Tax Returns jobs near me - 213 jobs

About the Job Acloché is seeking a direct hire, full-time Accounting Specialist to support corporate accounting functions. The Accounting Specialist is responsible for assisting with a variety of accounting duties, which may include processing of accounts payable, the preparation of various tax returns and payments, processing and management of various operational reports, processing of accounts receivable, payroll, and researching and resolving discrepancies. Responsibilities: Complete input of all accounts payable invoices into Microsoft Dynamics. Print weekly accounts payable checks and credit card payments and ensure timely mailings. Coordinate the resolution of accounts payable problems arising from the bill/vendor reconciliation. Ensure compliance with commercial activity tax (CAT), sales tax, and payroll tax reporting requirements and deadlines, maintain related records, prepare payments and complete monthly and/or quarterly tax returns. Assist in the preparation of the annual audit. Assist with payroll, AR, and/or other accounting functions and tasks as needed. Requirements: Two (2) years related post-secondary education or the equivalent which may include a combination of education or experience. Proficient with Microsoft Office. Administrative skills including report preparation and record keeping. Standard business hours FLSA status:Non-Exempt Compensation includes hourly pay rate negotiable based on previous experience, paid time off and paid holidays, and comprehensive benefits plans. Acloché is a woman-owned, Columbus-based staffing firm and has been helping Central Ohio job-seekers and employers since 1968. Our mission is to connect people with great jobs to help them attain their greatest potential. AboutAcloché At Acloché, finding your next great job opportunity is so much more than just completing an application. Our team is fully committed to connecting you with the best opportunities to complement your goals and skills.We offer temporary, temp-to-hire, and direct hire jobs in a wide variety of industries throughout Central Ohio.At Acloché, we know people. Let us know you!

Our Staff Accountant will act as a Controller to provide support, preparation and review on multiple tax projects to provide quality tax services and deliverables for our company. This position is intended to rapidly grow within our company. It requires strong technical and communication skills to coordinate with peers, managers and clients to ensure timely, quality delivery of both simple and complex tax projects. The ideal candidate will have a strong analytical skills and attention to detail. We are now hiring for ALL of our locations: Stealth Auto Recovery, Excite Towing, Wayne's Auto Powell, Wayne's Auto Schrock, Wayne's Auto Westerville, Mann's Expedite Service, H.I.N.T., Excite Collision Repair, and Ernie's Auto Repair! Responsibilities Conduct basic tax research and correspondences Prepare support services for tax planning and preparation Manage client information requests and deliverables Ensure accurate, timely filing of federal, state, and local tax returns Ensure quality standards are maintained Provide support on special tax projects and initiatives Collaborate with staff, clients and management Desired Skills and Experience Bachelor's degree in Accounting Minimum of 1 year public accounting experience in tax Positive attitude and ability to work collaboratively with team in various levels Good interpersonal, oral and written communication skills Strong computer skills with knowledge and skills in a wide variety of applications, especially Microsoft Excel, Microsoft Word, and Microsoft Outlook Research orientated with problem-solving skills Superior attention to detail with strong organizational, analytical, and planning skills Flexible in dealing with change with ability to manage multiple priorities and projects, and meet deadlines in a fast-paced environment Desired Skills and Experience Enrolled Agent (EA) Certified Public Accountant (CPA) Project Management experience Tax Return review Tax Planning experience Direct communication with clients Benefits In our company, education and development is necessary and shows in our commitment to your success through our competitive compensation and benefits package. We value time and effort and want to work to preserve the best possible environment for our employees. We work to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. View all jobs at this company

A leading public accounting firm is seeking a Senior Tax Manager specializing in private client services in Seattle. Ideal candidates will have over 6 years of tax experience and a CPA license. Responsibilities include managing tax returns, designing tax strategies, and leading a small team. This position offers flexible engagements and competitive compensation. If you thrive in a collaborative environment and have a passion for client engagement, we want to hear from you. #J-18808-Ljbffr

Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology - all while contributing as a member of a values-driven organization - we want to hear from you. Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time. About your role We are hiring a few Senior Associates to join our team. This is an exciting opportunity to join a fast paced start-up environment to help build out Juniper Square's Fund Administration service offering. Juniper Square is on a mission to transform the Fund Administration offering to Private Markets. We are more than a Fund Administrator, we are a Modern Fund Administrator. As a Senior Fund Accountant you will partner with the customer, other members of the fund accounting team, and Investor Services and Fund Administration Onboarding teams to deliver fund accounting and reporting services to Juniper Square's Private Market customers in the Real Estate, Private Equity, and Venture Capital space. You will have a significant opportunity to shape the trajectory of our service offering and in so doing help to deliver a best-in-class experience to our customers. We are a team of values based self-starters with a curious mindset and the motivation to use technology to our advantage so that we are continually iterating and improving on the status quo. This is an opportunity to couple prior education and experience and to learn from some of the best talent in Private Markets. What you'll do Support major decisions regarding team buildout and operational policies and procedures Define and support the implementation of fund administration workflows, applying best practices and process efficiencies Interface directly with clients to deliver an outstanding client experience Serve as a technical accounting expert and key advisor on significant business/accounting decisions for the team Perform accounting, analytical, & financial reporting duties; ensure client and investor reporting is prepared and completed timely and accurately Review waterfall calculations and capital calls and distributions in accordance with clients' Limited Partnership Agreements Prepare and review asset- and fund-level performance metrics (IRRs, TVPI, etc.) Assist in preparing, compiling, and verifying external client and regulatory reporting Prepare financial information for stockholders/investor reports Assist with annual audits, including preparation of the initial draft of the annual audit report and related schedules and disclosures; assist with PBC list (Prepared By Client) and tax returns Research and assist in interpreting the impact of recent accounting developments Qualifications 3+ years of fund accounting or audit experience with exposure to Private Equity, Venture Capital, Private Credit and/or Real Estate funds Bachelor's degree in Accounting or related field required. Investran experience preferred. Exposure to complex fund structures, waterfall calculations, performance metrics (IRRs), distributions and capital calls calculations Experience with annual reporting (audited financial statements) Passion for technology and a desire to use technology to improve business operations Experience scoping out system requirements and implementing new systems Strategic thinker with the ability to master both the details and the big picture Ability to handle many projects at once without losing track of the details Comfortable with ambiguity, excellent work ethic and likes to take ownership of your work At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don't meet all the qualifications. Compensation Compensation for this position includes a base salary, and a variety of benefits. The U.S. base salary range for this role is $85,000 - $105,000. The Canadian base salary range for this role is $80,000 - $110,000. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable. We are actively hiring for this role in Canada, and offer competitive local pay and benefits. Your recruiter can provide further details. Benefits include: Health, dental, and vision care for you and your family Life insurance and disability coverage Mental wellness coverage Fertility and growing family support Flex Time Off in addition to company paid holidays Paid family leave, medical leave, and bereavement leave policies 401k retirement savings plan Healthcare FSA and commuter benefits programs Allowance to customize your work and technology setup at home Annual professional development stipend #LI-Remote #LI-BA1 #Juniper-US

