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  • Market Conduct Examiner

    RSM 4.4company rating

    Remote estate tax examiner job

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Market Conduct Examiner Risk & Regulatory Consulting, LLC (Regulatory Insurance) Work from home-any US location Position Overview The Market Conduct Examiner will be responsible for performing reviews of major insurance companies' operations, marketing, underwriting, rating, policyholder service, producer licensing, complaint handling and claims handling processes to verify compliance with states' insurance statutes and regulations. Specific Duties and Responsibilities (Responsibilities may vary slightly depending on seniority level) Perform comprehensive, targeted and risk focused market conduct examinations to determine compliance with states' insurance statutes and regulations on behalf of state insurance departments. Review and assess insurance company's documentation and data to determine compliance with states' insurance statutes and regulations. Draft examination work papers in an organized manner for supervisory review. Assist with the preparation of reports, exhibits, and other supporting documentation and schedules that detail a company's compliance with insurance statutes and regulations and recommend solutions. Submit draft examination reports and other deliverables for supervisory review. Recommend/document actions to ensure compliance with insurance statutes and regulations. Must possess knowledge of and provide guidance of insurance laws, rules, and regulations. Review and analyze new, proposed, or revised laws, regulations, policies, and procedures in order to determine compliance with states' insurance statutes and regulations and interpret their meaning and determine impact to the insurance company. Analyze reports and records relating to specific and overall operations of insurance companies; prepare clear, complete, concise, and informative compliance reports of condition of insurance companies for supervisory review. Consistently enhance knowledge of: principles, practices, techniques, and methods of insurance examination and regulations; insurance laws and Insurance Commissioner's rulings; and related Attorney General Opinions and court decisions; insurance company practices; statistical sampling procedures; basic mathematics. Requirements Bachelor's Degree in Business, Risk Management, Accounting or Finance; MBA and/or professional certification/s preferred Minimum of 5+ years insurance experience with a State or Federal agency, insurance company, examination firm or with a public accounting firm as an internal or external auditor, adjuster, compliance professional or examiner. Insurance industry experience is a must. Candidates must have completed or are pursuing professional insurance designations such as AIE/CIE, MCM, AIRC, FLMI, CPCU, or CLU. PC skills, including experience in using software for producing presentations, spreadsheets, and project planning (skilled in TeamMate, ACL/Access, and MS Excel, Word and Power Point). Demonstrated history of project management experience. Ability to interact with all levels including executives and senior managers. Strong interpersonal, presentation, analytical and examination/audit skills. Excellent organizational skills and the ability to prioritize multiple tasks, projects and assignments using effective time management skills. Strong written and verbal communication skills are required. Dynamic/flexible demeanor with exceptional client service skills. Forward-thinking leader with a collaborative focus who can consult effectively with key constituents and become recognized as a valued resource. Must be self-motivated, work well independently and possess a sense of urgency. Skilled in team building and team development. Flexibility to travel Risk & Regulatory Consulting, LLC (RRC) was formerly a business segment of RSM US LLP (formerly McGladrey) until 2012 when the separate legal entity was formed. RRC is a strategic business partner with RSM providing actuarial and insurance industry consulting services to RSM clients. Risk & Regulatory Consulting, LLC (RRC) is a national, leading professional services firm dedicated to providing exceptional regulatory services to clients. With over 100 experienced insurance professionals located in 22 states, we believe RRC is uniquely positioned to serve state insurance departments. We offer services in the following regulatory areas: financial examinations, market conduct examinations, insolvency and receiverships, actuarial services and valuations, investment analysis, reinsurance expertise, market analysis and compliance, and special projects. We are a results oriented firm committed to success that builds long term relationships with our clients. RRC is managed by seven partners and our practice includes full time professionals dedicated to our regulatory clients. We are focused on listening to your needs and designing customized examination, consulting, and training solutions that address your needs. We bring multiple service lines together to provide superior and seamless service to our clients. We are committed to training our customers and our team. We have developed various comprehensive in house training programs that have been tailored to meet the needs of our regulatory clients. We offer competitive pricing, outstanding experience, credentials and references. RRC is an active participant in the NAIC, SOFE, and IRES. At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $56 - $84
    $56-84 hourly Auto-Apply 60d+ ago

  • Indirect Tax Enablement Specialist

    Stripe 4.5company rating

    Remote estate tax examiner job

    Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world's largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team What you'll do We are seeking a dynamic Indirect Tax Enablement Specialist to join our team and drive user success and internal strategy implementation. This role will provide real-time hands-on support to enable team missions, while simultaneously leveraging these experiences to design proactive solutions that enhance future user and/or team enablement. The ideal candidate will create and deliver engaging, effective enablement materials and programs that empower our users and internal teams to maximize the value of our products and services, both in the moment and through strategic, forward-thinking initiatives. Responsibilities Provide real-time support to teams during critical moments - either due to bandwidth, or strategic initiatives where enablement solutions are needed like such as onboarding, support experience, and/or product enhancements Analyze support experiences to identify patterns and opportunities for proactive enablement solutions Collaborate with stakeholders to identify immediate and long-term enablement needs, objectives, and desired outcomes for both users and internal teams Design, develop, and execute comprehensive enablement programs, curricula, and materials for various delivery methods (e.g., in-person, virtual, self-paced, blended) Create engaging and interactive content tailored to address current knowledge gaps and anticipate future needs, promoting user adoption and team efficiency Incorporate adult learning principles and instructional design methodologies to ensure optimal learning outcomes and user empowerment Develop and implement assessments to measure the effectiveness of real-time support and proactive enablement programs Work closely with tax advisory SMEs, product and operations teams as well as to ensure accuracy and relevance of content for both immediate and future needs Adapt existing materials to suit different learning styles and audience needs, focusing on user enablement and internal strategy alignment Ensure all enablement materials align with company branding and style guidelines while maintaining accuracy and effectiveness Track and report on user adoption rates, enablement program completion rates, and overall effectiveness of both real-time and proactive initiatives Continuously improve enablement strategies based on user feedback, support experiences, and data-driven insights Who you are We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. Minimum requirements 3+ years of experience in designing, developing, and executing enablement or learning programs Strong understanding of adult learning principles and their application in user enablement Excellent written and verbal communication skills, with the ability to explain complex concepts clearly to diverse audiences Strong project management and organizational abilities Creativity and innovation in developing engaging learning experiences that drive user adoption Ability to work independently and collaboratively in a fast-paced environment Proven track record of successfully executing enablement programs that positively impact user success and internal strategy implementation Preferred qualifications Experience in SaaS or technology-focused enablement roles Familiarity with data analytics and reporting for enablement metrics Knowledge of gamification principles in learning design applied to user enablement Experience in a corporate learning and development environment, preferably with exposure to product adoption and user success initiatives Proficiency in learning management systems (LMS) and e-learning authoring tools (e.g., Articulate Storyline, Adobe Captivate)
    $71k-100k yearly est. Auto-Apply 9d ago

