Staff Accountant/Human Supercomputer
Remote Job
Of the vast number of number crunchers out there, are you #1? Do you calculate in your head like some sort of living version of IBM's Watson? Then perhaps you'll fill Two by Four's entry line as our new Staff Accountant/Human Supercomputer. Strong organizational skills and a maniacal need to balance numbers is key, as you'll be responsible for a big portion of data entry, record keeping and account reconciliations. The ability to happily execute requests is also part of the equation, whether they're from our Finance Department, vendors, clients or Joe the Account Guy (man, he's a pain in the neck). And, the numerical wizard we hire should help keep Finance fun: because while we don't want to botch any totals, we do like to blow off steam.
Reports to:
Direct Report: Accounts Payable Supervisor
Job Purpose:
Responsible for assisting the Accounts Payable Supervisor with, but not limited to, a variety of complex accounting functions.
Key Responsibilities:
· Accounts Payable, Accounts Receivable, and maintaining accurate records of each
· Focus on Media vendor invoice entry and account reconciliation
· Prepare client billing, and resolve vendor issues or inquiries; this individual should have strong follow-up skills
· Participate in the monthly closing process, including prep work and account reconciliations
· Review report detail, research and explain variances for accounts
· Prepare 1099's and year-end close
· Other random, on-the-fly accounting support for the Finance Department
Qualifications:
· Accounting degree preferred; equivalent experience considered
· Strong knowledge of accounting principles
· 0-2 years of accounting experience, with concentration in Accounts Payable preferred
· Excellent interpersonal and communication skills
· Must be extremely dependable, able to multi-task, and have a pleasant, enthusiastic personality
· A focus on detail and organization
· Flexible, efficient and accurate with the ability to meet strict deadlines
· Resourcefulness
· A sense of humor
Performance and Accountability Measures:
· The accurate and timely entry of accounting data
· Effectiveness and efficiency as a Staff Accountant - lending enthusiastic support to the Finance team in any reasonable way (and some unreasonable ways, probably)
· An absolute delight to work with
THIS IS A PREDOMINATELY “WORK FROM THE OFFICE” JOB. While we currently offer “Work from Home Wednesdays”, this job requires that you work in our Chicago office Mondays, Tuesdays, Thursdays, and Fridays.
Direct applicants only. No agency solicitations of any kind.
Benefits
For the role, benefits include: health insurance, vision insurance, dental insurance, Simple IRA, paid time off, paid parental leave and STD/LTD insurance benefits.
Salary Range
$55,000 - $60,000
Apply Right Now
Financial Reporting Accountant
Remote Job
Financial Reporting Accountant - Job Description
Position Overview: We are seeking a detail-oriented and experienced Financial Reporting Accountant to join our dynamic finance team. As a key player in our accounting department, you will be responsible for preparing, analyzing, and maintaining financial statements in compliance with accounting standards. Your expertise will ensure the accuracy and timeliness of financial reporting, enabling the company's leadership to make informed, data-driven decisions. This role requires a deep understanding of accounting principles, strong technical skills, and the ability to communicate complex financial information effectively.
Key Responsibilities:
Preparation of Financial Statements:
Prepare monthly, quarterly, and annual financial statements (balance sheet, income statement, cash flow statement, and equity statement) in compliance with U.S. GAAP or IFRS.
Ensure that financial reports are accurate, complete, and submitted within specified timelines, meeting both internal and external reporting requirements.
General Ledger Maintenance:
Review and reconcile general ledger accounts, ensuring proper allocation of expenses, revenues, and other financial transactions.
Perform month-end and year-end closing activities, ensuring that all entries are made accurately and in accordance with accounting policies.
Financial Reporting & Analysis:
Assist in the preparation of management reports, including variance analysis, key performance indicators (KPIs), and other financial metrics to support decision-making.
Provide analysis of financial trends and communicate results to senior management, highlighting key insights and actionable recommendations.
Compliance & Audits:
Ensure compliance with internal controls, accounting standards, and regulatory requirements for financial reporting.
Collaborate with internal and external auditors during audits, providing required documentation and responding to audit inquiries in a timely manner.
Financial Systems and Process Improvement:
Contribute to the continuous improvement of accounting systems and processes, identifying opportunities for automation and efficiency.
Support the integration of new software, tools, and reporting systems to enhance financial reporting capabilities.
Tax Reporting Support:
Assist with tax-related reporting requirements, including preparation of schedules and documentation for tax filings.
Work with tax advisors to ensure that financial records support accurate tax filings and compliance with tax regulations.
Cross-Departmental Collaboration:
Work closely with other departments (e.g., operations, sales, and budgeting) to ensure the accuracy of financial data and alignment with business goals.
Provide financial guidance to departments regarding their budgeting, forecasting, and expenditure reports.
Ad-hoc Reporting and Special Projects:
Prepare ad-hoc financial reports and analyses as requested by management.
Participate in special finance projects, including mergers and acquisitions, financial restructuring, and other business initiatives.
Required Skills & Qualifications:
Bachelor's degree in Accounting, Finance, or a related field (CPA or equivalent certification preferred).
3+ years of experience in financial reporting, accounting, or auditing, with a strong understanding of U.S. GAAP or IFRS.
Proficiency in accounting software (e.g., SAP, Oracle, NetSuite) and advanced knowledge of Microsoft Excel for financial analysis.
Strong understanding of financial statement preparation, general ledger processes, and financial analysis.
Excellent attention to detail with a focus on accuracy and timeliness in delivering financial reports.
Strong organizational and time management skills, with the ability to manage multiple priorities in a fast-paced environment.