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. Drake Software is a leading digital tax filing platform which offers customers professional digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. Drake Software is a member of the Taxwell family of products. We are an organization of forward thinkers looking to add industry experts to our growing team. This role will primarily support Drake Software as we provide the tools and support tax professionals need to build their businesses and attract new clients. We are an organization of problem solvers continually looking for solutions to support our customers. Our customers know they can rely on Drake Software for comprehensive product excellence and value. Job Summary The Sales Development Representative (SDR) at Drake Software is responsible for identifying, qualifying, and generating new business opportunities. This role involves reaching out to prospective clients, building robust relationships, and effectively communicating the value of our software solutions. The ideal candidate is a motivated, energetic professional who excels in a fast-paced environment and is passionate about driving growth. Key Responsibilities Prospect & Qualify Leads: Conduct research to identify potential clients and key decision-makers in target markets. Utilize various channels (cold calling, email campaigns, social media, etc.) to generate and qualify leads. Connect & Consult: Initiate first contact with potential clients to understand their business needs and challenges. Clearly communicate how Drake Software's solutions can provide tailored benefits and resolve specific pain points. Uncover and identify pain points to understand the needs of the prospective customer's business Lead Management: Maintain accurate and up-to-date records of all lead interactions and follow-ups in the CRM system. Manage and nurture leads through the sales funnel to schedule appointments, demos for the sales team and warm transfers. Adherence to lead cadence and follow best practices Collaboration: Work closely with the sales and marketing teams to develop effective strategies and campaigns. Provide feedback on market trends, customer needs, and the competitive landscape to refine product positioning and outreach tactics. Performance Metrics: Meet or exceed monthly and quarterly targets for lead generation, qualification, and appointment setting. Continuously track performance and identify areas for improvement to achieve business development goals. Schedule Expectations: Monday-Friday 8:00 am to 5:00 pm Additional Hours: Occasional Saturdays and overtime as needed Travel Requirements: Travel up to 15% of the time to attend trade shows and participate in team events as needed. Qualifications Education: Bachelor's degree in Business, Marketing, Communications, or a related field preferred. Experience: 1+ years of experience in sales, lead generation, or business development, preferably in the software or technology industry. Proven track record of achieving or exceeding sales targets. Technical Skills: Proficiency with CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite. Familiarity with sales automation tools and digital communication platforms. Soft Skills: Excellent communication, negotiation, and interpersonal skills. Strong analytical skills with the ability to translate data into actionable insights. Self-motivated, resilient, and results-driven. At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at ************** or by calling ************ to speak with a member of the HR Talent Acquisition team.

Primary Duties & Responsibilities Analyze and review income tax records and returns of individuals and flow through entities to identity tax planning opportunities. Partner with other highly-credentialed professionals on the team and NM advisors to deliver tax planning strategies and solutions for advisors' clients. Stay current on income tax laws/regulations and tax planning trends. Consult with attorneys, analysts, and other CPAs to implement strategies and solve complex planning issues on behalf of clients. Research and analyze tax issues to assist NM advisors. Deliver tax planning analyses and consultations alone or in combination with attorneys and financial planners' estate and financial planning engagements. May assist in tax return reviews for tax preparation service line. Serve as a thought leader on income tax related topics. Qualifications: Bachelor's degree required. Active CPA license or JD required. Master's degree preferred Minimum of 10 years relevant individual income tax experience with a national or regional accounting firm, family office or financial services company. Additional business or trust and estate tax experience is preferred. Client centric verbal and written communication skills with emphasis on ability to articulate complex tax concepts in an understandable way. Experience in high-net-worth individuals Familiarity with income tax planning software and tools Strong interpersonal skills and demonstrated ability to work on a team #LI-Remote Compensation Range: Pay Range - Start: $112,210.00 Pay Range - End: $208,390.00 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