  • Analyst IV, Product Tax (Remote)

    Trustage

    Remote estate tax examiner job

    At TruStage, we're on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what's possible. We need you to help us shape what's next. You'll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position is responsible for providing regulatory support and guidance specifically on client tax information reporting and withholding for various business partners and their affiliates. Job Responsibilities: Use best practices and knowledge of internal or external business issues to improve products or services. Solve complex problems; takes a new perspective using existing solutions and approaches changes with flexibility. Work independently, receives minimal guidance. Act as a resource for colleagues with less experience Development and maintenance of key processes including tax information reporting, federal and state withholding/deposits and related returns and reconciliations Addresses internal customer inquiries and assists with research and analysis of product tax related matters. Provide and support business partners in related areas of transactional research, forms review, tax reporting issues, unclaimed property and claims. Supports various aspects of compliance testing, procedural documentation and guidance. Cross functional support for corporate company tax functions as required. Support areas will include sales and use tax reporting, premium tax, and federal and state income tax returns and estimated payments. The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Job Requirements: Bachelor degree with a concentration in related area or Associate's degree Minimum of six (6) years of tax reporting or accounting experience. General understanding of life and property casualty insurance industries Tax reporting concepts, practices and procedures. Intermediate understanding of Chapters 3, 4, 61 regulations for withholding, securities, State and IRS filing requirements for Forms 1099, 5**************, 1042S. Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases. Prior project management experience Effective oral and written communication skills, with all organizational levels. Proven ability to read and understand complex IRS regulations and accounts, as well as identify, analyze and resolve tax risks. Demonstrated efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions, changing priorities, and deadlines. (Years of Experience). Tax Information reporting certifications within 1 year of hire FLMI and/or CPCU designation preferred #LI-LT #LI-Remote If you're ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range: $89,700.00 - $134,500.00 At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what's most important. Accommodation request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
    $89.7k-134.5k yearly Auto-Apply 26d ago

  • Indirect Tax Analyst

    Kimball Midwest 4.4company rating

    Estate tax examiner job in Columbus, OH

    Kimball Midwest, a national distributor of maintenance, repair, and operation products, is searching for an Indirect Tax Analyst for our Columbus, OH location. As a Kimball Midwest associate, you will experience why we have been recognized as one of the Top Workplaces in Columbus Thirteen years in a row! Our sales revenue growth is dynamic, increasing from $1 million in 1983 to over $500 million today. Throughout all our growth we have kept the family owned and operated culture alive. At Kimball Midwest, you are a name and not a number and we pride ourselves on our unique culture. Responsibilities Responsible for preparing and filing indirect tax returns, including sales tax, Business Licenses, Secretary of State Filings and other relevant taxes Conducts research on indirect tax issues and provides recommendations to ensure compliance and minimize tax liabilities Assists in responding to inquiries and audits from tax authorities related to indirect taxes Analyzes financial data to support tax planning initiatives and optimize indirect tax strategies Collaborates with finance, accounting, and legal teams to ensure accurate and timely reporting of indirect taxes Monitors legislative and regulatory developments related to indirect taxes and assesses their impact on the organization Qualifications 1+ years experience in indirect tax compliance and reporting, preferably in a corporate tax department or public accounting firm 2-3 years of accounting experience Experience with tax compliance and reporting for 10+ states at a time. Bachelor's degree in Accounting, Finance, Taxation, or related field Experience with tax software and ERP Systems Intermediate proficiency in Microsoft Office applications (Excel, Word, Outlook, etc.) Additional Information We offer a benefits package that includes health, dental and vision insurance, company sponsored life, optional life and disability insurance, Health Savings Accounts and Flexible Spending Accounts, a 401(k) plus match, Tuition Assistance, Paid Parental Leave, Paid Time Off (PTO), a Dress for your Day dress code and paid holidays. This position will be in the office Monday through Friday starting 1/5/2026. You will be hybrid, 3 days a week in the office from now until 1/5/2026. Kimball Midwest is an equal opportunity employer that is committed to a program of recruitment of females, minority group members, individuals with disabilities, qualifying veterans and any other classification that is protected by federal, state, or local law. We Participate in E-Verify. Participamos en E-Verify. #LI-CR1 #LI-Onsite
    $46k-65k yearly est. Auto-Apply 60d+ ago

  • Mid-Level Tax Associate

    Stoel Rives LLP 4.8company rating

    Remote estate tax examiner job

    About Stoel Rives and the Corporate Team Our Corporate team consists of over 70 lawyers who focus on all areas of corporate law representing both public and private entities at all stages of formation and growth. Our clients are engaged in energy production and distribution, agribusiness, healthcare, computer technology, life sciences solutions, aerospace technology, timber and forest products, mining, retail and manufacturing. We develop a deep understanding of the strategic objectives of these businesses to enhance our ability to plan and execute transactions for our clients. The variety of industries reflects the diversity of public and private companies launching, growing and operating across our footprint. The Tax group at Stoel Rives LLP helps to guide clients through the increasingly complex maze of tax matters. Our tax group offers a full range of advice and strategic counsel on the tax implications of complex business transactions. We also have an active tax controversy practice, including state and local tax controversy matters throughout the region. If you are interested in working with a group of collaborative, hard-working, and dedicated lawyers and staff, this is the place for you. Role Overview We are seeking to add an associate with 3-5 years' experience to our dynamic practice in the Pacific Northwest. Skills Needed to Be Effective in This Role We pride ourselves in forming diverse teams with a wide array of interpersonal and professional attributes. We don't expect any one person to embody all these skills, but the below serves to describe our ideal team player. If you have many of these skills, and are enthusiastic to learn, we encourage you to apply. Candidates should have 3-5 years of experience handling federal tax matters including both transactional and tax controversy matters. Familiarity with renewable energy financing transactions is strongly preferred. Candidates should also have experience with mergers and acquisitions, debt and equity financing, fund formations, and other corporate finance transactions and general tax issues; Ability to manage multiple projects in collaboration with our partners and senior associates; Excellent written and oral communication skills; Good judgment, responsiveness, and perseverance; Strong intellectual curiosity; Self-motivation; A commitment to client service and team success; and JD from an accredited university. Stoel Rives: Part of Our Team A broader question you may have is, “How will this position enhance my legal skills and career trajectory?” At Stoel Rives, we offer a unique lateral integration program and core competency model that are designed to provide a roadmap of the practical skills, abilities, and client service techniques our lawyers need to succeed and progress at the firm. We also established a New Lawyer Integration Program that has deepened our relationships and connections with our new lawyers, while providing them with the mentoring, resources, and information necessary for success. How You Will Live Life Well at Stoel Rives: Compensation, Benefits, and More! The pay range for this position is $192,000 to $215,000; however, the base compensation presented to a candidate may vary based on skills and overall experience. This salary range is based on market location. The hours expectation for associates is 1800 hours and associates are bonus-eligible at 1850 hours. In addition to base compensation, Stoel Rives has a total rewards program that includes an annual discretionary bonus and rich benefits offerings. For example, our benefits offerings include paid family & medical leave (and an on/off-ramp program for expecting parents), unlimited PTO, a flexible schedule program, remote work options, and a sabbatical program for eligible attorneys. We also offer competitive and robust medical, dental, vision, life, long-term disability, AD&D, EAP, FSA, and Voluntary Life, ADD, and LTC options. We also provide a generous firm-contributed health savings account and a pre-tax transportation/parking plan. To help meet billable hour expectations, we also allow up to 50 hours of billable credit for pro bono activities. We are also proud participants of the ABA Well-Being Pledge, strongly believing that the well-being of our employees is paramount to the success of the firm. In addition, the firm's Culture Committee supports the firm's mission, vision, and values in bringing together spectacular client service and job satisfaction.
    $71k-93k yearly est. Auto-Apply 60d+ ago

