Job Title : Senior Tax Professional
We are seeking a seasoned tax professional to join our team. As a senior tax professional, you will be responsible for reviewing and signing tax returns, providing tax planning advice, reviewing financials, bookkeeping, developing processes and SOPs, and training junior employees.
Main Responsibilities :
- Tax Compliance : Prepare and sign tax returns for partnerships, corporations, and other entities, including forms 1120, 1120S, 1065, 5471, 5472, and others.
- Stay updated on the latest tax laws, regulations, and filing requirements.
- Conduct comprehensive tax research and analysis.
- Tax Planning and Advisory : Provide tax planning advice to clients, identifying opportunities for tax optimization and cost-saving strategies.
- Offer guidance on tax-efficient business structures, deductions, and credits.
- Bookkeeping and Financial Reporting : Assist clients with bookkeeping tasks, ensuring accurate recording of financial transactions.
- Generate financial statements, balance sheets, and income statements using QuickBooks Online and Wave.
- Perform periodic financial analysis and provide insights to clients.
- Project Delivery and Client Communication : Deliver tax returns and other projects to clients and handle all their inquiries independently.
- Establish strong relationships with clients, addressing their concerns, and providing exceptional customer service.
- Process Development and SOPs : Develop and implement efficient processes and standard operating procedures (SOPs) for firm operations, ensuring consistency and quality in service delivery.
- Streamline workflow and identify areas for improvement to enhance efficiency and productivity.
- Mentoring and Training : Provide guidance and mentorship to junior employees, assisting in their professional development.
- Conduct training sessions on tax regulations, software tools, and best practices.
- Review the work of junior team members and provide constructive feedback.
Qualifications :
Licensed Certified Public Accountant (CPA) and / or Enrolled Agent (EA).Demonstrated experience in preparing and signing various tax forms, including 1120, 1120-S, 1065, 5471, 5472, 1042-S, 8832, FBAR, 1116, 8621, 8938.Strong knowledge of business tax regulations, laws, and compliance requirements.Proficiency in tax planning and advisory services.Experience with bookkeeping tasks and financial reporting.Ability to onboard and build strong relationships with clients.Excellent communication and interpersonal skills.Detail-oriented with strong analytical and problem-solving abilities.Proven ability to develop and implement processes and SOPs.Ability to effectively teach and mentor junior employees.We foster a diverse, inclusive, and equitable workplace. We welcome applicants of all backgrounds.