Tax Senior

United States Digital Space LLC; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

United States Digital Space LLC is seeking a Tax Senior to join our remote team. The role focuses on tax compliance and review, handling various return types, planning, and audits while mentoring junior staff and engaging with clients remotely from the Los Angeles area.

The ideal candidate will have strong knowledge of tax forms, active continued education, and proficiency with tax software and MS Office to support a fast-paced CPA practice.

Qualifications

• Solid understanding of tax form schedules and entity setup.
• Active involvement in continued education and training.
• Experience using accounting software and tax tools.

Responsibilities

• Prepare HRIS and Axcess timesheets and other documentation.
• Review tax returns for various entity types (C-Corp, Partnership, S-Corp, Personal, Non-Profit, and Trust).
• Assist in planning and supervision of audits and compilations.
• Mentor junior staff and conduct internal trainings.
• Client meetings and assist with proposals and onboarding.
• Support billing by analyzing WIP and invoicing.

Skills

Tax knowledge

Client communication

Mentoring

Leadership

Research skills

Tools

CFS

AME

CSA

QuickBooks

T-value

Adobe Acrobat

Prosystems Engagement

Checkpoint Tools

Axcess Tax

Job description

Job Title: Tax Senior (fully remote) Location: Los Angeles, CA

Company Overview: We are a well-established CPA firm with over 150 employees and a prominent presence in Los Angeles, spanning four strategic locations. As a leading provider of comprehensive tax, accounting, and advisory services, we are seeking a dynamic and skilled Tax Senior to join our team.

Key Competencies

Tax Compliance and Review

• Prepare HRIS and Axcess timesheets, Excel To-Do lists, and other relevant documentation.
• Achieve monthly and annual charge hour goals through efficient and accurate tax preparation and review.
• Review Form 1099s, sales tax returns, business property statements, and business licenses to ensure accuracy and compliance.

Tax Return Review

• Review intermediate-level C-Corporation, Partnership, S-Corporation, Personal, Non-Profit, and Trust tax returns.
• Engage in Corporate and Personal tax planning, providing valuable insights to clients.

Organizational Management

• Manage and maintain control lists and deadlines, ensuring timely filing and reporting.
• Assist in tax audits and support planning and supervision of compilation, review, and audit engagements.

Leadership and Training

• Participate in mentoring programs, offering guidance and support to junior staff members.
• Facilitate in-house training sessions and meetings, providing one-on-one feedback to enhance team skills.

Client Interaction

• Communicate and meet with clients regarding current services, assisting with new client proposals and initial engagement meetings.
• Participate in firm recruiting events and outreach activities aimed at attracting future clients.

Billing Process

• Assist in the billing process by analyzing Work in Progress (WIP) and providing accurate invoice totals.

Knowledge and Skills Requirements

Tax Expertise

• Solid understanding of tax form schedules, entity type setup, formation and dissolution, retirement plan options, foreign entity reporting, section 1031 exchanges, basic foreign/multistate returns, POL, PAC, LM2 tax returns, and specialized tax credits.

Continued Education

• Actively participate in intermediate/advanced continued education and contribute to the development of in-house training courses.

Research and Software Proficiency

• Ability to conduct intermediate individualized research.
• Familiarity with accounting-related software, including CFS, AME, CSA, QuickBooks, T-value, Adobe Acrobat, Prosystems Engagement, Checkpoint Tools, and Axcess Tax.

Technology and Communication

• Working knowledge of the Microsoft Office Suite.
• Strong written and verbal communication skills.