Tax Accountant

Unified Group Solutions; San Francisco (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Unified Global is seeking a tax professional to prepare income tax returns for individuals, corporations, partnerships, nonprofits, estates, and trusts. You will manage client tax databases, research complex issues, and identify strategies to minimize tax burdens.

The ideal candidate holds a Bachelor's in Accounting/Finance with CPA or EA preferred and strong experience in US state tax. Proficiency with Lacerte, QuickBooks, Xero, MYOB, NetSuite, SAP and related software is highly valued.

Qualifications

• U.S. state tax preparation experience is a MUST
• Certified Public Accountant (CPA) or Enrolled Agent (EA) preferred
• Experience with corporate, partnership, individual, and trust returns
• Familiarity with major tax software such as Lacerte, QuickBooks, Xero, MYOB, NetSuite, SAP

Responsibilities

• Prepare income tax returns, payments, paperwork, and reports
• Prepare returns for corporations (Form 1120), individuals (Form 1040), partnerships (Form 1065), nonprofits (Form 990), estates and trusts (Form 1041)
• Manage and maintain client tax databases
• Assess and research difficult tax issues to identify solutions
• Determine tax savings and recommend strategies to improve profits
• Ensure compliance with regulations by forwarding information to authorities
• Support and guidance during audits
• Prepare accurate quarterly and annual tax reports

Skills

US tax preparation

Attention to detail

Analytical skills

Written and verbal communication

Education

Bachelor's degree in Accounting or Finance

Tools

Lacerte

QuickBooks

Xero

MYOB

NetSuite

SAP

Job description

• Prepare income tax returns, payments, necessary paperwork, and reports
• Prepare income tax returns for corporations form 1120, individuals form 1040, partnerships form 1065, nonprofits form 990, estates and trust form 1041
• Manage and maintain the client's tax database
• Assess and research difficult tax issues to identify solutions
• Determine tax savings and recommend strategies to improve profits
• Ensure compliance with regulations by forwarding required information to federal, state, and local authorities
• Offer support and guidance during audits
• Evaluate tax regulations and suggest policies that diminish tax burden
• Keep track of industry trends and changes related to taxes
• Prepare accurate quarterly and annual tax reports

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field
• Certified Public Accountant or an Enrolled Agent is preferred
• US State tax preparation experience is a MUST
• Well versed in corporate tax software is preferred
• Trainable with good work history
• Knowledge in preparing income tax returns for corporations, individuals, partnerships and trust
• Strong attention to detail with excellent analytical skills
• Outstanding written and verbal communication skills
• Knowledge with accounting/tax system like Lacerte, QuickBooks, XERO, MYOB, NetSuite, SAP and others

System requirements:

• Computer Processor: Intel 8th generation or newer/AMD Ryzen 2000 series or newer
• Computer Memory/RAM: At least 16.00 GB for both primary and back up computers
• Computer OS: Windows 11 and future enterprise operating systems
• Storage: 500 GB SSD
• With licensed MS Office and extra monitor
• Internet speed must be running on a 20+ Mbps wired plan (at least 10 Mbps for back up connection)

Open communication and dedication is our key to driving success for your business — wherever you are in the world.

Avalara by Unified NetSuite by Unified Unified Accounting Unified Tax (CPA) Unified Insurance