Senior Tax Lead: S-Corp & Partnership Expert | Flexible Hours

Jobot; Lehi (UT); Vor Ort; USD 80.000 - 100.000; Vollzeit

Benefits dieser Stelle

Medical, dental, and vision coverage

401(k) with Company Match

Flexible summer hours

Career advancement

Zusammenfassung

Jobot is seeking a Senior Tax Lead in Lehi, UT to manage and review complex tax returns for individuals and closely held businesses, with a focus on S-Corporations and Partnerships. The role emphasizes mentoring junior staff and coordinating with Partners on client engagements, ensuring timely, accurate filings.

You will leverage QuickBooks Online and UltraTax to analyze books, communicate with clients, and support compliance and planning across multiple engagements.

Qualifikationen

• Bachelor's degree in Accounting preferred; degree may be substituted with relevant experience.
• Minimum of 5+ years of tax accounting experience.
• Hands-on experience preparing and reviewing individual and business tax returns.
• Ability to lead and mentor others.
• Strong experience with S-Corporation and Partnership taxation.
• Working knowledge of federal, state, and local tax codes and regulations.
• Experience using QuickBooks Online for bookkeeping, analysis, and client cleanup.
• Experience with professional tax software, preferably UltraTax.
• Ability to independently prepare and review tax returns of varying complexity.
• Proven ability to research tax matters and provide practical solutions.
• Experience communicating directly with clients and gathering required tax information.
• Active CPA license, Enrolled Agent, or CPA eligibility preferred.

Aufgaben

• Prepare and review individual, C-Corporation, S-Corporation, and other business tax returns with minimal supervision.
• Support tax engagements for individuals and closely held businesses, with emphasis on S-Corporations and Partnerships.
• Maintain, analyze, and clean up client accounting records using QuickBooks Online.
• Work directly with clients to gather financial information and manage filing timelines.
• Research federal, state, and local tax matters and identify solutions.
• Assist Tax Managers and Partners with client relationship management.
• Coordinate with firm leadership on larger client engagements.
• Identify engagement issues and recommend practical solutions.
• Help ensure accurate, complete, and timely tax filings.
• Support tax planning and compliance across multiple engagements.

Kenntnisse

S-Corporation taxation

Partnership taxation

Client communication

Mentoring

Ausbildung

Bachelor's degree in Accounting

Tools

QuickBooks Online

UltraTax

Jobbeschreibung

Jobot is seeking a Senior Tax Lead in Lehi, UT to manage and review complex tax returns for individuals and closely held businesses, with a focus on S-Corporations and Partnerships. The role emphasizes mentoring junior staff and coordinating with Partners on client engagements, ensuring timely, accurate filings.

You will leverage QuickBooks Online and UltraTax to analyze books, communicate with clients, and support compliance and planning across multiple engagements.