  • Lead Analyst, Indirect Tax

    Smuckers

    Estate tax examiner job in Columbus, OH

    Your Opportunity as the Lead Analyst, Indirect Tax Work Arrangements: hybrid, 30% in office expectation In this role you will: * Lead overall day-to-day U.S. domestic sales and use tax function * Develop knowledge of plant locations and operational activities to ensure accurate sales and use tax compliance and reporting * Liaise with external sales and use tax compliance partner to support timely monthly tax filings * Monitor domestic sales tax legislation and maintain sales tax rates in Vertex * Research, issue and manage direct pay permits and sales tax exemption certificates, including supervising tax staff in the preparation and issuance of certificates * Lead collection and maintenance of customer exemption certificates, including coordinating with customer logistics team as required * Respond to tax notices and research pending issues * Lead tax audit activities from tax authorities, as well as internal or external reverse audits, by compiling IDRs, reviewing findings, participation in meetings with tax authorities, and presenting positions * Review journal entries as a part of month-end close related to sales and use tax * Reconcile sales and use tax accruals quarterly and annually * Develop and maintain documentation of indirect tax processes * Develop detailed understanding of current indirect tax process to identify opportunities for improvement * Collaborate with cross-functional teams and external partners to transform and elevate the sales and use tax process * Collaborate with Purchasing and other cross-functional teams to ensure timely communication of upstream and downstream system and process changes to ensure proper treatment for sales and use tax * Assist with legal entity restructuring projects, on-boarding new acquisitions and transition of divested companies * Assist business partners in building indirect tax budgets as it relates to projects and business operations * Supervise analysts and interns The Right Place for You We are bold, kind, strive to do the right thing, we play to win, and we believe in a strong community that thrives together. Our culture is rooted in our Basic Beliefs, and we believe in supporting every employee by meeting their physical, emotional, and financial needs. What we are looking for: Minimum Requirements: * Bachelors in Accounting; * 3+ years related tax experience and/or relevant operations experience * Experience with sales and use tax at either the corporate or operational level * Experience with web-based tax solutions * Experience with an exemption certificate management system * Ability to collaborate with cross-functional team members and external business partners * Ability to manage high volume of activity * Ability to work with all levels of management * Attention to detail and process-focused approach to accomplishing key tasks and delivering high quality work products * Excellent organization and analytic skills * Flexibility to changing business needs and evolving work environment * Intermediate Excel experience (E.g., v-lookups and pivot tables) * Ability to travel 5-10% annually Additional skills and experience that we think would make someone successful in this role (not required): * CPA and/or master's degree * Experience with plant operations * Experience with Oracle, Vertex (tax engine) and Spotfire/Tableau * Experience with an exemption certificate management system * Prior user experience with Oracle/Hyperion applications, online tax research services and other web-based tax solutions Learn more about working at Smucker: * Helping our Employees Thrive * Delivering on Our Purpose * Our Continued Commitment to Ensuring a Workplace for All Follow us on LinkedIn #LI-KK1 #LI-Hybrid
    $51k-77k yearly est. Auto-Apply 36d ago

  • Tax Specialist

    Tax Alchemy

    Remote estate tax examiner job

    Job DescriptionDescriptionWe are looking for a proactive and technically sharp Tax Specialist to develop individual tax plans for clients as part of our strategic wealth planning services. The successful candidate will possess expertise in business and personal tax, finance, bookkeeping, investments, and tax planning strategies. A key responsibility will be the ability to synthesize complex client data to create comprehensive tax plans, which serve as a primary client deliverable. This position will collaborate with other members of the Tax Advisory team, reporting to the Senior Tax Strategist. Minimum Qualifications 2-5 years of experience in tax preparation, tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses Bachelor's degree in Accounting, Finance or a related field Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred Advanced proficiency with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CS Planner, UltraTax, CRM platforms, etc.) Knowledge of corporate and personal tax planning strategies Key Responsibilities Build, execute, and document individual tax plans for high net worth clients and business owners Draft technical memoranda (e.g. entity flow charts) and internal documentation (e.g. progress reports) to formally record and support tax strategies for review Assist in the review of complex individual and business tax returns to ensure planning strategies have been implemented Conduct tax research on federal, state, and local issues using professional tax software, summarizing conclusions clearly for review and client guidance Organize and manage the lifecycle of planning projects, tracking deliverables, and ensuring all deadlines are met Communicate effectively with clients in calls, guidance sessions, and Slack channels, presenting information clearly and concisely Actively participate in continuous professional education to maintain technical expertise and stay current with legislative changes Contribute to the development and refinement of departmental best practices and efficient workflows, particularly in the organization of client data and internal documentation Skills, Knowledge and Expertise Demonstrated ability to approach complex client challenges holistically, designing comprehensive, forward-thinking solutions Exceptional ability to manage and prioritize multiple planning engagements and organize voluminous client documentation Meticulous commitment to accuracy and precision in all research, calculations, and document drafting, minimizing errors in strategy execution and final client deliverables Strong written and verbal communication skills; ability to articulate technical concepts clearly to colleagues and clients Demonstrated ability to work effectively and collaboratively with internal and external teams to ensure smooth process execution Proven skill in executing complex calculations, building clear financial projections, and synthesizing tax law into actionable advice Maintains the highest ethical standards and a proven ability to handle sensitive client financial information with complete confidentiality Benefits Remote work Medical, dental, vision, life, and voluntary life insurance 401(k) with company match Paid vacation and sick days Paid holidays Continuing education Teambuilding events
    $50k-81k yearly est. 5d ago

