Job Description:
• Prepare individual, S-Corporation, Partnership, and Corporate tax returns.
• Manage assigned clients from document collection through filing.
• Handle complex returns, including returns with business activity, rental activity, investment activity, multiple income sources, and multi-state considerations.
• Review client records, prior-year returns, accounting information, and supporting documents for completeness and accuracy.
• Identify missing information, unclear items, technical issues, and inconsistencies before returns move to final review.
• Maintain organized workpapers, notes, and supporting documentation.
• Use ProConnect Tax Online confidently and efficiently to prepare and manage client returns.
• Review prepared returns for accuracy, completeness, and compliance with current tax law and firm standards.
• Review junior staff work as needed and provide clear feedback to improve accuracy and review readiness.
• Identify and resolve preparation issues before they affect clients or delay filing.
• Support timely e-filing, return assembly, and completion processes.
• Help refine internal preparation and review procedures to improve accuracy, consistency, and efficiency.
• Communicate directly with clients regarding missing documents, open items, return status, and next steps.
• Provide clear, professional, and timely updates to clients and internal team members.
• Manage client relationships independently while escalating complex matters when appropriate.
• Identify potential tax planning opportunities during return preparation and communicate them to the Tax Planning team.
• Support a client experience that is accurate, responsive, and professional.
• Manage multiple client files and deadlines with urgency and accountability.
• Follow firm workflows, checklists, task systems, and documentation standards.
• Support process improvements that reduce errors, improve review readiness, and increase efficiency.
• Assist with training, mentoring, and development of future tax staff as needed.
• Stay current on tax law changes, IRS updates, and preparation requirements.
Requirements:
• Minimum 5 years of public accounting tax experience.
• Strong ProConnect Tax Online experience.
• Experience preparing individual tax returns independently.
• Experience preparing business tax returns, including S-Corporation, Partnership, and Corporate returns.
• Experience handling complex tax returns and multi-state filings.
• Experience reviewing returns and identifying issues before final review.
• Ability to independently manage a client portfolio with minimal supervision.
• Strong client communication skills.
• Strong attention to detail, problem-solving skills, and commitment to accuracy.
• Ability to identify technical issues and resolve or escalate them appropriately.
• Ability to identify tax planning opportunities and communicate them to the appropriate team.
• Ability to work effectively in a fully remote environment.
• Ability to learn firm systems, workflows, and technologies quickly.
• Preferred CPA or EA.
• Ability to sign returns.
• Significant return review experience.
• Experience with high-net-worth individual tax returns.
• Experience with QuickBooks, ClickUp, Excel, Corvee, or similar tools.
• Advanced Excel skills.
• Experience training, mentoring, or supporting junior tax staff.
• Experience working in a remote professional services environment.
Benefits:
• 100% remote work environment.
• PTO, single policy.
• Health insurance after 60 days.
• Education assistance up to $5,250 after one year, subject to approval.
• Access to CPE.com.
• Required virtual meetings and semiannual in-person conferences.
• Certification bonuses : CPA: $2,000.
• EA: $1,500.
• MSA or MST degree completion: $2,500.
• Firm-approved advanced CPE completion: $500.