Tax Staff Accountant

Focus Financial Partners; Nashville (TN); Híbrido; USD 60.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Annual bonus

Descripción de la vacante

Gelfand, Rennert & Feldman, a GRF, Focus Partners Business Management firm, is seeking a Tax Staff Accountant with entertainment client experience to prepare and review tax returns and projections.

The role is hybrid from our Nashville, TN office, requiring 3 in-office days. Ideal candidates have 1–2+ years of tax experience, CPA eligibility, and strong Excel skills; experience with high-net-worth clients is a plus. Competitive compensation and benefits included.

Formación

• Bachelor’s degree with 1-2+ years of experience preparing and reviewing individual, corporate, partnership, and trust tax returns is required
• 3+ years in a similar role is highly preferred
• Experience high-net-worth or entertainment clients is highly preferred
• Proficiency at Microsoft Office, especially Excel and Word
• Familiarity with AgilLink is a plus
• Familiarity with CCH tax software is a plus
• CPA or CPA eligibility is highly preferred
• Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)
• Capability to learn new systems and process information quickly
• Organization skills with attention to detail

Responsabilidades

• Prepare individual, corporate (S corp and C corp), partnership, estate, trust, fiduciary, and exempt organization tax returns
• Review General Ledger and reports to assist in preparation of tax projections
• Perform tax research and planning, as needed, to solve client’s tax issues
• Correspondence regarding tax notices, jurisdictional issues, and/or tax audits
• Prepare closeouts for loan-out corporations and analyzing payroll withholding requirements for federal and state
• Assist in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc.
• Assist with state, local, and international tax clearances for touring artists
• Assist client service team with other projects, as necessary

Conocimientos

Tax preparation

Tax research

Excel

Communication

Time management

Attention to detail

Educación

Bachelor's degree in accounting

CPA eligibility

Herramientas

AgilLink

CCH Tax Software

Descripción del empleo

Job Description Summary:

Gelfand, Rennert & Feldman is seeking a Tax Staff Accountant, ideally with entertainment business management experience, to join our team of dedicated professionals. The Tax Staff Accountant is responsible for the preparing and reviewing various reports in support of servicing clients, preparing and reviewing simple to moderately complex tax returns, as well as tax projections and tax research.

This role operates on a hybrid schedule out of our Nashville, TN office, requiring 3 days in office.

Job Description:

Primary Responsibilities

• Prepare individual, corporate (S corp and C corp), partnership, estate, trust, fiduciary, and exempt organization tax returns
• Review General Ledger and reports to assist in preparation of tax projections
• Perform tax research and planning, as needed, to solve client’s tax issues
• Correspondence regarding tax notices, jurisdictional issues, and/or tax audits
• Prepare closeouts for loan-out corporations and analyzing payroll withholding requirements for federal and state
• Assist in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc.
• Assist with state, local, and international tax clearances for touring artists
• Assist client service team with other projects, as necessary

Qualifications

• Bachelor’s degree with 1-2+ years of experience preparing and reviewing individual, corporate, partnership, and trust tax returns is required
• 3+ years in a similar role is highly preferred
• Experience high-net-worth or entertainment clients is highly preferred
• Proficiency at Microsoft Office, especially Excel and Word
• Familiarity with AgilLink is a plus
• Familiarity with CCH tax software is a plus
• CPA or CPA eligibility is highly preferred
• Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)
• Capability to learn new systems and process information quickly
• Organization skills with attention to detail

This position is an non-exempt position. The annualized base pay range for this role is expected to be between $60,000-$80,000. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

GRF, Focus Partners Business Management is a leading full-service business management firm serving an exclusive clientele of entertainers, athletes, executives, and select high-net-worth individuals. With approximately 40 Managing Directors and more than 700 professionals, GRF provides comprehensive financial and advisory services across the music, film, television, sports, literary, and broader entertainment industries, as well as multi-family office services for ultra-high-net-worth individuals and families.

As part of Focus, a leading financial services organization offering wealth management, family office, and business management solutions, GRF combines deep industry expertise with personalized client service.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com.

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EEO Statement : Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

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For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.