Excellent communication skills, both written and verbal, with the ability to present financial data to non-financial stakeholders.
Ability to work independently as well as in a team, with a proactive and solution-oriented mindset.
Preferred Qualifications:
CPA, CMA, or other relevant professional certification.
Experience with consolidation of financial statements and multi-entity reporting.
Familiarity with cloud-based accounting platforms and automation tools.
Experience in a high-growth or complex industry, such as technology, healthcare, or financial services.
What We Offer:
A collaborative and supportive work environment with opportunities for growth and professional development.
Competitive salary and benefits package, including healthcare, retirement plans, and paid time off.
A culture of innovation and continuous improvement where your contributions are valued.
Flexibility in work hours and potential for hybrid or remote work arrangements.
Conclusion: The Financial Reporting Accountant will be an integral part of the finance team, ensuring the integrity of financial reporting processes and providing key insights into the company's financial performance. If you have a strong accounting background, thrive in a collaborative environment, and are eager to contribute to a growing company's success, we encourage you to apply. Join us in advancing our financial reporting capabilities and supporting our mission of continued growth and excellence!
Senior Tax Analyst
Remote Job
Senior Tax Analyst (8-Month Contract)
Are you a seasoned tax professional looking for an exciting contract opportunity? Join our team as a Senior Tax Analyst in Irvine, CA, for an 8-month contract where your expertise will directly contribute to a high-performing tax department in a dynamic environment.
Why You'll Love This Role
Impactful Work: Be part of a small, collaborative team where your skills will make a difference in federal and state corporate tax return preparation and compliance.
Hybrid Flexibility: Enjoy a balanced schedule with 3 days in-office and the flexibility to work remotely for the remainder of the week.
Professional Growth: Work with cutting-edge tools like Corptax software and SAP while refining your skills in income tax provisions and the investment management industry.
What You'll Do
Prepare federal and state corporate tax returns with accuracy and attention to detail.
Analyze and solve complex tax issues with thoughtful problem-solving.
Collaborate effectively within a small team, sharing knowledge and learning new tasks quickly.
Use your strong organizational and multi-tasking skills to handle multiple priorities.
Leverage advanced tools, including Corptax (Compliance, Provision, and Office modules), SAP, and Microsoft Excel, to enhance efficiency and results.
What You'll Bring
At least 7 years of experience in accounting, finance, or a related function.
A Bachelor's degree in Accounting, Business Administration, Finance, or a related field.
Expertise in federal and state corporate tax return preparation, with a basic understanding of income tax provisions.
Strong written and verbal communication skills.
A detail-oriented mindset and the ability to self-review work for exceptional accuracy.
Preferred: CPA certification, Master of Tax, or knowledge of mutual funds and the investment management industry.
Required Skills
Experience with Corptax software (Compliance, Provision, and Office modules).
Advanced proficiency in Microsoft Excel and Word.
Familiarity with SAP and Analysis for Office.
Join Us
This is your opportunity to make an impact in a highly skilled team while enjoying the flexibility of a hybrid work environment. If you're ready to bring your tax expertise to a company that values quality, collaboration, and innovation, we'd love to hear from you.
Apply Now!
Don't miss out on this opportunity to advance your career as a Senior Tax Analyst in a supportive and engaging work environment.
Entry Level Accountant
Remote Job
Serve You Rx is searching for an Accountant I. This person will join Serve You Rx's Accounting & Analytics team to work collaboratively and independently to take on a variety of tasks and projects, including assisting in the preparation of financial statements, month-end journal entries, sales & use tax reporting, and expense variance reporting.
The Accountant I's duties will also include assisting with accounts payable, accounts receivable and collections, billing, account reconciliation, and Excel spreadsheet creation and manipulation. The ideal candidate loves working with Excel, is very analytical and has solid communications skills.
This is a hybrid remote position.
What You'll Do:
As the Accountant, you will be:
Assisting with the preparation of financial statements, journal entries, general ledgers, reports and taxes
Ensuring compliance with financial transaction regulatory and recording standards (e.g., general ledger, cash payments/collections, tax transactions, etc.)
Controlling and reconciling accounts and records (balance sheet, P&L, bank accounts, etc.)
Assisting with financial reporting. Creating accounting reports and schedules for internal audiences (management reporting) and/or for external audiences (compliance reporting).
Responsibilities may also include budgeting (variance analysis, budget preparation), accounts payable, accounts receivable, and/or credit and collections.
May review and audit contract terms, orders, and vouchers and/or prepare reports to substantiate individual transactions prior to settlement.
May provide technical direction to support staff. Use existing procedures to solve routine and non-routine problems. Has limited discretion to vary from established procedures by performing structured work assignments. Receives instruction, guidance and direction from others.
Qualifications:
Bachelor's degree in Accounting or equivalent combination of education and experience.
Previous related experience preferred.
Why Serve You Rx?
Serve You Rx is a full-service pharmacy solutions provider based in Milwaukee, Wisconsin. We specialize in pharmacy benefit management, mail order services, and specialty medication management. For more than 36 years, Serve You Rx has been collaborating with benefit advisors, third-party administrators, and employers to design and deliver strategies that reduce prescription drug costs and improve consumer access to affordable and clinically appropriate medication therapies. Serve You Rx is privately held, and our owned assets include our Specialty Pharmacy, mail order pharmacy, and member services call center.
The company offers generous benefits to include: medical(HMO and PPO), dental, vision,401k, HSA, identity theft and legal coverage, pet insurance, paid parental leave, and 16 days of paid time off in your first year. Serve you Rx's onsite location is a newly remodeled and clean facility, has easy on/off freeway access, plenty of free surface parking directly outside our facility doors, scenic walking trails, a wide variety of restaurants and shopping nearby, and food trucks in the park when weather permits.
