Essential Responsibilities
Tax Preparation and Compliance:
- Proficient in tax preparation and a propensity for tax review.
- Ensure compliance with federal, state, and local tax regulations.
- Verify the accuracy of financial data and documentation.
Client Communication:
- Collaborate with clients to gather necessary tax-related information and documents.
- Address client inquiries and provide explanations regarding tax matters.
- Maintain strong client relationships through clear and professional communication.
Tax Research and Analysis:
- Conduct research on tax laws, regulations, and updates.
- Analyze tax implications for various financial transactions.
- Stay updated on changes in tax legislation and their impact on clients.
Compliance
- Supports Compliance to maintain an effective and robust investment advisory compliance program.
- Performs other compliance-related tasks and projects as assigned.
Position Specifics
Experience and Education:
- Bachelor’s degree in Accounting, Finance, or related field
- Must have or be pursuing the requirements to be a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA)
- Strong tax research skills
- Demonstrated quality service mindset, strong technical aptitude, and critical thinking skills
- Excellent communication, time management, and project management skills; flexible and adaptable team player; and resourceful in delivering high-quality work
- Mid-Level experience in tax or financial services
Skills:
- Excellent communication skills (verbal, written, and listening)
- Technically savvy and capable of integrating into a virtual work environment
- Works well with detailed assignments
- Proficient in Google Drive
- Proficiency in Salesforce preferred
- Demonstrates personal integrity, and honesty and can deal with confidential information daily
- Models professionalism in the workplace and when speaking with clients and vendors
- Ability to deal with stress in an ever-changing investment market and financial services
- Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
Firm Information
Location: Remote
Status: Full-Time, Exempt
Compensation Range: $50,000 - $85,000 base pay; plus incentives and designation pay
Supervisor: Tax Manager
Benefits:
- Defined career path and upward mobility
- Flexible work schedule
- Unlimited vacation time
- Health, dental, and vision insurance
- Life Insurance
- 401(k) retirement plan with 5% company match
- Annual professional development allowance
- Education reimbursement opportunities
- Cell Phone / Internet Subsidy
- 4 weeks paid maternity/paternity leave for birth or adoption of a child
- Office set up allowance
- Branded clothing allowance
- Reimbursement for costs associated with certifications & maintaining CE's
- Company-owned laptop computer provided