Original listing text, shown exactly as published by the company.
ABOUT THE ROLE
You’ll own the work that keeps leaders calm and compliant: multi-entity return preparation and review, clear planning memos, airtight workpapers, and timely sign-offs. You’ll spot elections, credits, and apportionment issues before they become problems — then explain them in plain English.
You’ll collaborate with U.S.-based teams, mentor junior staff, and help modernize how small businesses and CPA firms handle compliance and advisory. You’ll sharpen playbooks — checklists, review notes, and close calendars — so every busy season feels a little less busy.
Note: This role is open to both Tax Accountant and Tax Manager candidates, depending on experience.
THE IDEAL CANDIDATE
- You’re detail-obsessed but practical — you know when to go deep and when to move
- You can explain tough topics (basis, §199A, depreciation methods) without jargon
- You thrive in busy seasons because your SOPs, checklists, and calendars are dialed in
- You enjoy coaching others and raising the quality bar
- You look for automation and small process wins that compound over time
WHAT YOU’LL OWN
Tax Preparation & Review
Own the work that keeps clients calm and compliant.
- Drive tax intake end-to-end: organizers, smart document requests, kickoff calls; map client TBs and prior-year returns to this year’s workplan
- Entity returns (1065/1120/1120-S): build and review K-1s, capital accounts, partner/shareholder basis and at-risk; evaluate §199A (QBI) eligibility and limitations; assess reasonable compensation for S-corp shareholder-employees
- Individual returns (1040): prepare clean Schedules A/B/C/D/E, Form 4797, 6252, passive activity loss and basis tracking, 1099-B reconciliations, wash sale checks; roll forward carryforwards (NOL, capital loss, AMT credits) and manage ES payments/safe harbors
- Multi-state & SALT: calculate apportionment, manage nexus updates, composite/non-resident returns, and PTE/SALT cap workaround elections where applicable
- Credits & elections: surface and document opportunities (R&D, 179/bonus choices, accounting method changes, late elections relief memos)
- Fixed assets & depreciation: maintain Form 4562 schedules, asset ledgers, and disposal/partial disposition rules; reconcile book vs. tax depreciation
- Quality & sign-off: build audit-ready workpapers with clear tick marks, review notes, and support; manage e-file submissions, acknowledgments, and extensions
- Notices & follow-through: draft concise responses to IRS/state notices, set reminders for follow-ups, and keep clients calm with clear options and timelines
- Calendar discipline: own busy-season checkpoints (intake → prep → review → client Q&A → e-file) and off-season planning (estimates, projections, method changes)
Client Collaboration
Translate code into decisions.
- Join standing calls, summarize impacts (cash, rate, timing), and deliver one-page takeaways leaders can act on
- Translate code citations into plain-English business decisions
Workflow & Process
Build the systems that make the busy season survivable.
- Standardize SOPs, checklists, and review gates
- Set up rules and automations in tax and accounting tools to reduce manual steps
- Capture wins in a living playbook
Data Integrity
Leave a trail anyone can follow.
- Keep folders organized, naming consistent, and documentation complete so any reviewer or auditor can follow your work quickly
WHAT YOU’LL BRING
- Bachelor’s degree in Accounting, Finance, or related discipline
- 2+ years of U.S. tax experience preparing and reviewing 1040, 1065, 1120, 1120-S
- Strong command of U.S. federal and state tax rules; comfort with GAAP and IRS procedures
- Tax software proficiency: ProConnect, UltraTax, Drake, Lacerte, or similar
- Cloud-first toolkit: QuickBooks Online, Xero; strong Excel/Google Sheets skills (lookups, pivots)
- Confident written and spoken English; client-facing presence
- Comfortable working U.S. business hours (night shift, PH-based)
Preferred (nice to have)
- HNW 1040s (K-1s, Schedule C/E), multi-state, consolidated or international exposure (GILTI/FTC)
- Form 990 (nonprofits) and Form 1041 (Estates & Trusts) experience or familiarity