GIG - West / Generation, Industrial & Government is not eligible for recruiting or sourcing by outside parties. Disclaimer: Be cautious and only respond to emails from our “mesainc.com” domain. We will never ask for sensitive information, such as bank account details, SSN, etc., via email. If you receive any communication asking for such information, it is not from Mesa. For any concerns, or to verify the authenticity of a message, please contact us through our official channels. This is a virtual position in the United States where you will work from your personal residence in a distraction free space. We are currently hiring/performing work in the following state: any US state. We've got the power to energize Your career and spark YOUR Work/Life Balance through professional development and exceptional benefits. Don't delay, plug in today for an inclusive meaningful career in power, distribution, transmission, engineering, design, technology, or innovation at Mesa Associates, Inc. Mesa seeks a Senior Mechanical Engineer with experience in fossil and hydro power generation projects. Experience with multi-discipline projects in fossil and hydro power generation is required. Familiarity with PG&E, SCE, or other power generating utility processes is preferred. Knowledge, Skills, and Abilities: Ability to identify, analyze, and solve the more difficult technical problems related to specialty area. Possess aptitude for computing and design. Possess good verbal and written communication skills. Possess good interpersonal skills to build relationships and work effectively in a team environment. Possess willingness to accept responsibility for technical adequacy of all output. Possess willingness to adhere to Mesa and customer safety requirements. Possess working knowledge of computers and software such as AutoCAD, Microsoft Office Suite, and software used for specific technical applications within the department. Education/Experience/Licensure: BS in Mechanical Engineering from an ABET accredited college or university 8-20 years California PE Responsibilities: As a fully competent Engineer, independently evaluates, selects and applies engineering principles and practices relevant to the project requirements. Capable of acting as Lead Engineer on single discipline projects or smaller multi-discipline projects, responsible for determining design approach and working with design team to prepare required design documents (e.g., drawings, specifications, calculations, etc.). Responsible for conceptualizing the initial design approach for a major phase of a large project, or have overall responsibility for the engineering work on a project of limited scope. Exercises judgment in the independent evaluation selection, and substantial adaptation and modification of standard techniques, procedures, and criteria. Performs calculations using engineering formulas and skills or application specific software. Manages personal task assignments, and for designated projects manages assignments of other design team members to ensure adherence to scope, schedule and budget. Identifies conflicting design or schedule requirements and generates Project Deviation Notices in a timely fashion May work as a Project Engineer. May make project level decisions on assigned projects. BENEFITS: Paid Time Off Holiday Pay - 10 Annually Group Medical/Dental Insurance Life Insurance (Company Paid) Disability Insurance (Company Paid) 401(K) Retirement Savings Plan 401(K) Matching Contribution Section 125 / Cafeteria Plan Long Term Care Insurance Tuition Reimbursement Fitness Center Reimbursement Annual Performance Bonus 9/80 Work Schedule ANNUAL SALARY RANGE: $125,643.12 - $174,674 The expected compensation is a range determined by factors including but not limited to education, experience, and qualifications of the candidate, internal equity, work location, and hiring department's fiscal resources. Notice to External Search Firms: Mesa Associates, Inc. and its subsidiaries do not accept unsolicited resumes and will not be obligated to pay a placement fee for unsolicited resumes. Mesa Associates, Inc. Talent Acquisition engages with approved search firms directly for specific hiring needs.

The Rotation Staff position presents an excellent opportunity for those who are interested in gaining experience in both tax and assurance post-graduation. A Rotation Staff will actively participate in the completion of both assurance and tax procedures. Complete financial statements audits, reviews, tax returns, and other miscellaneous projects for clients in various industries. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development. Tasks: Assist in the execution of audit, review and other assurance engagements. Prepare financial statements and other related documents. Prepare partnership, corporate and individual tax returns and complete tax planning and other tax consulting procedures. Perform analysis of financial and non-financial information for clients. Profitability: Complete assignments within established budget. Achieve charge hour budget and minimum billable hours as established by Firm. Participate in approved non-client initiatives to improve firm administration. Consistently utilize all firm and department software efficiently. Complete accurate, neat, organized workpapers and other documents free of basic grammatical, spelling and calculation errors. Practice Growth: Represent firm and build relationships by participating in outside activities. Develop and demonstrate strong leadership skills. Demonstrate excellent written and verbal communication skills. Client Focus: Develop and display knowledge of GAAP, GAAS, tax rules and regulations, and demonstrate good judgment. Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio. Collaborate with team members and other associates within the Firm to identify client needs and develop recommended solutions to problems. Comprehend new and complicated issues and perform basic research to solve complex problems. Brand Culture/Development: Exemplify Brand Attributes of the Firm. Comply with all policies and procedures of the Firm. Demonstrate ability to work in a team environment and address conflict with peers. Consistently seek feedback on performance from superiors and enhance and develop professional and technical skills. Work Experience and Education: BA or BS in accounting or a related field. Must be eligible to sit for the CPA exam. Strong proficiency in the use of technology and basic PC applications (Excel, Word). Organizational Relationships: Staff will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process. Special Requirements: Reliable transportation for on-site client work. Ability to work evenings and weekends based on time of year and client demands. GBQ participates in E-Verify.

With over 25 years of experience, JMAC Lending has established itself as a leader in the industry. We pride ourselves on our innovative products, outstanding service, and unwavering commitment to supporting our partners in growing their businesses. Our culture revolves around surpassing conventional market options, positioning us as the preferred lender for our clients. Our team boasts impressive credentials and participates in ongoing education to blend knowledge with experience seamlessly. Built on a foundation of the highest ethical standards, our company excels in delivering competitive product pricing for wholesale and correspondent lending to our valued clients. The Opportunity: This role entails underwriting agency and non-agency loans (including both Manual and AUS), alongside Alternative Doc loans. You'll play a crucial part in evaluating supporting documentation to determine borrowers' creditworthiness and their capacity to fulfill mortgage obligations. This includes reviewing a variety of documents such as credit reports, income and asset documentation, appraisals, collateral reports, and fraud prevention tools, as well as any other necessary paperwork to make informed decisions. This is a Full-Time/Fully Remote opportunity with working hours from 8:00am-5:00pm PT Monday-Friday offering competitive pay ranging from $90,000 to $110,000 annually plus bonus. Key Responsibilities: Conduct a comprehensive and precise analysis of all loan documents, including the AUS decision report, credit report, various income sources (both complex personal and business returns), assets, preliminary title report, appraisal, purchase agreement, escrow instructions, occupancy verification, as well as performing checks for red flags and potential fraud. Underwrite NON-QM, Jumbo, and Fixed Rate Second Mortgage programs. Review multiple income types including Full Doc, DSCR, Asset Utilization, Asset Depletion, Bank Statements(Business, Personal, and Co-mingled), P&L, 1099, Foreign National. Complete income calculations using both manual and system-based methods for all listed income types. Meticulously manage loan files and clear any conditions, demonstrating both attention to detail and a sense of urgency to meet customer needs. Accurately log loan data and decisions into our operating system, ensuring precision at every step. Review transaction matrices and internal investor overlays to guarantee compliance with all investor guidelines. Apply and uphold effective fraud detection methods. Proactively request additional information or documentation as needed, and identify risk factors that may affect the quality of the loan file. Assist in resolving any pre-funding or post-purchase loan issues by collaborating with the post-closing department to address any outstanding conditions or concerns. Communicate loan decisions clearly and professionally via phone or email to foster positive and productive relationships with colleagues and clients. Maintain open channels of communication with brokers and sales staff to ensure all inquiries are addressed promptly, showcasing exceptional customer service skills. Requirements Must have recent underwriting experience with all Conventional loans products for a minimum of 5 years and is current on all updated guidelines, policies, and procedures. Current jumbo, non-agency, and alternative document experience for at least 3 years. Must be able to multi-task in a fast-paced environment while maintaining a high level of quality. Extensive knowledge of all FNMA/FHLMC and investor guidelines. Extensive knowledge of complex tax returns including multiple businesses and multiple financed properties. Able to multitask within multiple product suites. Maintain quality and production standards as set forth by management. Strong attention to detail, organization, and communication skills. Ability to work independently and adapt to a constantly changing environment Communication skills, verbal and written, capable of expressing complex issues and soliciting input from a broad audience. Must comply with all BSA/AML requirements as well as any mandatory changes. Benefits Comprehensive Health Care Plan (including Medical, Dental, & Vision) Life Insurance Options (Basic, Voluntary & Accidental Death & Dismemberment) Generous Paid Time Off (for Vacation & Holidays) Secure Retirement Plan (401k) Short-Term & Long-Term Disability Coverage Family Leave Benefits Access to Wellness Resources JMAC Lending, Inc. is an Equal Employment Employer. We are committed to workforce diversity. Qualified applicants will receive consideration without regards to age, race, religion, sex, sexual orientation, gender identity or national origin. DISCLAIMER: JMAC Lending is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