Katz, Nannis + Solomon is seeking a Tax Manager focused on Corporation & Partnership tax to join its thriving and well-established practice. This position requires a high-energy, motivated, and seasoned tax professional with strong interpersonal and management skills. The right candidate will have deep experience with partnership law and items such as 704(b), 754, complex partner waterfalls, etc. Our growing practice provides tremendous career opportunities in a fast-paced team oriented environment. We are committed to work and life balance, and offer an extremely competitive compensation package.
Responsibilities
Review partnership/corporate returns.
Read & understand partnership agreements to determine and calculate allocations, shareholder basis, etc.
Perform research and draft memoranda on applicable tax issues.
Train and supervise staff, review and evaluate their work.
Make suggestions to help improve efficiencies, within department and on engagements.
Build new and existing client relationships and demonstrate interest and knowledge of client's business.
Qualifications
Minimum 5 years solid experience in Partnership tax.
Thorough understanding of complex technical issues.
Deep experience with partnership law and items such as 704(b), 754, complex partner waterfalls, calculations of partner/shareholder basis and at-risk.
Working knowledge of how the above partnership issues impact the individual's personal tax return.
Superb communication skills (written and verbal) and ability to explain tax issues to owners of the Entities
BS and/or Masters in Taxation, Must be a CPA
Outstanding leadership, mentoring, and interpersonal skills nurturing client and staff relationships.
Excellent analytical, organizational, and written and verbal communication skills.
Ability to multi-task in a fast-paced, deadline driven environment.
Able to problem-solve and think both creatively and logically.
Strong tax research skills.
Experience with profx tax and engagement a plus.
*100% REMOTE OPPORTUNITIES as well
Wealth Advisor/Tax Associate Position
Remote Job
Full-Time
Salary Range: $60K-$90K (based on experience) + Future Consideration for Ownership
Work-life balance, casual Fridays, half-day Fridays during the summer, and opportunities to work from home.
Local Wealth Management firm in Cincinnati, Ohio is looking to hire a Wealth Advisor/Tax Associate that will help assist in tax preparation, tax planning, and client service. The ideal candidate for this position has experience preparing tax returns for individuals and is interested in working with clients in an overall wealth advisory role. While experience in wealth management is not a requirement for this position, it is a major role and there should be interest in building client relationships. If you are interested in learning more about this opportunity, please submit a cover letter and resume to ******************.
Responsibilities:
-Assist with tax preparation
-Assist advisors with client tax planning
-Manage client relationships
Qualifications:
-3-5yrs experience in tax
-Organization
-Attention to detail
-Good communication skills
-Willingness to learn
-Interest in financial advisory
Software/Technology:
-ProSeries Tax Software
-Salesforce
-Right Capital
-Holistiplan
Company Information
Registered Investment Advisory firm located in Cincinnati with over $550M in assets under management providing exceptional financial advice in the areas of investment management, financial, tax and estate planning to our clients. While THOR works with a wide range of clients, a large focus today is on the emerging wealth and pre-retire client demographic. These are clients that we can provide many services to and grow with throughout their lives.
M&A Accountant
Experience: Experience with M&A transactions required
Education:
Bachelor's degree in Accounting required
CPA required
Master's in Accounting or Business Administration preferred
Array Corporation is seeking an M&A Accountant to join a growing and dynamic team! This role is perfect for curious problem solvers who are eager to dive in, provide exceptional support, and are looking for a long-term position to grow with a thriving company.
Job Description:
Lead accounting efforts and research for M&A transactions including business combination, goodwill impairment, equity, and stock-based compensations, income statement classification and fair value measurement, and tax provision analysis
Draft and assist in implementing accounting policies under US GAAP
Assist with interpreting and implementing new reporting amendments and standards
Draft Annual Financial reports in preparation for audit
Support and train accounting team members after implementing new standards, policies and regulations
Collaborate with department heads and other team members to ensure the changes made still allow the accounting team to function properly
Serve as the main contact for external auditors on most technical accounting matters
Prepare technical accounting memos for review by the auditing committee
Provide support in the establishment of Sarbanes Oxley compliance
Position Requirements:
Proficient in Microsoft Excel, QuickBooks, and Netsuite
Strong understanding of U.S. GAAP technical accounting, internal control,s and SOX requirements
Excellent communication skills
Must be able to work remotely
Array Corporation is the leading technology-enabled workforce solutions company whose mission is to fix how labor is bought, sold and delivered to enable universal access to the American Dream.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
The Role: Acceleration Partners has grown tremendously over the last several years and with this exciting growth has come increasingly complex financial and accounting requirements. This complexity has been compounded by our expansion into Europe, Latin America, Asia, and Australia - expansion that will only continue in 2024 and beyond.
With over 200 employees spread over several countries, and a dedication to maintaining a profitable, cash-positive business, we are seeking a Senior Accountant who can help Acceleration Partners expand its capabilities and capacity to provide support with general accounting. Reporting to the Global Controller, the Staff Accountant will be responsible for, but not limited to GL reconciliations, monthly accruals, T&E System Management, recording of expenses, and assisting with accounts payable coding.
At Acceleration Partners, we have three core values that we apply to everything we do: Own It, Embrace Relationships, and Excel & Improve. This role requires technical accounting expertise, critical thinking skills, effective organizational skills and a strong ability to build effective relationships across the organization. If you are looking for a critical role with the ability to significantly impact an organization, then this may be the role for you!
