Our firm is a WealthAbility(R) Network Member. We help businesses leverage the tax code to decrease taxes and increase their wealth. We are looking for an experienced Tax Senior/Tax Manager to join our team and help our clients in our joint mission to reduce their taxes.
This is a remote position, and you can work from any location; however, if you prefer working in an office environment, we can accommodate you. Salary range 80k-120k
Responsibilities
Job responsibilities include:
- Meeting with clients and educating them about tax and business. Communication with non technical audiences is a must. A new client may be a new business owner but may benefit from S Corp status and will need to be told what that means and how it helps them.
- We Believe in ongoing client interaction well beyond the tax return and learning about changing circumstances in the client's business and personal life and what the tax consequences might be to proactively plan.
- Reviewing client financials during the year to accomplish same and project tax liability.
- Reviewing income tax returns prepared by other team members and prepare tax returns in a pinch
Qualifications
- Education- Bachelor's degree in accounting with at least three to five years experience. CPA and/or Masters Degree highly preferred
- Experience with business owners and/or investors is a must. Familiarity with partnerships, real estate and oil & gas including cost segregation, real estate professional, depletion, IDC, syndication tax returns, 704(b) is preferred.
- Candidate must be willing to undergo qualification process with the WealthAbility(R) network or already have qualification from another network member.
- Excellent verbal, written and interpersonal communication skills.
- Attention to detail and accuracy is essential
- Experience with "land flipping" clients is a plus
- Preferred experience with Xero and Quickbooks (online and desktop) software
- Able to communicate complex information to a variety of audiences
Job Type: Full-time
Pay: $80,000.00 - $120,000.00 per year
Benefits:
Experience level:
Schedule:
Experience:
- Tax experience: 3 years (Preferred)
License/Certification:
Work Location: Remote