  • Tax Analyst

    Pirate Ship

    Remote estate tax examiner job

    Pirates Wanted: Tax Analyst Every ecommerce business deserves the cheapest shipping rates. That's why Pirate Ship's simple shipping software levels the playing field for small businesses, giving them free access to the deepest shipping discounts with no fees or hidden costs. We're currently on the lookout for exceptional pirates to join our crew as a Tax Analyst otherwise known as a First Mate of the Treasure Ledger to us here at Pirate Ship. Pirate Ship is a remote-first company, and like any jolly crew of pirates we operate in a casual and creative atmosphere, where everyone's ideas are welcome and having fun is encouraged. We offer competitive pay, exceptional benefits, and the opportunity to tell people you're a pirate when they ask what you do. As Steve Jobs said, “It's more fun to be a pirate than to join the navy!” Responsibilities: Mapping the Tax Waters Assist in the preparation of federal, state, and local tax workpapers and/or returns for partnership/multi-member LLC. Maintain organized records of tax-related documents and filings for easy retrieval and review. Treasure Counting and Reporting Take ownership of annual 1099 filing process, ensuring accurate and timely submission Coordinate with payroll department to maintain payroll tax filings Process crew expense reimbursements Gather financial data from internal systems and external advisors to support tax calculations. Prepare basic reconciliations and schedules as directed Assist in compiling data for quarterly and annual reports Parley with External Navigators Assist with requests from external tax preparers and auditors, ensuring efficient and effective communication. Assist with tax notice responses and routine compliance matters Ship-to-Ship Communications Maintain the finance email inbox, responding to routine inquiries and routing complex matters Coordinate with vendors and internal teams to resolve invoice discrepancies Assist with documentation for external tax preparers Ship's Property Ledger Maintain fixed asset records and schedules, tracking additions and disposals Calculate and record monthly depreciation entries in Xero Assist with annual fixed asset verification and reconciliation Improving the Ship's Operations Identify areas for improvement in the tax preparation and reporting process. Suggest ways to streamline routine tasks and enhance efficiency Document standard operating procedures for routine finance tasks Special Voyages and Strategic Expeditions Support special projects, as assigned. Provide assistance on tasks related to mergers, acquisitions, and other business restructuring activities. Cross-Training of the Crew Engage in cross-training activities with the Accounting and FP&A teams to provide backup support. Gain a comprehensive understanding of accounting and financial planning functions to facilitate effective teamwork. Ride the seas of change: You're comfortable in a remote environment where there's lots of change. Sail from your port o' call: You're able to work from home and connect with your crewmates throughout the day over chat, voice, and video through company provided equipment. Quarterly in-person meetings at varied locations. Hoist the Jolly Roger: Share your experience, expertise and interest with the crew to enhance our fun and progressive culture. At this time we are only accepting applicants in the following states: Arizona, California, Colorado, Florida, Georgia, Idaho, Massachusetts, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming. Requirements/Minimum Qualifications: 2+ years of experience in partnership taxation. Bachelor's degree in Accounting, Finance, or related field. CPA license. Strong knowledge of the Tax Code (federal and state), compliance, and procedures for closely held partnership LLCs. Excellent analytical, organizational, and problem-solving skills. Strong communication skills and ability to explain complex tax concepts to non-tax professionals. Proficiency in MS Office Suite and Google Workspace. Bonus Points For/Preferred Qualifications: International (Germany) Tax Experience. Advanced degree such as Master's in Taxation. Experience with Xero accounting software. YARRrrr! The ability to speak like a pirate! Compensation & Benefits: Compensation - The pay range for this role is $75,000-$82,500 yearly USD plus a performance based bonus. Vacation Time - We offer 144 hours of accrued vacation time to start to keep our pirates rested & rejuvenated! Paid Holidays - 12 paid holidays per year. Paid Sick Time - 80 hours annually. Medical Insurance - 100% covered for Pirates by the company and kicks in the first of the month after enrollment. If you want to add any dependents (spouse, partner or children), they'll be 50% covered. Dental and Vision - 100% covered for Pirates and 50% covered for dependents. 401(K) - We offer a Traditional 401(K) and a Roth 401(K), and pirates who contribute 1-3% of their annual salary get matched 100% by the company. Parental Leave - Full 12 weeks for parents for the birth, adoption, or foster placement of a child. Home Office Reimbursement - We provide a one-time home office reimbursement of up to $1,500 to purchase an ergonomic desk and chair. Other Stipends for Remote Individuals - Wifi & snacks, we've got y'er back! Virtual Tacos for ARRrrrsome Rewards- “Hey Taco!” is our employee recognition program where you can give and receive virtual "Tacos" which can be redeemed for rewards. We Sail Under Our Three Pirate Codes: People Over Plunder - Screwing people over is a game for lily-livered landlubbers! We believe that doing what's right is the tide that raises every ship, including ours. Clarity, Not Confusion - Confusion is tyranny. Clarity is freedom. We strive to make things easy to understand and tackle real needs for our customers. Play or Perish - A life without laughter isn't worth living. Why should that be any different in business? Our Values Reflect Who We ARRrrr: Be Fair - Accessible to everyone, so no one's left out. Be Nice - Empathy, humanity, and humor go a long way. Be Real - Be reliable and back up the pirate talk. We work to ensure our company is a safe and supportive environment for everyone. As our crew continues to grow rapidly, we want to do all we can to create an environment where everyone can feel included. How we do this: We pay well and offer world-class health benefits so you can focus on being a balanced pirate! The crew helps select nonprofits for our quarterly donation program. We don't shy away from hard conversations. Building a better world takes constant feedback, conversations and hard work! We do engagement surveys twice a year to constantly iterate our policies and procedures. We acknowledge the identities and experiences of everyone. Pirate Ship is committed to provide equal employment opportunity (EEO) and equal pay to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. Pirate Ship will provide reasonable accommodations for qualified individuals with disabilities as needed. Before candidates officially set sail with Pirate Ship, we do conduct a post-offer, pre-employment background check. But don't worry, Pirate Ship is all about second chances! We proudly consider qualified applicants with prior arrest or conviction records. Our commitment to building a diverse and talented crew means that we look at the whole person, not just their past, and we do so in line with local, state, and federal laws. So, whether you're a first-time sailor or have a bit of history, we're excited to explore the possibility of you joining our crew! We welcome feedback for making our company a lighthouse in the industry.
    $75k-82.5k yearly Auto-Apply 60d+ ago