Join Woven Legal LLC as a Part Time Estate Planning Paralegal and embrace the flexibility of a fully remote role. This position offers you the freedom to design your work environment, allowing you to balance your professional and personal life seamlessly. Earn competitive pay at $30/hour while engaging in meaningful work that directly impacts clients' lives. This role invites you to leverage your problem-solving skills and customer-centric mindset in a supportive, fully remote setting. Collaborate with a passionate team dedicated to providing exceptional service, all while maintaining your integrity and fostering an abundant thinking approach. If you're looking for an opportunity to make a difference from the comfort of your own home, this is the ideal position for you. Seize the chance to grow your career with us at Woven Legal LLC! What would you do as a Estate Planning Paralegal As a Part Time Estate Planning Paralegal at Woven Legal LLC, you will play a crucial role in the intricate process of estate management. Your responsibilities will include gathering essential data related to current estate plans and assessing assets, which will form the foundation of your work. You will draft wills, codicils, trust agreements, and necessary amendments, as well as manage the preparation and recording of powers of attorney. Your skills will be put to use in locating witnesses for wills and notifying heirs about probate proceedings. You'll also publish notices to interested parties, order vital public records, and collect asset information for tax returns. Tasks such as handling ancillary administrations, maintaining estate financial records, and preparing claims for insurance proceeds highlight the impact of your role. You'll ensure compliance with trust provisions while communicating regularly with beneficiaries, managing expectations, and coordinating with other professionals for a seamless estate planning process. What you need to be successful To thrive as a Part Time Estate Planning Paralegal at Woven Legal LLC, a strong foundation in estate planning, probate, and guardianships is essential. An ideal candidate will possess excellent organizational skills to manage multiple cases effectively, ensuring all documentation is accurate and timely. Proficiency in legal software and tools relevant to estate management will enhance your productivity and facilitate smooth workflows. Strong analytical abilities are necessary for interpreting will provisions and conducting post-mortem tax planning calculations. Effective communication skills will be key in maintaining relationships with beneficiaries and coordinating with other professionals, such as accountants and financial advisors. Attention to detail is imperative for tasks like drafting legal documents, preparing trust accountings, and ensuring compliance with trust provisions. A proactive problem-solving mindset will enable you to handle complex situations and provide clients with the support they need throughout the estate planning process. Knowledge and skills required for the position are: strong background as a paralegal working estate planning Probate and Guardianships If you have these qualities and meet the basic job requirements, we'd love to have you on our team. Apply now using our online application!

From a small family business to a multi-billion-dollar global company, Sonoco has been changing the face of products and packaging since 1899 - all while keeping the heart of “People Build Businesses” alive. Our talented people are at the core of our growth, constantly reinventing the Sonoco wheel with brilliant solutions every year. Today we are a world leader in global packaging solutions with diversified operations in over 34 countries. We're extremely proud of our portfolio of brands, our achievements in sustainability and industrialization and the groundbreaking work accomplished by our people. We are looking for the right person to join our fun and diverse international tax team. While reporting to the Associate Director of International Tax, you will be primarily responsible for a portion of the U.S. federal income tax compliance and income tax provision calculations for our international entities and supporting international tax special projects, including M&A, Pillar 2, and transfer pricing. You will work closely with various team members from within and outside the tax department and may assist with cross functional ad hoc projects as needed. We are looking for a highly motivated individual with strong tax compliance skills, who can think and adapt quickly. What you'll be doing: Assist with preparation of international tax compliance for our consolidated federal tax return (Forms 5471, 8858, 8865, 1118, 5713, 8975, 8991, 8992, statements and elections). Track pretax earnings, adjustments, and taxes for the calculation of E&P and tested income. Help manage the review of quarterly tax provision supplemental and annual TBBS files, supporting workpapers, account reconciliations, and documentation. Communicate issues and findings to senior tax management. Prepare E&P studies, tax basis studies, and other special projects. Assist with quarterly Subpart F and GILTI calculations. Assist with quarterly Pillar 2 calculations and other Pillar 2 matters. Assist with our annual transfer price compliance study and other transfer pricing special projects. Assist with tax aspects of M&A transactions. Provide support for or lead various tax projects as needed. Build collaborative relationships across the organization. Other duties as assigned. Opportunities to rotate with other tax groups (domestic, state and local, property tax) if desired! This position can be fully remote. We'd love to hear from you if: At least 5 years of directly related corporate tax compliance and provision experience in public accounting and/or with a multinational company, primarily experience with large, complex, multinational U.S. income tax filings. Firm grasp of US federal income tax laws and regulations for international subsidiaries (Subpart F, FTC, GILTI, BEAT, etc.). Detail oriented focus with excellent analytic, problem solving, and communication skills. Self-motivated with the ability to manage multiple assignments. Strong time management skills. Ability to work effectively as both an individual and in a team environment. Ability to work in a fast-paced environment when required. Bachelor degree in accounting or taxation; MST/CPA preferred. Experience with Corptax, HFM, and OneStream preferred, but not necessary. Proficiency with Microsoft Excel is preferred. Compensation: Associate Manager, Tax: The annual base salary range for this role is from $122,240 to $137,520, plus annual target bonus of 7.5% of base salary. #LI-TW1 At Sonoco Products Company, we offer a comprehensive total rewards package, including competitive pay and benefits. *Benefits listed below are for employees located in the U.S. Specific benefits and wellbeing programs may vary depending on your location (within the U.S. or global), or if you are a union employee. Benefits Medical, dental, and vision coverage for you and your dependents, including FSA and HSA options 401(k) retirement plan with company match Wellbeing tools and resources to support holistic health, including an Employee Assistance Program with a variety of services Paid time off and holidays to recreate, rejuvenate and care for the health of yourself and family Variety of company paid and voluntary employee-paid insurance plans including life, personal accident, and disability insurance Tuition reimbursement We are an equal opportunity employer, and we strictly prohibit and do not tolerate discrimination against employees, applicants or any other covered persons because of race, color, religion, national origin or ancestry, sex, pregnancy, sexual orientation, marital status, gender identity or expression, age, disability, genetic information, veteran status, or any legally protected characteristic.

