Remote Tax Accountant — Client Advisory & Planning

BELAY - Corporate; United States; Remote; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with employer match

Paid time off (PTO)

Paid holidays

Job summary

BELAY is seeking a Staff Tax Accountant in the Financial Solutions Department to deliver tax and accounting services to BELAY clients. This client-facing role prepares various tax returns, supports planning and research, and participates in client meetings, with a focus on balanced workloads and year-round service.

The role works remotely within the US, with occasional travel to BELAY events. Requirements include a bachelor’s degree in accounting or related field and 1–2 years of tax experience;

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 1–2 years of accounting and tax preparation experience.
• Experience preparing individual and business tax returns.
• Foundational knowledge of federal and state tax laws and accounting principles.
• Experience working with financial statements and general accounting concepts.
• Ability to manage multiple assignments and meet established deadlines.
• Proficiency with Microsoft Excel, QuickBooks Online, tax preparation software, and workflow or time-tracking tools.

Responsibilities

• Prepare individual, C corporation, S corporation, and partnership tax returns and supporting workpapers.
• Calculate tax extensions and quarterly estimated tax payments accurately and efficiently.
• Conduct tax research to support client needs and tax positions.
• Assist with tax planning projects and identify potential tax-saving opportunities.
• Assist with responses to notices and correspondence from the IRS and state taxing authorities.
• Provide timely, professional, and responsive support to assigned clients.
• Participate in client meetings and assist with day-to-day tax questions and requests.
• Communicate clearly and proactively with clients and internal team members.
• Build strong client relationships through reliable and consistent service.
• Escalate complex tax matters or client concerns to appropriate team members as needed.

Skills

QuickBooks Online

Tax preparation

Federal/state tax knowledge

Analytical skills

Communication

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Thomson Reuters UltraTax

Workflow/time-tracking tools

Job description

BELAY is seeking a Staff Tax Accountant in the Financial Solutions Department to deliver tax and accounting services to BELAY clients. This client-facing role prepares various tax returns, supports planning and research, and participates in client meetings, with a focus on balanced workloads and year-round service.

The role works remotely within the US, with occasional travel to BELAY events. Requirements include a bachelor’s degree in accounting or related field and 1–2 years of tax experience;