud-based / tech-forward environment working out of your home office
- Strong emphasis on communication, efficiency, and client and team ease
- Monthly reimbursement for health-related expenses under QSEHRA plan
- Generous 401k with profit sharing and cash balance plan
- Monthly stipend for cell phone reimbursement
- Unlimited CPE
- Unlimited PTO policy
- Equipment provided
Responsibilities
- Work with clients in the healthcare and other personal service industries to determine the best tax-saving and bookkeeping strategies
- Handle client communications via portal messaging, telephone, and video conferencing
- Prepare individual and business returns, including multiple states, primarily 1065, 1120S; some 1120 and 1041s
- Assist with accounting and bookkeeping to maintain clean books
- Prepare tax projections
- Respond to inquiries from tax authorities
- Conduct tax research for client issues
Qualifications
- BA in Accounting or related field
- EA or CPA preferred
- Minimum of 5 years of tax preparation experience
- Recent experience in a public accounting firm working with high-earning clients and/or medical professionals
- Proactive, get-things-done attitude
- Strong financial accounting background and understanding of financial statements
- Experience with UltraTax and QBO
- Highly organized and detail-oriented
- Professional communication skills, both written and verbal
- Ability to understand operations, processes, and business objectives to support firm activities