This person will have a history of owning it, assuming personal responsibility for these processes and demonstrating the ability to work independently and efficiently. This person will have a demonstrated track record of embracing relationships by working closely with internal and external stakeholders. And this person will have demonstrated the desire to excel & improve by both constantly looking for new ways to achieve operational excellence and thinking outside the box, evaluating refinements to the accounting processes and showing a passion for continued learning.
Top Five Job Responsibilities:
General Accounting: Drive reliable and transparent company accounting processes and functions, including timely and accurate recording and reporting of all financial transactions and system reconciliations. Prepare journal entries for entry into the general ledger system by collecting necessary data.
Month End: Participate in the month end accounting close process and ensure proper application of US GAAP. Review general ledger transactions for accuracy; analyze to ensure proper expensing.
T&E System Management: Review and approve expenses timely, code all relevant expenses in preparation for the month end close.
Partner Payment Management: Assist with the payment of partners and related questions.
Ad-Hoc Requirements: Provide accounting support for special projects and ad-hoc reporting and analysis as necessary. Exhibit flexibility and willingness to take on new responsibilities and assignments as they are identified and to assist with various ad hoc projects as needed.
You are great for this role if you:
Have a strong internal motivation to get the job done, with a high bar for excellence.
Enjoy thinking strategically and bringing creative solutions to problems.
You are tenacious and don't get discouraged.
Possess mature and measured judgment, and the ability to solve problems on your own.
Have solid organization and time management skills.
Excellent analytical skills and strong attention to detail.
Display accountability and is proactive with all responsibilities, always meeting deadlines and keeping commitments
Know how to collaborate with team members in a remote environment while also working independently with minimal supervision.
Minimum Qualifications and Skills:
2+ years of relevant experience.
Bachelor's degree in accounting.
Strong general ledger/ accounting comprehension.
Independent / flexible problem-solver with the ability to adapt as the business grows.
Comfortable working in a fast-paced team with changing priorities.
Excellent interpersonal & communication skills; able to quickly develop strong relationships with employees across the business.
Knowledge and experience with NetSuite, Navan, Lumanu, BILL and Tipaliti.
Highly proficient in MS Excel.
What Success Looks Like:
Within 3 months:
Should have full understanding over the US accounting operations.
Fully integrated into the team.
Working autonomously and up to speed on processes and tools.
Contributing new ideas and improvements to the team/company.
Within 6 months
Should be adding value to international processes.
Delivered on-time and accurate monthly closes for 3 consecutive months.
Trusted by peers and colleagues
WHY ACCELERATION PARTNERS?
Acceleration Partners is the world's largest and first-to-market Partnership and Marketing Agency creating and nurturing partnerships that drive exceptional measurable outcomes for their clients. Managing clients in 40+ countries, their global team of 300+ focuses on data-driven strategies that help connect brands to the right consumers through performance partnerships, traditional affiliate, influencer, performance PR, content and B2B partnership marketing. Serving over 200 brands with household names like Amazon, Target, Google, Warby Parker, Crocs, Reebok (to name a few) their diversified staff is creating what's next in the industry by building balanced portfolios of high-performing partnerships. As the only truly integrated global partnerships agency, Acceleration Partners prides themselves on being on the cutting edge of new industry developments, and leveraging their proven expertise to bring unique solutions to the most complex challenges for brands who aim for growth.
AP PERKS & BENEFITS - WHAT WE OFFER:
100% remote work for everyone
Group medical, dental, and vision coverage insurance (with opt-out benefits)
401K with matching
Open Paid Time Off
Summer & Holiday company-wide shut-down weeks in July and December
Volunteer and Birthday Time Off
Focus Fridays
Paid Parental Leave Benefits
Wellness, Technology & Education Allowances
Paid sabbatical leaves, donation matching, and more!!
Benefits may vary based on employment status or country location.
Salary range: $75-100K depending on leveling and experience.
Acceleration Partners is committed to a diverse workforce and we are an equal opportunity employer. We evaluate applicants regardless of an individual's age, race, color, gender, religion, national origin, sexual orientation, disability, or veteran status.
#LI-REMOTE
*GLSDR
#LI-MG1RequiredPreferredJob Industries
Other
Associate Director of CPA Education
Remote Job
UWorld Accounting is on the lookout for an innovative and dynamic Associate Director of CPA Education to help spearhead the growth of our accounting test preparation products. Building on the successful launch of a completely re-designed CPA Evolution product, UWorld Accounting is looking for strong associate leader to drive our expansion into new exam areas and new international markets.
As the Associate Director of our Accounting content team, you will help drive the development, planning, and execution of cutting-edge test prep materials, including question banks, textbooks, and video content. You will also help evaluate and create new product offerings for CPA, CMA and CIA candidates in firm, corporate and international markets. This is an unparalleled opportunity for those who blend a passion for accounting with a creative and entrepreneurial mindset and a dedication to empowering future accountants.
Requirements:
Bachelor's degree or higher in Accounting or Taxation; CPA certification is mandatory.
CIA or CMA certifications and/or an MBA are a plus.
Minimum of 10+ years of accounting experience in a business or academic setting, with a proven track record in leadership roles.
5+ years leading a team of educational content creators in test preparation or publishing.
Strong background in education, tutoring, or corporate learning and development, with experience in curriculum design and product development preferred.
Experience working with product and/or software development teams a plus
Leadership Responsibilities:
Assist with the oversight of the accounting exam content development team, setting creative and strategic direction for all CPA, CMA and CIA prep materials.