  • Indirect Tax Analyst

    Goodleap 4.6company rating

    Remote estate tax examiner job

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Indirect Tax Analyst supports the VP of Tax in various aspects of indirect tax compliance and reporting, with a primary focus on tax credit and property tax reporting. Key responsibilities include preparing and submitting IRS pre-registration information for Investment Tax Credits (ITC) and ensuring timely, accurate tax filings. The role involves collaborating with external property tax service providers, gathering and reviewing data and return filings, and overseeing compliance with state and local property tax regulations across multiple jurisdictions - ensuring accuracy and adherence to applicable tax regulations. Additional responsibilities include assisting with ad-hoc tax projects and other indirect tax initiatives as needed.Essential Job Duties and Responsibilities: Prepare and submit IRS tax credit pre-registration applications for ITCs. Maintain supporting documentation and ensuring compliance with IRS and Treasury program requirements. Monitor key deadlines, track submission status, and coordinate with internal teams and external stakeholders to provide proof of filing. Manage follow-up communications to resolve information requests and reporting requirements. Prepare related tax forms and verify the accuracy and completeness of all filings. Collaborate with external property tax service providers to manage the property tax compliance across all applicable jurisdictions. Ensure timely filing, payment, and documentation of property tax obligations. Review property tax assessments for accuracy, conduct research as needed, and communicate with jurisdiction to resolve or dispute any discrepancies. Maintain organized records and support documentation for audits and internal reviews. Work closely with the VP of Tax to assist with various ad-hoc tax projects and other indirect tax initiatives as needed. Assist in developing and maintaining tax-related documentation, policies, and procedure guides. Stay current with changes in tax regulations across property tax and ITC reporting. Required Skills, Knowledge and Abilities: 2-4 years of experience in indirect tax, property tax, or tax credit reporting (corporate or public accounting). Strong understanding of tax regulations, property tax and tax credits. Strong working knowledge of Microsoft Excel and tax filing systems. Excellent attention to detail, analytical skills, and organizational skills. Strong communication and problem-solving skills; able to interface professionally with internal teams and external partners. Ability to work independently, manage multiple deadlines and work effectively in a dynamic, and fast-paced environment. Compensation: $33 - 36/hourly DOE Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
    $33-36 hourly Auto-Apply 8d ago

  • Payroll Tax Specialist

    Restaurant365 3.9company rating

    Remote estate tax examiner job

    Restaurant365 is a SaaS company disrupting the restaurant industry! Our cloud-based platform provides a unique, centralized solution for accounting and back-office operations for restaurants. Restaurant365's culture is focused on empowering team members to produce top-notch results while elevating their skills. We're constantly evolving and improving to make sure we are and always will be “Best in Class” ... and we want that for you too! The Payroll Tax Specialist will be responsible for ensuring accurate and timely tax payments and filings are completed for our clients. This includes but is not limited to preparing, reviewing, and filing various tax returns while collaborating with both external and internal stakeholders. How you'll add value: Research, reconcile and prepare tax returns and payments for federal, state, local jurisdictions. Create and reconcile journal entries for state and local tax payments. Generate and complete EFTPS Batch Processor payments to the IRS. Setup and maintain portal access for various jurisdictions as needed. Maintain client ID numbers, rates, and deposit frequencies. Research payroll tax issues raised by internal stakeholders and customers and provide timely resolutions. Create and file amended returns as needed. Identify and resolve root cause discrepancies and recommend process improvements to reduce tax issues and improve filing efficiencies. What you'll need to be successful in this role: 2+years of payroll tax filing experience. Demonstrated working knowledge of U.S. local, state, and federal payroll tax laws, regulations, and compliance requirements to ensure product and services are compliant. Experience using QuickBooks or a similar accounting platform. Attention to detail and strong organizational and work prioritization skills. Knowledge and experience in the SaaS / Software industry preferred, but not required. Advanced demonstrated knowledge of Microsoft Excel and tax and payroll systems and how they operate. Ability to work with company executives to understand the company's business needs and strategy. Excellent written/verbal communication skills. Must be able to maintain confidentiality and use upmost discretion when accessing sensitive information. Able to meet and exceed strict deadlines while handling high volume of clients. R365 Team Member Benefits & Compensation This position has a salary range of $33.65-$47.12/hour. The above range represents the expected salary range for this position. The actual salary may vary based upon several factors, including, but not limited to, relevant skills/experience, time in the role, business line, and geographic location. Restaurant365 focuses on equitable pay for our team and aims for transparency with our pay practices. Comprehensive medical benefits, 100% paid for employee 401k + matching Equity Option Grant Unlimited PTO + Company holidays Wellness initiatives #BI-RemoteDYN365, Inc d/b/a Restaurant365 is an equal opportunity employer.
    $33.7-47.1 hourly Auto-Apply 60d+ ago

  • Tax Analyst

    Column Tax

    Remote estate tax examiner job

    🏔️ Tax Analyst at Column Tax At Column Tax, we're making tax filing simpler and more transparent for U.S. taxpayers by partnering with banking & fintech companies to offer embedded tax products. Named one of TIME Magazine's Best Inventions of 2024 and one of The World's Top 250 Fintech Companies by CNBC, we're building the next generation of tax software. We're looking for a Tax Analyst to help us expand our tax coverage and ensure our calculations are 100% accurate. 📊 Tax Analyst Role As a Tax Analyst, you'll play a crucial role in bridging the gap between complex tax regulations and our software implementation. You'll work closely with our engineering and product teams to ensure our tax platform is accurate, compliant, and user-friendly. What does a Tax Analyst role look like? Write the actual tax calculation code using tools built by our engineering team Directly implement federal & state tax forms & schedules into our software platform Build end-to-end tests for tax calculations to ensure accuracy Research federal & state tax law and serve as the subject matter expert Collaborate with the engineering team who provide frameworks and tools while actively helping achieve coverage and accuracy goals How do we measure success for Tax Analysts at Column Tax? Are we maintaining 100% accuracy in our tax logic while moving quickly? Are we expanding coverage to include more tax scenarios and jurisdictions? Are we staying ahead of tax law changes and implementing updates promptly? Are we continuously improving our testing and validation processes? 💻 About you: This position is fully remote and open to candidates based anywhere in the United States. We believe that people from a wide range of backgrounds have the opportunity to be successful in this role. You likely have one, or some combination, of the following: Deep experience with federal or state income tax laws Background in accounting, tax preparation, or tax advisory services Experience at a tax software company (TurboTax, H&R Block, etc.) Interest or experience in writing code to implement tax logic (you'll be coding, not just providing requirements) Understanding of federal or state XML schemas (a plus) CPA certification or tax-related degree (helpful but not required) Strong attention to detail and analytical skills Excitement about learning technical skills and directly implementing tax rules in code Most importantly, you're excited about building something from the ground up and embracing the ambiguity and change that comes with early-stage projects. You're a problem solver who enjoys tackling new challenges. ⭐ Things we value: Doing the right thing: Tax is an industry with a history of predatory practices; we're determined to fix that Focus: We know that doing great work takes long blocks of uninterrupted time Ownership: Everyone at Column is empowered to make big decisions Transparency: Expect honest & vulnerable communication Vision: Everyone on our team dreams big about solving complex problems ❇️ Benefits: Time off: Unlimited PTO with a minimum. We want you to truly recharge! High-quality health, vision & dental coverage Up to 16 weeks of fully paid parental leave Top-notch MacBook + home office budget ☑️ What happens after you apply: Intro call with one of our team members - A brief conversation to get to know each other Take home exercise: A short, time-boxed tax scenario Virtual one-day "onsite": Share your previous work & values, see what working with us would be like, and work through a tax/product problem live with the team At Column Tax, we're committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your past experience doesn't align perfectly with everything in the job description, we still encourage you to apply. You might be the right person for the role and we'd love the opportunity to meet you!
    $51k-74k yearly est. Auto-Apply 60d+ ago