The Purpose of This Role You will be playing a software developer role with in the NAV domain in FFIO. You will work closely with the tech lead, product owners, architects to develop define the technical strategies and design. This role requires a hands-on experience to collaborate with the other developers to deliver the features with quality under the minimal guidance. The Value You Deliver Design and build a quality solution which aligns with the technology blueprint and best practices. Solving the technology solutions by working closely with the senior developers, tech leads, architects and contributing highly to the design strategy, coding standards with the peer developers for the quality deliverables Using technology skills to translate the vision for divisional initiatives into business solutions by developing complex or multiple software applications. Adhering to the project development policies, procedures, standards, and strategies. The Skills that are Key to this role Technical / Behavioral Proven hands on experience with API Design and development of muti-layer architecture using Java/J2EE solutions and Spring framework Design and develop webservices, database schema, PL/SQLs, stored procedures, and transactional SQL within DB2 / Oracle databases; Hands-on in GIT and branching strategies Exposure in resolving technical roadblocks involving multiple technologies. Adhering code reviews, unit testing, and integration testing completeness. Helping to coordinate the delivery of technical components across internal/external technical teams. The Skills that are Good To Have for this role Proven technical skills as an individual contributor. Able to be highly productive on an agile project delivery team. Collaborate with DevOps engineering to implement continuous integration and deployment using Jenkins and uDeploy tools; analyzing code quality issues using Sonar; implementing application resiliency procedures using HP Operations Orchestration; and process management using HP Service Manager and ServiceNow. Maintain trusted relationships with technical and business partners. Ability to learn with minimal guidance. How Your Work Impacts the Organization Fidelity Fund & Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products, preparing fund financial statements, dividend estimates and tax returns, monitoring delivery of fund trades to custodian banks, processing corporate actions, collecting securities income on behalf of the funds, reconciling, reporting and moving money in support of fund shareholder transactions, and managing fund liquidity. The Expertise We're Looking For Bachelor's degree or higher in Computer Science Engineering/ Information Technology, Information Systems 3+ years of hands-on technical experience Strong team player that thrives in a collaborative environment Strong written and verbal communication skills Quick learner and a great team player Experience in the financial services industry, preferably in the Mutual Fund environment, is a plus. Compensation, Benefits and Duration Minimum Compensation: USD 37,000 Maximum Compensation: USD 132,000 Compensation is based on actual experience and qualifications of the candidate. The above is a reasonable and a good faith estimate for the role. Medical, vision, and dental benefits, 401k retirement plan, variable pay/incentives, paid time off, and paid holidays are available for full time employees. This position is not available for independent contractors No applications will be considered if received more than 120 days after the date of this post Same Posting Description for Internal and External Candidates

The ideal candidate is responsible for learning the specific administrative activities common to a public accounting firm and applying their technical skills to efficiently process client work. common to a public accounting firm and apply their technical skills to efficiently process client work, provide administrative support to individuals within the firm and assist with internal firm administrative tasks and projects. Responsibilities Respond to all incoming phone calls and emails in general Troubleshoot software and equipment problems Assist in the digital process of data storage in relation to internal and client files. Type various correspondence, copy, assemble and mail (or email as appropriate) Manage orders for supplies and miscellaneous purchases for the company (flowers, gifts for clients, etc.). Provides digital drafts of all client engagement letters to engagement managers for editing and approval. Once approved, finalizes and mails them. Assists with monthly client newsletter and maintains online presence, including website, Facebook, etc. Assists the Company Administrator with marketing projects. Maintains the Firm Administrator's and other staff's schedules as needed. Remind clients of upcoming meetings. Track, communicate and monitor due date lists for all tax returns, including. Releasing tax returns, as needed. Other duties, as requested by the Firm Administrator. Key Performance Indicators. Excellent knowledge of PC's with accurate data entry and advanced computer skills with Microsoft Office certifications. Ability to work under stress to maintain proper connection between management team members, employees and clients. Ability to exchange information, present ideas and communicate facts and other information clearly and concisely. Ability to work effectively in a remote office environment and possess an executive presence in speech and manners. Ability to manage own workflow with minimal supervision and to resolve complex issues and problems with management team members. Good communication and organizational skills; display accuracy when working with details, paying particular attention to grammar, spelling and punctuation. Ability and willingness to meet attendance standards and work overtime as requested. Ability to cross-train in all administrative positions to achieve a full understanding of administrative needs across the company and facilitate the work of the administrative team throughout the company. Possess versatile administrative skills to be able to perform other duties, as needed, when requested by the Firm Administrator (or Managing Partner) Monitor team satisfaction based on team feedback surveys.

Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work? J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets. The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations. Whether it is honing your skills or building your network, we know that success cannot come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your team and establish a long-term career. We are seeking an Intern to join our Economic Damages & Valuations team. This is a unique opportunity for an entrepreneurial, highly driven person with a well-rounded skill set to apply their finance and accounting knowledge across a variety of different projects. As an Intern on the Economic Damages & Valuations Team, your responsibilities will extend beyond those of traditional interns. The ideal person for this role will need to not only have a strong grasp of accounting and finance concepts, but also be flexible and a strategic thinker able to take on a variety of tasks. You will be responsible for shadowing members of the company as they perform their duties; assisting with research, filing, data entry, and preparing accurate and complete financial analyses. Job Responsibilities: Attends orientation training. Conducts tasks assigned by Associate Accountants, including: Basic entry of financial statement, tax return, and transactional data into firm templates. Basic input financial statement, tax return, and transactional data. Basic preparation of document grids related to discovery responses. Gathering of documents for use in discovery responses. Document management assistance. Assistance with engagement tasks. Basic research and business valuation assistance. Basic report drafting. Compiles data for disclosure statements in divorce matters. Preparation of data for demonstrative tables, charts, and graphs. Document organization. Attends internal training events. Qualifications Required Qualifications Pursuing a Bachelor's or Master's Degree in Accounting, Finance, Economics, or related field required. CPA or CPA Candidate. Computer skills required: Accounting Software (e.g. QuickBooks); Development Software; Internet Software; Spreadsheet Software (Excel); Word Processing Software (Word); Electronic Mail Software (Outlook); and Presentation software (PowerPoint). Outstanding interpersonal communication, organizational, and analytical skills. Physical and Mental Job Qualifications Occasionally required to stand. Frequently required to walk. Continually required to sit. Continually required to utilize hand and finger dexterity. Continually required to talk or hear. Occasionally exposed to outside weather conditions. While performing the duties of this job, the noise level in the work environment is usually quiet. The employee must occasionally lift and /or move more than 25 pounds. Specific vision abilities required by this job include: Close vision; Distance vision; Color vision; Peripheral vision; Depth perception and ability to adjust focus. Additional Information Some of the Benefits We Have Include J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team's needs. Our flexible work environment allows employees to work remotely, when needed A reasonable estimate of the salary range for this role is $30 per hour. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, management responsibility, etc. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein. California residents can click here to learn more about the personal information we collect and here to learn about additional privacy rights that may be available. Please explore what we're all about at *************** EEO and Job Accommodations We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal! J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. If you are an individual with a disability and would like to request for a reasonable accommodation, please email [email protected] and include “Applicant Accommodation” within the subject line with your request and contact information. #LI-PF1

Work Arrangement: Remote, Hybrid, or In-office A Day in the Life A typical day as a Wealth Transition Services Tax Senior Manager might include the following: * Reviewing ultra-high net worth 1041s and answering technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings). * Working with tax staff to ensure 1041 tax returns are completed correctly by required deadlines and under firm processes. * Interpreting and reviewing various legal documents in relation to estate and business succession planning (including the income tax ramifications of trust funding and trust administration). * Technical research on income tax for trusts and estates for internal clients. * Assisting clients which may have varied levels of tax knowledge (including family office clients and corporate trust companies). * Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. * Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience. * Business development and billing responsibility. * Assist in preparation of marketing materials and presentation of internal and external webinar trainings. * Coaching and mentoring staff. * Working with the firm Wealth Transition Services team on various advisory and compliance projects. Who You Are * You have a Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation). * You have 7+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field. * You are a 1041 expert and have superb research and tax abilities, and are able to provide technically sound recommendations and evaluations. * You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Manager/Senior Manager will interact with clients in the high net worth and ultra-high net worth space and will speak to groups on wealth transition topics. * You are a multi-tasking master and there is never a deadline you can't meet. * You have experience developing business and networking. * You are excited about working in a growing top-25 CPA firm and have the ability to assist with multiple engagements across the country. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation $125,000-$200,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws #LI-MB1 #LI-REMOTE

