Jobot
Overview
Hybrid Role - Focused on Individual Taxes in a growing CPA firm. We seek an experienced Tax Professional to join our team, with a strong background in individual tax preparation and review.
Base pay range: $120,000.00/yr - $160,000.00/yr
Salary $120,000 - $160,000 per year
Responsibilities
Review and sign federal, state, and local individual income tax returns prepared by staff, ensuring accuracy and compliance with applicable laws.
Manage the end-to-end tax preparation process for individual clients, including planning, execution, and final review.
Provide guidance and mentorship to junior tax staff, fostering professional development and ensuring quality control.
Conduct thorough tax planning and research to minimize client tax liabilities and identify tax-saving opportunities.
Maintain up-to-date knowledge of tax laws and regulations, implementing changes as necessary to ensure compliance.
Communicate effectively with clients to gather necessary information and provide updates on tax return status.
Respond to inquiries from tax authorities and assist clients during audits or examinations.
Qualifications
Minimum of 10 years of experience in preparing, reviewing, and signing individual tax returns.
Enrolled Agent (EA) certification preferred.
CPA license is a plus but not required.
Proficiency in tax preparation software (e.g., UltraTax, CCH ProSystem FX) and Microsoft Office Suite, particularly Excel. Familiarity with CCH Axcess Suite.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal abilities.
High level of integrity and professionalism.
About Us / Benefits
Make an Impact: freedom to grow and create within the company.
Rest and Relaxation: 18 days paid time off, 8 paid holidays.
Health Benefits: Medical with HSA and FSA options, dental, and vision.
Prepare for the Future: 401(k) with generous company contribution, access to a personal financial planner, and life/legal insurance.
Educational Benefits: support for CPA studies or higher education expenses.
Flexible Work Models: in-office, work-from-home, or hybrid depending on position and location.
Opportunity to give back and engage with the community.
Equal Opportunity Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Notes: Jobot may perform background checks with authorization. This description reflects the current role and duties but may be amended as required.
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Base pay range: $120,000.00/yr - $160,000.00/yr
Salary $120,000 - $160,000 per year
Responsibilities
Review and sign federal, state, and local individual income tax returns prepared by staff, ensuring accuracy and compliance with applicable laws.
Manage the end-to-end tax preparation process for individual clients, including planning, execution, and final review.
Provide guidance and mentorship to junior tax staff, fostering professional development and ensuring quality control.
Conduct thorough tax planning and research to minimize client tax liabilities and identify tax-saving opportunities.
Maintain up-to-date knowledge of tax laws and regulations, implementing changes as necessary to ensure compliance.
Communicate effectively with clients to gather necessary information and provide updates on tax return status.
Respond to inquiries from tax authorities and assist clients during audits or examinations.
Qualifications
Minimum of 10 years of experience in preparing, reviewing, and signing individual tax returns.
Enrolled Agent (EA) certification preferred.
CPA license is a plus but not required.
Proficiency in tax preparation software (e.g., UltraTax, CCH ProSystem FX) and Microsoft Office Suite, particularly Excel. Familiarity with CCH Axcess Suite.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal abilities.
High level of integrity and professionalism.
About Us / Benefits
Make an Impact: freedom to grow and create within the company.
Rest and Relaxation: 18 days paid time off, 8 paid holidays.
Health Benefits: Medical with HSA and FSA options, dental, and vision.
Prepare for the Future: 401(k) with generous company contribution, access to a personal financial planner, and life/legal insurance.
Educational Benefits: support for CPA studies or higher education expenses.
Flexible Work Models: in-office, work-from-home, or hybrid depending on position and location.
Opportunity to give back and engage with the community.
Equal Opportunity Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Notes: Jobot may perform background checks with authorization. This description reflects the current role and duties but may be amended as required.
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