  • Tax Associate

    Embark Recruiting Solutions

    Estate tax examiner job in Columbus, OH

    We are seeking a motivated and detail-oriented Entry-Level Tax Associate to join our client's growing tax team. This role is ideal for recent graduates or individuals beginning their career in public accounting or corporate tax. As a Tax Associate, you will work closely with senior team members to prepare and review tax returns, conduct tax research, and assist with various tax-related projects. Key Responsibilities: • Assist in the preparation of federal, state, and local tax returns for individuals, businesses, and organizations • Gather and organize financial data from clients and internal teams • Perform basic tax research using online databases and tools • Support the team during tax season and deadlines with data entry and administrative tasks • Maintain accurate and organized documentation of tax work and client communications • Stay current on relevant tax regulations and filing requirements • Assist with audits, notices, and other correspondence from tax authorities as needed • Collaborate with cross-functional teams to ensure accurate and timely tax reporting Qualifications: • Bachelor's degree in Accounting, Finance, or a related field (or currently pursuing) • Basic understanding of tax laws and accounting principles • Proficiency in Microsoft Excel and accounting software (experience with tax software like ProSystem fx, CCH Axcess, or UltraTax is a plus) • Strong attention to detail and analytical skills • Excellent written and verbal communication skills • Ability to work both independently and in a team environment • Willingness to learn and take on new challenges • CPA or CPA-eligible is a plus but not required
    $38k-64k yearly est. 60d+ ago

  • Tax Associate

    Lifestyle Construction Services

    Estate tax examiner job in Columbus, OH

    Job Title: Tax Associate Company: Builder's Resource Group Department: Finance/Accounting Reports to: Manager, Tax The Team You Will Join: We count on accounting and finance to deliver far more than just the numbers. Lifestyle Communities' (LC) Finance team helps us realize our goals and achieve our ambitions by identifying and capitalizing on opportunities to drive value. You'll join a dynamic team committed to elevating the company through process improvement and tax strategy. You will strategize, forecast, analyze, audit and research topics that have a direct impact on LC. Who You Are: As the Tax Associate, you will play an integral role in ensuring the organization's compliance with tax laws and regulations. You will be tasked with preparing tax returns, assisting with tax audits, researching tax-related matters, and supporting the overall tax strategy of the company. The Difference You Will Make: Complete analysis and prepare various returns including Federal, State & Local for corporate and partnership entities. Assist the tax manager with tax audits, inquiries, and controversies, including responding to tax authorities' requests for information, providing documentation, and resolving tax-related issues. Identify potential tax risks and communicate those to the tax team. Assist the tax manager with planning and forecasting throughout the year. Continuously evaluate and enhance tax compliance processes, procedures, and systems to improve efficiency, accuracy, and compliance. Stay up to date with changes in tax laws, regulations, and industry trends. Assist the tax manager with in-depth research and analysis on tax issues. Partner with cross-functional teams, including finance, accounting, legal, and business units, to gather and analyze relevant financial and operational data for tax compliance purposes. Assist the tax manager with other ad hoc projects and analysis as assigned. What You'll Bring: Work requires the ability to align and to embrace our Core Values: Performance, Communication, Leadership, Quality, Teamwork. Good grasp of tax technical knowledge and concepts and a desire to learn and develop knowledge of tax laws, regulations, and current tax developments. Highly organized with the ability to maintain a large volume of information. Strong analytical and problem-solving skills. Work requires the ability to become proficient with internal software programs as necessary. Work requires strong attention to detail, presentation skills and the ability to communicate both verbally and written. Work requires strong multi-tasking and communication skills. Ability to work independently and complete assignments in a timely and accurate manner. Minimum Qualifications Bachelor's degree in finance, accounting or related business discipline required. A minimum of two (2) years of previous and relevant tax compliance experience desired, especially within the real estate industry. CPA certification preferred. Experience with a public accounting firm or real estate company preferred but not required. Proficiency with Microsoft Office, specifically Excel, is required. Experience with CCH Axcess is preferred but not required. BRG123 Lifestyle Communities (LC) is an Equal Opportunity Employer.
    $38k-64k yearly est. Auto-Apply 20d ago

  • Response Examiner (Remote)