A Sr. Auditor is an auditor who has passed the CRE Exam in Alabama or the CTE Exam in Texas. Conduct tax and regulatory reviews on behalf of clients. Perform review functions to detect, correct, and document client tax/fee revenue deficiencies. Focus areas included but are not limited to; sales & use tax, franchise fees, business licenses, hotel/motel taxes, utility user taxes, and various other state and local taxes or assessments. Assists supervisors and managers with limited supervisory duties including training employees, assigning work, and checking work for accuracy and completeness. Duties and Responsibilities: Limited supervisory duties include training employees, assigning work, and checking work for accuracy and completeness Performs examination of taxpayer records for compliance under direction of supervisor and management Continually increase understanding of tax laws Research for exam leads and scheduling appointments Prepares for exams by reviewing tax returns, prior audit reports and other available data preliminary to the audit Meet with taxpayers to discuss exam procedures, answers questions, and obtain necessary information and records Examines and verifies business and financial records Prepares papers supporting all adjustments, computes assessments Reviews and discusses findings with taxpayer and/or representative to illustrate how tax laws and rulings apply to taxpayer's specific operations and support exam results Answers taxpayer inquiries; may participate in hearings of disputed cases; performs related duties as required Conduct closing conferences with taxpayers and/or taxpayers' representatives; explaining applicable law and facts supporting changes in tax liabilities and attempts to secure agreement to findings in reports All other duties as assigned Work as required to complete the tasks Travel as required Perform other duties as assigned Education and Experience: Bachelor's Degree in Accounting required State and local tax knowledge or experience required CPA, CRE, CFE or CIA required Knowledge, Skills and Abilities: Professional background including experience with corporate accounting and finance preferred. Experience with state or local revenue department, compliance audits, audit defense preferred. Knowledge of accounting principles and strong analytical skills. Self-starter, with the ability to organize, plan and direct. Professional, customer service oriented, tactful, dependable, and flexible. Excellent verbal and written communication skills and the ability to work effectively with personnel at all levels of the Company. Strong working knowledge of Accounting Systems and Microsoft office. Strong communication and interpersonal skills, including diplomacy, flexibility, and dependability. Ability to use skill set, experience, and training to come to a decision under uncertainty. Exhibit awareness when performing work to evaluate and identify areas where issues might arise. Ability to understand limitations taxpayers and clients are facing related to ability to effectively provide information/records and aptitude to diplomatically overcome these limitations. Work Environment: The noise level in the work environment is usually moderate as the employee works in an office setting, at an individual workstation. Physical Demands: Must be able to remain in a stationary position for most of the day Constantly operates a computer and other office productivity machinery, such as a printer/copy machine This position needs to occasionally move about inside the office The person in this position frequently communicates via telephone Neumo Summary: With the backing of four decades of public sector expertise and corporate capability, Neumo has successfully supported government services. Neumo was honored and recognized for four (4) consecutive years as a GovTech 100 Company representing the top 100 companies focused on making a difference in and selling to state and local government agencies across the United States. Neumo is committed to helping communities thrive and brings a wealth of experience combined with innovation. Today, Neumo offers more administrative and financial support to government officials than any other organization. And with a responsive, client-focused approach, we foster partnerships that give our customers the certainty they need to accomplish more. Neumo offers a competitive benefits and compensation package and are looking for team members who will thrive in our dynamic environment. Neumo is an Equal Opportunity Employer. Selection for a position will be made without regard to race, religion, national origin, sex, political affiliation, marital status, non-disqualifying physical handicap, and age.

Actively participate in the completion of assurance and tax procedures. Complete financial statements audits, reviews, tax returns, and other miscellaneous projects for clients in various industries. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development. Tasks: Assist in the execution of audit, review and other assurance engagements or other projects for clients. Prepare financial statements and other related documents. Perform analysis of financial and non-financial information for clients. Participate in audit and review reengineering meetings. Prepare partnership, corporate and individual tax returns. Update depreciation schedules. Prepare projections based upon financial data and income and expense projections. Conduct internet research. Profitability: Complete assignments within established budget. Achieve charge hour budget and minimum billable hours as established by Firm. Strong PC skills and ability to learn and become proficient in majority of software utilized by Assurance and Tax Departments. Complete accurate, neat, organized workpapers and other documents free of basic grammatical, spelling and calculation errors. Ability to quickly learn new techniques and processes. Ability to manage multiple tasks and responsibilities. Practice Growth: Represent firm and build relationships by participating in outside activities. Develop and demonstrate strong leadership skills. Develop strong written and verbal communication skills. Develop strong and efficient organizational skills. Client Focus: Develop and display knowledge of GAAP, GAAS, tax rules and regulations, and demonstrate good judgment. Understand the rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio. Collaborate with team members and other associates within the Firm to identify client needs and develop recommended solutions to problems. Brand Culture/Development: Exemplify Brand Attributes of the Firm. Comply with all policies and procedures of the Firm. Demonstrate ability to work in a team environment and address conflict with peers. Consistently seek feedback on performance from superiors and enhance and develop professional and technical skills. Work Experience and Education: Must be working towards a BA or BS in accounting or a related field. Must be eligible to sit for the CPA exam upon graduation. Strong proficiency in the use of technology and basic PC applications (Excel, Word). Organizational Relationships: Staff will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process. Special Requirements: Reliable transportation for on-site client work. Ability to work evenings and weekends based on time of year and client demands. GBQ participates in E-Verify.