Lead product and software development from concept to completion, ensuring alignment with exam standards and innovative teaching methodologies.
Collaborate with subject matter experts to create, review, and continuously update a comprehensive suite of CPA, CMA and CIA exam preparation products.
Develop and implement strategies for new product offerings, identifying opportunities to expand and enhance our accounting test prep materials.
Work with sales and marketing to refine customer insights and knowledge. Represent the voice of the customer in meetings and training events
Foster a collaborative environment, guiding the Accounting product team in generating content that is both accurate and engaging for all exam candidates.
UWorld offers a vibrant and supportive workplace, where creativity and leadership in finance education are highly valued. Join us in shaping the future of exam preparation and making a significant impact on the next generation of accountants.
Compensation and Benefits
Competitive compensation (contingent on experience)
Paid time off (based on sliding scale according to hire date and work hours), parental leave, bereavement, and 8 hours of volunteer time
A generous paid Aoliday schedule that includes the entire week of Christmas
Comprehensive benefits package (medical, vision, dental, life, disability and pet insurance)
401(k) plan for retirement with 5% employer matching (eligibility after 90 days of employment)
Annual professional and career development opportunities available
Relaxed work environment that offers flexibility to work remotely 1 day per week
Social Committee that offers an inclusive environment to get to know coworkers in a fun way
Daily on-site group fitness classes
At UWorld, we believe strength is derived from the talents, ideas, and experiences of a diverse workforce. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or any other protected class. UWorld is proud to be an equal opportunity employer providing a drug-free workplace. If you have a disability or special need that requires accommodation, please let us know.
Senior Tax Analyst
Remote Job
Exciting opportunity as a Senior Tax Analyst with a large ($1B annual revenue), privately held, family-owned business, in Dallas, TX! Our client is a well-known company, recession proof, and very successful. Please apply if this sounds like a fit!
Ideally looking for someone from public accounting or industry with a variety of tax experience- open on what kind of industries and experience- it's more about the hunger to learn and grow.
The Sr Tax Analyst will perform a broad variety of corporate tax duties (sales tax, income tax, property tax, S-corp, etc., as well as performing tax work for the family office.
Work situation: Currently offering a hybrid work schedule with 3 days in the office and 2 days work from home, unless job duties require otherwise.
The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact. Integrity, discretion, and respect for confidential information are absolutely essential.
Responsibilities
Prepare complex tax returns for individual clients with high net worth.
Prepare Agency, Grantor, Simple, & Complex trust tax returns within OneSource software.
Review tax returns prepared by colleagues to ensure quality processing.
Preparation of Foundation 990-PF returns.
Meet with clients and Trustees to present financial and tax planning strategies.
Analyze and process quarterly estimated tax payments for assigned individual and fiduciary accounts.
Identify and collaborate with team members on taxable events that may have legal implications.
Work with the Tax Department Team to develop, implement and oversee department-wide initiatives.
Work with Trustees and Tax Department Team to identify tax planning opportunities for individuals and families.
Partner with other teams throughout the office, including General Counsel and Trust Administration, to ensure tax planning initiatives are comprehensive and compliant.
Utilize a variety of software applications related to tax research, planning and preparation including: BNA, Profx, & OneSource.
Work with members of the Tax Team, Business Analysts and Application Developers to utilize the most effective technology and work flow processes.
Education, Experience & Qualifications
Bachelor's or Masters' Degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning required.
Minimum 7 years' experience in individual & fiduciary tax return production environment.
Minimum 5 years' experience in direct individual client environment involving financial planning and analysis.
Current, high level of knowledge about individual,gift and fiduciary tax matters.
Experience with fiduciary and estate tax returns preferred.
Solid understanding of Investment Management concepts.
Experience with OnceSource Software is a plus.
Skills
Excellent analytical, interpersonal, communication and presentation skills.
Must be able to learn new concepts within a complex and demanding environment.
Perform well in a deadline-oriented environment.
Must be willing and able to “own” the process and take responsibility for meeting challenging deadlines. This will require flexibility in hours from time to time, with little or no advance notice.
Have both a strong work ethic and a sense of “getting it right”.
Solid customer service skills.
Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office.
Reporting & Classification
The Tax Advisor will report to the Head of Tax. This is an exempt position and is required to work Monday through Friday. It may necessitate flexibility in hours, from time to time, with little or no advance notice.
Work Location
The Tax Advisor will be required to work from our Boston, MA office three (3) days per week, with the option to work remotely two (2) days per week with manager approval. Remote work eligibility and in-office work requirements are subject to change and are evaluated as part of the firm's Remote Workplace Program.
This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.
Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.
Staff Accountant
Remote Job
FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management skills and support services; tailored risk transfer capabilities; and superior financial strength. To do so, we rely on a dynamic, culturally diverse group of employees, working in more than 100 countries, in a variety of challenging roles.
Schedule & Location:
This is an US based exempt full-time position that is based on-site in Waltham, MA. Core on-site workdays required are Mondays, Wednesdays, and Thursdays following business hours. Flexibility for remote work on Tuesdays or Fridays, weekly, based on business needs.
Considering applicants within 50 miles of Waltham, MA. Relocation is not offered.
This position performs routine and non-routine accounting work including compilation, consolidation, and analysis of financial statements to support management. Also provides explanatory statements or presentations to bring unusual accounting issues or concerns to attention of more senior accounting professionals.
As a Staff Accountant at FM you will be responsible for:
Preparing reports and conducting routine analysis to reconcile financial data on a timely basis; prepares ledgers and makes journal entries; may be responsible for fixed asset or inventory accounting, preparing trial balance or financial statements. Involves general application of concepts and principles. Works under very general supervision.