    Outlier Ai 4.2company rating

    Remote estate tax examiner job

    Join a global community of talented professionals to shape the future of AI. Earn up to $15 USD/hr and additional rewards based on quality of submission. Outlier is committed to improving the intelligence & safety of AI models. Owned and operated by Scale AI, we've recently been featured in Forbes for partnering experts with top AI labs to provide the high quality data for LLMs. We believe AI can only perform as well as the data it's trained on. That's why we work with contributors from all over the world, who help improve AI models by providing expert human feedback. This data has led to AI advancements for the world's leading AI labs and large language model builders. We've built a best-in-class remote work platform for our freelance contributors to provide valuable, specialized skills, and we in turn strive to provide them with a positive experience based on our core pillars of reliability, transparency, and flexibility. What you will be doing We are looking for someone who speaks fluent English to contribute their expertise toward training and refining cutting-edge AI systems. Adopt a “user mindset” to produce natural data to meet the realistic needs you have or would use AI for. Use the tool of rubrics to address user needs in a structured way. Evaluate AI outputs by reviewing and ranking reasoning and problem-solving responses from large language models. Contribute across projects depending on your specific skillset and experience. What we're looking for Education: Bachelor's degree or higher (or currently enrolled). Analytical and Problem-Solving Skills: Ability to develop complex, professional-level prompts and evaluate nuanced AI reasoning. Strong Writing: Clear, concise, and engaging writing to explain decisions or critique responses. Attention to Detail: Commitment to accuracy and ability to assess technical aspects of model outputs. Nice to Haves: Experience in fields like literature, creative writing, history, philosophy, theology, etc. Prior writing or editorial experience (content strategist, technical writer, editor, etc.). Interest or background in AI, machine learning, or creative tech tools. Compensation and benefits Earn up to $15 USD/hr, paid out weekly Rates vary based on quality, accuracy, and time spent. Paid via PayPal & AirTM Free access to Model Playground Interact, experiment and engage with leading large language models free of cost Flexible schedule and time commitment No contracts, no 9-to-5. You control your schedule. (Most experts spend 5-10 hours/week, up to 40 hours working from home Join a global community of Coding experts Join a global network of experts contributing to advanced AI tools Disclaimer: For non-core work, such as during initial project onboarding or project overtime phases, lower rates may apply. Certain projects offer incentive payments. Please review the payment terms for each project. Equal Opportunity Employer: Outlier is committed to fostering a diverse and inclusive work environment. We welcome applicants from all backgrounds and celebrate diversity in our workforce.
    $15 hourly 2d ago

  • Sr. Tax Specialist-Work hard play hard environment-Remote

    Merito Group

    Remote estate tax examiner job

    Are you ready for an exciting new challenge in the world of tax? Do you thrive in a fast-paced, dynamic environment where no two days are the same? Do you value work life balance and does having up to 6 weeks of PTO excite you? Then, we have the perfect opportunity for you! Although this is a remote role, you will be expected to occasionally come onsite so living in the DC Metro Area is a requirement. We're seeking a Sr. Tax Specialist to take the lead on complex tax projects for a diverse range of clients consisting of high net worth individuals, professional service firms, real estate, government contractors, construction contractors, and nonprofit organizations. Qualifications: * 5+ years of experience in public accounting * Bachelor's degree in Accounting, Finance or other related business field * Strong written and verbal communication skills * Ability to mentor and train staff * Knowledge of various Tax Software including ProSystem Tax, ProSystem Engagement and BNA preferred Responsibilities: * Point of contact for all tax matters, including tax research analysis, tax return preparation, and IRS audits. * Managing client relationships * Mentor and manage staff If you believe your education and experience are in line with what we're looking for and you are motivated, ambitious, and seeking a new and exciting opportunity, please send me a Word version of your resume to ******************* along with the best times, date and number to reach you at.
    $42k-72k yearly est. Easy Apply 27d ago

  • Work From Home - Tax Associate - 2+Yrs Paid Tax Experience Required

    Dev 4.2company rating

    Remote estate tax examiner job

    Jobs for Humanity is partnering with Intuit to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Intuit Job Description Overview Intuit is seeking Tax Associates for the upcoming tax season. If you have an active PTIN, we would love to connect with you! What You Get: Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of TurboTax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office. What you'll bring Who You Are: As a Tax Associate, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software. If you have obtained an Intuit Academy Level 1 badge, you are eligible with 1+ year of recent experience with 30 or more paid tax returns. You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes. You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner. For internal use: tst assoc How you will lead What You Will Do: In this role, you will help our customers complete their taxes using Intuit TurboTax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of “Powering Prosperity Around the World.” You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!
    $39k-61k yearly est. 16m ago

  • Tax Associate

    Benaiah Consulting Group. LLC 3.6company rating

    Remote estate tax examiner job

    Job Description 100% Remote Exceptional Growth and Team Culture Forward-thinking, People-Centric Leadership Team Are you a skilled tax professional with a passion for tax planning and helping businesses thrive? Do you want to work for a firm that values your contributions beyond just billable hours and is focused on the results and outcomes for clients? If you're someone who wants to break away from the traditional CPA firm model and work in a people-first, results-driven environment, this could be the opportunity for you! Keep reading to learn more about our forward-thinking client who is actively seeking a Tax Associate to join their fully remote team. Who They Are: Our client is a well-established firm known for delivering top-tier tax consulting, planning, and compliance services to small and mid-sized businesses. They specialize in complex partnership and pass-through entity tax issues, and the individual returns that flow from these business owners. With a team dedicated to making a real impact, they have experienced impressive growth over the last four years (100%+ YOY since 2019) and have maintained a very low turnover rate under 5% in that same timeframe. They focus on creating a balanced work environment, offering sustainable hours while providing exceptional client outcomes. This is a firm that genuinely values people, both clients and employees. The Opportunity: As a Tax Associate, you will work closely with the tax leadership team to assist with tax planning, compliance, and consulting for a range of businesses. You will be responsible for collaberating and working with Senior Tax Associates and firm leadership on client relationships and handling the day-to-day tax tasks for clients, including partnership and pass-through entity tax issues. This role will allow you to develop your technical expertise and further hone your skills as you support the firm's continued growth. Key Responsibilities: Prepare and review tax returns for small to mid-sized businesses, with an emphasis on partnerships and pass-through entities. Assist in the development and implementation of tax strategies to help clients navigate complex tax challenges. Support senior tax leaders in providing proactive tax consulting and planning services. Work directly with clients to address their tax needs and build strong, long-term relationships. Identify opportunities for process improvements to increase efficiency within the tax department. Collaborate with team members to ensure accurate and timely filing of tax documents. Stay current on tax law changes and their impact on clients. Who You Are: Experienced: You have 1+ years of experience handling complex tax matters within a CPA firm environment, and have a solid understanding of tax compliance and planning, particularly with partnership and pass-through entity issues. Detail-Oriented: You're thorough in your work and committed to accuracy and high-quality service for clients. Client-Focused: You enjoy working directly with clients, listening to their needs, and helping them navigate complex tax issues. Team Player: You work well with others, communicate effectively, and contribute to the firm's collaborative culture. Eager to Learn: You're motivated to expand your technical expertise and progress in your career. Why Our Client? Fully Remote: Work from anywhere - this isn't just a work-from-home role, it's a truly flexible, remote-first position. Work-Life Balance: Focus on sustainable hours year-round with no excessive billable hour expectations. Growth and Stability: Join a firm with a proven track record of growth and client success, where your contributions will help shape future success. People-Centric Culture: Enjoy a firm that values culture over the traditional CPA firm environment - your well-being and work-life balance matter here! Ready to Join Us? If you're ready to take the next step in your career with a growing, forward-thinking firm, we'd love to hear from you! Our client is actively interviewing and looking for the right person to contribute to their continued success and growth.
    $45k-73k yearly est. 29d ago