Tekmetric is the all-in-one, cloud-based platform helping auto repair shops run smarter, grow faster, and serve customers better. Built by a shop owner and shaped by the needs of the industry, Tekmetric brings together innovation, real-world experience, and a thriving community to help shops thrive - not just survive. From running a shop, to securing payments to engaging customers, our platform simplifies operations so shop owners can focus on what really matters: delivering exceptional service, earning trust, and growing sustainably. Officially founded in Houston in 2017, Tekmetric has grown from a single shop's vision to the industry's leading solution - all by staying true to our values of transparency, integrity, innovation, and a service-first mindset. But we're not just building software. We're building a movement. We're empowering repair shops to rise above the daily grind, create meaningful connections with their customers, and lead the industry forward - one interaction at a time. Come build with us. Join the journey. Shape the future of auto repair. Working the Tekmetric Way At Tekmetric, we're building a culture where winning matters - not for ego, but because when our customers win, we win together. We move fast, stay curious, and take full ownership of our results - no excuses, no finger-pointing. If you thrive in ambiguity, take initiative, and view honest feedback as fuel for growth, you'll feel right at home here. We're direct but respectful, ambitious yet grounded, and collaborative at every level. Everyone leads through impact and is encouraged to speak up, share ideas, and challenge assumptions (even your manager's). This is a place for builders, not bystanders. Success here takes focus, follow-through, and a willingness to roll up your sleeves - but if you're driven by meaningful work and real results, it's deeply rewarding. You'll join a team that cares about the work, supports one another, and takes smart risks to achieve bold goals. Be yourself, stay mission-focused, and you'll thrive. If that energizes you, we can't wait to meet you. Where We Work: At Tekmetric, great work can happen anywhere - but great teams are built through intentional connection. Our hybrid model means no role is fully remote, offering flexibility while strengthening collaboration and alignment. We host team and company-wide offsites throughout the year to deepen connection and reinforce shared goals. Attendance is expected and fully supported. What You'll Do As a Payments Underwriting Specialist, you will be the primary gatekeeper of our payment ecosystem, evaluating the creditworthiness of diverse businesses across both card-present and digital environments. You'll leverage deep financial analysis and cross-departmental collaboration to approve new accounts while proactively monitoring our portfolio to mitigate fraud and risk. You will be responsible for: * Analyzing various applicants and business types in multiple credit card processing environments, both card-present and non-card-present. * Requesting and obtaining additional information from the necessary parties to complete the credit review process * Determining creditworthiness for small to large merchants, both new and established. * Handling a wide range of lending amounts, including standard and non-standard documentation. * Comprehensive review and analysis of individual and company reports, including Experian, Equifax, Dunn and Bradstreet, Lexis-Nexis, Tax Returns, Financial statements, etc. * Communicating confidently and effectively with merchants AND sales representatives as needed to obtain updated financial information or any other documentation needed. * Maintaining and monitoring the portfolio of merchants through monthly reports and evaluate/manage risk to identify suspicious merchant activity and mitigate fraudulent behavior and charges. * Working with department personnel to obtain historical data and feedback for the previous 12 months' account performance. * Recommending and developing enhancements, sources, and resources to assist in the credit review process. * Communicating effectively with internal company departments and multiple levels of management. * Being prepared to address production overflow, short staffing, or special projects. What You Bring: * Minimum two years of experience in an underwriting environment, with direct experience in credit card processing required * Demonstrated ability to assess merchant risk and creditworthiness across multiple business types * Clear, confident written and verbal communication, including requesting documentation from merchants * Attention to detail and strong analytical judgment * Ability to independently manage a high-volume application pipeline without sacrificing accuracy * Proven integrity and discretion when handling sensitive financial and personal data * Strong experience reviewing financial and identity documentation (bank statements, tax returns, business reports, credit bureaus) * The ability to adhere to the core working hours of 10am - 7pm Central Time * Direct experience with Stripe is considered a plus Why You'll Love Working With Us Health & Wellness That Have You Covered: * Enjoy the flexibility of remote work * Competitive base salaries that reflect your value. * Generous Paid Time Off, because we know you do your best work when you're well-rested. * Support for every stage of life-with paid maternity, parental bonding, and medical leave for you or your loved ones. * Comprehensive health benefits, including Medical, Dental, Vision, and Prescription coverage. For employee only, we offer plans that cover 100% of premiums and we cover 50% of costs for families. * Prioritizing your mental health: get free, confidential counseling through our partnership with BetterHelp. Investing in Your Future (and Present): * 401(k) Retirement Savings Plan with 100% employer match on contributions up to 6% - so your future self will thank you. * Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) to make your money go further. * Life and Accidental Death & Dismemberment (AD&D) Insurance for added peace of mind. * Wellness on your terms: get up to $60/month toward fitness, mental health, or almost anything that helps you feel your best. * After one year of employment, enjoy a $300 home office setup bonus to help make your space work for you. * Keep growing with support for continuing education - we're invested in your development. Most importantly, we have a stellar team of coworkers, a really cool office, and lots of fun activities! Tekmetric is an equal opportunity employer. We hire hard working individuals, regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. We know that when our employees feel appreciated and included, they can be more creative, innovative and successful. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

The Senior Tax Processing Associate (Senior TPA) is an individual contributor responsible for preparing and filing sales and use tax returns for level 3-4 clients, ensuring accuracy and compliance with complex tax regulations. This role routinely implements new clients, fosters client relationships through regular communication and process improvement suggestions, and resolves complex client issues. The Senior TPA serves as a formal mentor and trainer to junior staff, leads peer coaching sessions, develops training materials, and actively participates in MSO special teams to drive innovation and efficiency. ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: Prepare an average of 750+ sales and use tax returns monthly for level 3-4 clients, applying comprehensive compliance knowledge and best practices. Routinely implement new clients, including onboarding and establishing tax data files in various formats. Foster client relationships with regular communication, proactively suggesting process improvements and resolving complex issues. Transition clients to more junior staff and serve as a formal mentor to 4+ junior staff members. Develop training materials and lead peer coaching sessions to support staff development. · Actively lead or participate in 1-3 MSO special teams, championing innovation and process improvements. Utilize technology, including Microsoft 365, Excel, and Vertex Indirect Tax Returns (VITR), to create or enhance efficiencies and automation tools. Review and reconcile client tax data for accuracy, investigate discrepancies, and take corrective action. Prepare and maintain monthly client summary reports and documentation. · Initiate electronic filings and payments, collaborating with other staff to ensure timely submissions. Track and resolve notices from taxing jurisdictions, ensuring proper documentation and timely resolution. Exercise significant independent professional judgment to resolve complex tax reporting problems. Assist with the continuing development and documentation of internal processes and procedures. Accommodate additional work hours during peak monthly processing periods (typically the 5th-20th of each month). Perform other duties and participate in projects as assigned. SUPERVISORY RESPONSIBILITIES: This position does not have direct supervisory responsibilities. Serves as a formal mentor to 4+ junior staff members, develops training materials, and leads peer coaching sessions. KNOWLEDGE, SKILLS AND ABILITIES: Comprehensive knowledge of complex tax compliance issues for level 3-4 clients, with specialized expertise in 2+ areas. Proficient in Microsoft Excel, Microsoft 365, and Vertex Indirect Tax Returns (VITR). Ability to utilize technology to create or enhance efficiencies and automation tools; recognized as an Innovation Champion. Excellent oral and written communication skills and interpersonal skills. · Strong attention to detail, organizational skills, and ability to manage time and priorities effectively. Demonstrated ability to mentor, train, and coach junior staff. Experience successfully servicing large, complex client accounts and resolving complex client issues. Ability to work independently and exercise sound judgment in resolving complex issues. Customer-focused and results-oriented mindset. Willingness to lead and participate in special teams and process improvement initiatives. EDUCATION AND TRAINING: Bachelor's degree in accounting, business, or a related field, or equivalent relevant experience. 8-12 years of related experience in tax processing, accounting, or business. Prior mentoring or leadership experience required. IPT Sales Tax School (Course I and II) or equivalent certification required. Pay Transparency Statement: US Base Salary Range: $86,600.00 - $112,500.00 Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression. In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants. Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs. *In no case will your pay fall below applicable local minimum wage requirements .