Presenting findings and supporting financial information to Accounting management or team lead; prepares appropriate commentary or explanations relating to issues/information of particular interest; uses some judgment to determine which issues/information warrant closer attention during review.
Communicating with operating or staff personnel to supply or explain data, secure information, or offer additional support. May provide advice on accounting-related issues, using proven and documented principles to support recommendations. Has frequent internal company and external contacts. Represents the department on specific projects.
Participates in special projects to provide routine accounting information and support.
Performs other duties as assigned.
Required Work Experience:
3-5 years of related work experience is required in general accounting or financial reporting
Highly Preferred Work Experience:
Hospitality and/or property accounting work experience is highly preferred
Exposure to public accounting and/or data analysis
Experience with Yardi
Experience with VLookup or XLookup
Required Skills:
Knowledge of general accounting principles and practices
Proficiency with financial systems and standard software applications (PeopleSoft; Microsoft Excel, Access, PowerPoint, and Word)
Attention to detail and focus on tasks at hand
Strong analytical thinking and problem-solving skills
Good communication skills
Ability to work independently in a deadline-driven environment
Preferred Education:
Professional Certification (CPA, CMA)
Bachelor's Degree
The hiring range for this position is $72,160 - $103,700 . The final salary offer will vary based on geographic location, individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health, and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances, and much more!
FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.
#LI-NL1
Consultant - Fund/Portfolio Accountant
Remote Job
Join our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. We focus our Business Consulting on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at **************************************** for more information. WHO WE NEED: Arootah is searching for experienced Portfolio and Fund Accountants to consult to our highly prestigious client base. As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in this senior role, you have specific, hands-on experience performing the ongoing accounting needs for a leading Hedge Fund or Family Office. What You'll Do
Best practice reviews.
Developing realistic and effective action plans.
Breaking apart goals into actionable steps.
Advising on vendor selection and oversight.
Creating and implementing policies, procedures, and control measures.
Evaluating each client's advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices.
Special projects or other areas of need.
Who You Are
Working under the Director of Operations or Director of Fund Accounting, price the fund portfolio(s), process all accounting entries including corporate actions, contributions, withdrawals, and other fund and partner activity in order to produce P&L and performance reports.
Prepare daily/monthly/quarterly tri-party position, cash, market value and accrual reconciliations with the Administrator and Prime Broker(s).
Work with Administrators, Prime Broker(s) and executing parties on timely and accurate accounting and trade break resolutions including all cash and fund positions/securities.
Review daily/monthly/quarterly Administrator NAV Packages and make updates to the portfolio accounting system if necessary.
Liaise with fund administrator, auditors, and tax preparers to process and maintain fund accruals, expenses, management fees, and incentive allocation calculations and schedules.
Prepare books and records as well as monthly/quarterly and annual financial statements, partner allocations and capital statements for partners and investment vehicles.
Assist in the preparation of investor requests and reports.
Prepare internal financial analysis, holdings and performance reports for internal stakeholders and investment personnel.
Perform all accounting functions related to fund requirements including wire transactions, client reporting deliverables and ad hoc requests for partners, their constituents, and internal parties.
Qualifications
A Bachelor's Degree in Business, Accounting, Finance, Economics, or a related field.
A minimum of four years of professional experience in Portfolio or Fund Accounting or middle office operations with a Hedge Fund, Family Office, Alternative Investment Management firm or Hedge Fund Administration firm.
Previous experience with portfolio and fund accounting software or applications (Eze, Advent, Aladdin, Portia, etc.).
Knowledge of multi-asset sectors and investment types, including, but not limited to public equity (long/short), private equity, fixed income, and absolute return oriented multi-strategy.
Highly proficient with Microsoft Office, advanced Excel skills
Excellent analytical and problem-solving skills with ability to multi-task.
Attention to detail and capable of taking initiative.
Strong team player with an entrepreneurial predisposition and strong interpersonal skills to effectively work across all levels of the firm.
$100 - $175 an hour Become part of a well-funded disruptor in the finance and technology space. The ability to work remotely. Flexible hours and the ability to choose your assignments. The hourly consulting rate of pay is expected to be a minimum of $100 and a maximum of $175, per hour. The hourly rate will be determined by several factors which may include, but are not limited to, the length of the individual engagement, level of difficulty, level of specialization required, professional designations, skills, and years of experience.
Head of Portfolio Originations
Remote Job
Kiavi is one of the nation's largest private lenders to residential real estate investors (REIs). We harness the power of data & technology to offer our customers a simpler, more reliable, and faster way to access the capital they need to scale their businesses.
Formerly known as LendingHome, we're committed to helping REIs revitalize the approximately $25 trillion worth of aged U.S. housing stock to provide move-in ready homes and rental housing for millions of Americans across the country.
Combining our technology and industry expertise, Kiavi has grown to a team of over 400 and has won many awards over the years including Forbes Fintech 50, Finovate Awards, Best Digital Mortgage Platform, Fast Company's Most Innovative Companies, and many more.
Loans Funded: $22 billion in loans funded
Homes financed: 71,000+ projects funded for our customers across the country
Geography: 31 states + D.C. where we lend to REIs so they can revitalize neighborhoods
Employees: Over 400 employees with competitive benefits and perks
This position can be based remotely in any of our approved hiring regions. Our hybrid distributed workforce philosophy allows us to find the best talent in the country and build diverse teams, while allowing our colleagues to work from the location that works best for them. For those who prefer to work in-office, we have locations in San Francisco and Pittsburgh. We also plan to use these spaces to bring together teammates to drive creativity and innovation.