  • Tax Associate (Remote)

    Kickstart Accounting

    Remote estate tax examiner job

    Join Our Team as a Tax Associate at KSA Tax Partners, LLC! KSA Tax Partners, LLC. is a woman-owned, fully virtual accounting firm dedicated to empowering women business owners by not only filing their tax returns but helping them truly understand their finances. We're not your typical accounting firm-we don't offer transactional support. Instead, we become an essential part of our clients' teams, equipping them with the financial insights they need to thrive. Why Choose KSA Tax Partners? If you're ready to move away from the exhausting grind of traditional tax season, KSA Tax Partners offers a refreshing alternative. We limit our client base and provide year-round service, ensuring a consistent and stable work environment that allows for a healthy work-life balance. Position Overview: Tax Associate As a Tax Associate, you will be an integral part of our growing team, working closely with clients to deliver comprehensive tax preparation and strategy services. This role is perfect for a professional who is passionate about tax accounting, values client relationships, and is eager to make a difference in the success of women-owned businesses. Key Responsibilities: Client Relationship Management: Lead client calls, present tax returns and strategies to clients. Tax Preparation & Compliance: Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations. Financial Record Management: Collect, organize, and input financial data into tax software, ensuring accuracy and completeness. Client Onboarding: Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship. Collaboration: Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation. Who You Are: We are looking for a detail-oriented, calm, and adaptable professional who excels in a virtual work environment. The ideal candidate is a seasoned tax preparer with a strong background in client-focused service and a passion for helping businesses grow. Requirements: Software Proficiency: Strong experience with ProConnect, QuickBooks Online, Microsoft Word, and the Microsoft Suite. Experience: 5+ years of tax preparation, particularly with LLCs and S Corporations. Must have client-facing experience. Education: Bachelor's degree in Accounting, Business Administration or related field required License: Active CPA License Required Work Schedule & Compensation: Schedule: This role requires availability for 5 days a week during core hours (9-5 EST), with flexibility during slower periods. Location: We are currently accepting applicants from TN, NC, OH, FL, AL, IA, IL, TX, OR, OK, MA, VT Why You'll Love Working Here: At KSA Tax Partners, you'll join a supportive, innovative team that values continuous learning, career progression, and work-life balance. We believe in empowering our employees with the autonomy to excel in their roles while providing the resources and support they need to grow. If you're ready to bring your expertise to a forward-thinking firm and enjoy the benefits of a virtual, year-round role, we encourage you to apply today!
    $49k-78k yearly est. 38d ago

  • Property Tax Specialists (Growing in-house Department!) Remote

    Tax Staffing Solutions

    Remote estate tax examiner job

    Primary Job Function The Property Tax Representatives will supervise and coordinate the property tax function for the real and business personal property owned and/or operated by XXXX and its subsidiaries. The ideal candidate is a self-starting team-player who has previous corporate or consulting experience in the execution of all aspects of the property tax compliance cycle, including (but not limited to): the extraction and maintenance of property tax data from multiple systems, the high-volume preparation and submission of business personal property renditions throughout the United States, the high-volume payment and appropriate accounting of all property tax liabilities, property tax planning and budgeting, and the proactive resolution of all property tax audits. The Property Tax Representative will also assist the Property Tax Manager in the active mitigation of Corporate's property tax expense through formal and informal real estate and personal property appeals at the jurisdictional and state levels. This position requires the availability for occasional travel and requires the availability to occasionally (seasonally) work late hours and/or Saturdays. Core Job Responsibilities Under the supervision/direction of the Property Tax Manager, the Property Tax Representative will: Interact with multiple software systems/platforms to obtain asset data from multiple corporate divisions; Input and maintain, in good form, all property tax data in a central database; Prepare, analyze and submit annual business personal property renditions for all Abbott owned/operated facilities throughout the United States; Research and analyze the validity of assessed values for all real and personal property accounts by producing independent valuations using generally accepted valuation methods; Coordinate and execute the timely payment of all real and personal property tax liabilities ($40mm+) to hundreds of taxing jurisdictions throughout the United States; Prepare, respond and favorably resolve property tax audits for all Abbott owned/operated facilities; Maintain the property tax calendar to ensure compliance with all state and local deadlines; Coordinate, execute and supervise other projects as directed by management; Assist with the research, preparation and negotiation/adjudication of all real and business personal property tax appeals; Assist with on-site research and accompany the Property Tax Manager while touring Abbott facilities nation-wide. Assist with the research, preparation and presentation of quarterly property tax budget/accrual recommendations to the management; Assist with the preparation and submission of annual renditions, and the payment of tax bills, for Abbott's 5,000+ loaned equipment accounts throughout the United States; Assist with the research, creation and implementation of process improvements; Be responsible for continuous self-improvement and continuing education in a fast-paced and rapidly-changing legal and technological landscape. Resume to: taxstaffing@gmail.com
    $33k-54k yearly est. 60d+ ago

  • Unemployment Tax Specialist

    Msccn

    Estate tax examiner job in Hilliard, OH

    ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. As an Unemployment Claims Specialist you will be tasked with receiving, analyzing and building claims for states and Unemployment Insurance Consultants. What you'll do Analyze unemployment claims and questionnaires via SIDES, state websites, and scanned mail copy. Determine best course of response to send to client for request based on SLA's with clients, state instructed deadlines and internal practices. Consult with state adjudicators to provide timely and accurate information on claims and questionnaires. Answer phone calls and provide responses to state agencies on needed information regarding claims filed. Construct information requests from state agencies to go directly to clients. Adhere to all state regulations and guidelines. Address questions, concerns or issues with internal teams and escalate as needed. Work as a team with Unemployment Insurance Consultants to ensure accurate and necessary information is provided to states on behalf of clients and documented properly for auditing purposes. Testify in unemployment hearings regarding timeliness of claim responses. Ensures work is accurate and complete, processed timely and free from errors for auditing purposes. What experience you need Associate's degree (A.A.) or equivalent from two-year college or technical school; or two years customer service related experience and/or training; or equivalent combination of education and experience. Bachelor's degree preferred. Experience dealing with dated material and/or strict adherence to deadlines Excellent analytical skills, problem solving and decision making abilities Proficiency with Microsoft Office PC applications including Word, Excel, and Outlook Ability to type 35 WPM You possess excellent written and verbal communication skills with the ability to communicate with team members at various levels, including business leaders. What could set you apart Previous experience or familiarity with Unemployment Insurance and the Unemployment Claims process Previous office experience with an emphasis on customer service, organization of work duties and performing job functions independently Proficiency with Microsoft Office PC applications including Word, Excel, and Outlook
    $36k-61k yearly est. 8d ago

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