The Role
The Head of Portfolio Originations for the Portfolio Team is responsible for setting the business plan and go-to-market strategy for the Portfolio Rental and Bridge Portfolio products, and overseeing the execution of these plans. This role oversees the full origination process and teams for all portfolio rental loans (mortgage operations, driving new business, account management, etc) and sales/go to market for Bridge Portfolio. Another critical component of this role is driving and contributing to decisions on credit policy, operational processes, escalations, capital markets, compliance and other day-to-day decisions related to Portfolio Rental, in close partnership with other functions such as Risk, Capital Markets, Compliance, Product and Legal etc.
Responsibilities
Creates the business plan for the product in collaboration with Chief Revenue Officer (CRO), Finance and other stakeholders.
Develops and implements go-to-market strategies and revenue generating strategies for the Portfolio Rental and Bridge Portfolio products
Creates and manages the budget for the products and set priorities, metrics and targets for the loan product, in collaboration with CRO, Finance and other stakeholders
Oversees the full origination process of the portfolio rental loan product (mortgage operations, new business, account management) and ensure efficiency, effectiveness, customer experience and loan quality targets are met
Oversees the sales process for the bridge portfolio product
Provides input to decisions and discussions with cross functional stakeholders (Risk, Compliance, Capital Markets, Legal) around credit policy, pricing, capital markets, operational processes, escalations, and compliance in relation to Portfolio Rental
Partners with Marketing in planning initiatives for awareness, lead generation, and the leveraging of partnerships/masterminds to drive leads and loan volumes
Evaluates product performance, funnel and conversion metrics, customer acquisition, productivity, efficiency and other metrics and collaborate with other stakeholders to drive initiatives and solutions for improvement
Builds high performing team, develops and mentors staff, maintains cross functional partnerships
Qualifications
Demonstrated success in business-oriented or commercial role driving results in the creation or scaling of a new loan product
In-depth experience and knowledge of the mortgage industry, specifically bridge, fix-and-flip, rental, portfolio or loan products within the business-purpose / real estate investing space
In-depth experience with mortgage origination processes, and demonstrated ability overseeing end to end mortgage origination and driving efficiency, quality and performance
Demonstrated ability to build and foster strong cross functional relationships to deliver go-to-market strategy and business plan
Strong experience in contributing to credit policy, forecasting, and pricing of loan products
Demonstrated success in building and managing high performing teams
Kiavi takes a market-based approach to pay, and pay may vary depending on your location. Work locations are categorized into one of three tiers based on cost of labor for that geographic area. These ranges may be modified in the future.
Region 1 - $180,600 - $271,000 + 25% bonus + benefits
Region 2 - $150,600 - $225,800 + 25% bonus + benefits
Region 3 - $143,000 - $214,400 + 25% bonus + benefits
To find a location's tier, please refer to ******************************* The range displayed on each job posting reflects the minimum and maximum target for new hire salaries. Within the range, the successful candidate's starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. Your recruiter can share more about the specific base pay range for your preferred location during the hiring process. Please note that the pay range listed above reflects the base salary only, and does not include the target value of bonus or benefits.
Benefits and Perks
Medical, Dental, and Vision Insurance: Kiavi offers free employee-only coverage for medical, dental, and vision plans. Dependents receive a heavily discounted premium, competitively placed in the 90th percentile for cost.
Health Savings Account (HSA): For those enrolled in a High Deductible Health Plan (HDHP), Kiavi provides an annual employer contribution to HSAs: $500 for individual coverage and $1,000 for dependents.
Disability and Life Insurance: Immediate access to short-term and long-term disability insurance, as well as group life and AD&D insurance, with coverage at 1x annual salary.
Remote Work Policy: Kiavi supports working remotely for day to day activities for most roles and occasionally may ask employees to gather in person for key meetings, trainings, team building etc. For remote workers, Kiavi offers a one-time office setup reimbursement of up to $500 and a monthly $75 stipend for internet and phone expenses. For in-office workers, Kiavi offers employer contributions to commuter benefits account, either for parking or public transportation.
Flexible Time Off: Employees are empowered to manage their own time off, with no strict limits, as long as it's approved by their manager.
Paid Leaves: Up to 8 weeks of paid leave for medical or caregiver purposes, and 12 weeks of paid maternity/paternity leave. Short-term disability leave is also available for birthing mothers.
401(k) & Company Match: A 401(k) plan managed by Fidelity, with Kiavi matching 100% of contributions up to 3% of compensation or $4,000 (whichever is less). All employer contributions are immediately vested.
Product Ownership: All employees think like an owner because all employees play a critical role in making our business great. Many roles are eligible for stock option grants.
Kiavi in the News:
Comment start HousingWire: 2023 HW Tech100 Winner: Kiavi
PropTech Connect: Kiavi Closes $209M To Grow Its Funding Capacity
CrowdFund Insider: Kiavi Closes $158M Revolving Securitization of Residential Transition Loans
Mortgage Professional America: Real investors' lender Kiavi achieves milestone
Inc Magazine: 2022 Best Places to Work: Kiavi
If you'd like to see more about what Kiavi has to offer or explore additional opportunities, visit our careers page. Kiavi is an Equal Opportunity Employer
San Francisco Fair Chance Ordinance Police Code, Article 49
Winter 2025 Tax Internship - Hybrid
Remote Job
**Hybrid** East Brunswick, New Jersey, United States **Description** Established in 1983, WilkinGuttenplan is a leading mid-sized accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA. At WilkinGuttenplan, we strive to ensure we foster an inclusive and flexible environment for all our employees while also assisting them in achieving their unique career goals through our coaching program.
****Responsibilities****
* Participate in training sessions to enhance proficiency in utilizing advanced accounting software and tools effectively.
* Collaborate with experienced professionals to conduct tax compliance tasks.
* Engage in diverse client assignments, research projects, and shadowing opportunities to deepen your understanding of the industry.
* Work closely with team members across all levels, gaining insights into tax practices.
* Analyze financial data, identify trends, and contribute to comprehensive reports.
* Assist in preparing tax returns, ensuring accuracy and compliance.
* Acquire in-depth knowledge of industry regulations and accounting standards pertinent to the field.
* Embrace a culture of continuous learning and professional development, actively seeking feedback to improve skills.
* Cultivate valuable connections with colleagues, nurturing a robust professional network that will pave the way for your future advancement and growth.
* Engage in community service initiatives organized by our internal WeGive committee, committed to making a meaningful contribution to the community.
* Participate in team-building activities/lunches to strengthen connections with fellow interns and staff at WG.
**Requirements**
* Current college junior or senior pursuing a Bachelor's degree in Accounting.
* Eager to participate in a winter internship from mid-January through the end of March with the ability to commit to three full days per week, from 9am-5pm.
* Keen interest in contributing to the success of a medium-sized firm.
* Proficiency in basic computer skills such as Microsoft Office Suite.
* Demonstrates exceptional interpersonal skills, fostering effective communication and collaboration.
* Maintains a strong academic track record, showcasing dedication and proficiency in Accounting studies.
**Benefits**
* We offer a unique culture that emphasizes and values work/life balance including remote work flexibility!
* Our collaborative work environment is strongly committed to your professional growth and success
* Our comprehensive Buddy Program is tailored to help you seamlessly integrate into the public accounting realm, providing invaluable guidance and serving as your go-to resource throughout your journey.
* We have a track record of ranking in the Best Place to Work NJ for the past twenty years and have won several other awards including #1 in Vault's Top 3 Internships, Best Firms for Young Accountants, Best Accounting Firms To Work For, and many more!
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required.
**We believe in equal opportunity:**
Wilkin & Guttenplan P.C. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive work environment. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local law.
Chief Tax Office - Intern
Remote Job
About Us Vertex Inc. is a remote-first global organization that stands out for its commitment to innovation, collaborative culture, and focus on employee growth-our cutting-edge tax technology solutions power global commerce and creativity thrive. Join us to make a meaningful impact and advance your career in a supportive, dynamic workplace!
Vertex Inc, a leader in Tax Technology and global SaaS organization is hiring 2025 Summer Interns for various departments within our Chief Tax Office.
As an intern on the Chief Tax Office Team, you'll work closely with Leadership to understand the innerworkings of Chief Tax Office and participate in projects/ work like or including:
Research on TAX market trends, industry disruptions, and emerging technologies relevant to Vertex.
Analysis to help develop comprehensive business cases for attractive next gen business opportunities in our industry.
Work with Strategy and cross functional teams (Marketing, Engineering, Product Management) on tax research ,product strategies, business models, pricing strategies, and go-to-market strategies.
Additionally, you'll participate as part of the 2025 Internship Program including Intern New Hire Orientation, speaker series, career planning sessions, team projects, and other events throughout the 12 weeks you're with us.
Internship Dates: June 9, 2025, to August 27, 2025
Requirements and Characteristics:
Enrolled in bachelor's degree program through an Accredited University as a rising Juniors and Seniors majoring in Accounting or Finance.
Must be located on the East Coast, and preferably within commuting distance to our King of Prussia, PA headquarters for occasional onsite team collaboration.
Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.
Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.
Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule - better is the enemy of done. Don't spend hours when minutes are enough.
Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.
Tax Department Intern (Remote)
Remote Job
At Constellation Insurance, we are dedicated to building a diverse, inclusive and equitable workplace. What you will be doing The Tax Intern will be supporting the department by preparing and filing state income tax returns and work on special projects.
What your work environment will look like
An inclusive work environment in which any group feels welcome, respected, supported, valued to fully participate at work
Flexible work arrangements including remote, traditional and hybrid
Associate well-being programs to balance your life in ways that suit you best
Engagement opportunities on-site and virtually to connect with your co-workers
Dress for your day work attire
Requirements
What you need to be successful
College student working towards a bachelor's degree in accounting or finance
Exceptional data entry skills
Strong attention to detail and organizational skills
Strong verbal and written communication skills
Knowledge of Oracle applications a plus
About the internship
Full Time (Monday-Friday)
Salaried OR Hourly
Hourly
Hiring Range Minimum
$35,100.00
Hiring Range Maximum
$43,850.00
Compensation Statement
Individual compensation packages are based on various factors unique to each candidate, including skill set, experience, qualifications, and other job-related reasons. Roles may also be eligible for additional compensation, including annual incentive programs.
Work Arrangement
Remote
Position Type
Full-time
Applications must be submitted by
Apr 4, 2025
Tax Department Intern (Remote)
Remote Job
At Constellation Insurance, we are dedicated to building a diverse, inclusive and equitable workplace. What you will be doing The Tax Intern will be supporting the department by preparing and filing state income tax returns and work on special projects.
What your work environment will look like
An inclusive work environment in which any group feels welcome, respected, supported, valued to fully participate at work
Flexible work arrangements including remote, traditional and hybrid
Associate well-being programs to balance your life in ways that suit you best
Engagement opportunities on-site and virtually to connect with your co-workers
Dress for your day work attire
Requirements
What you need to be successful
College student working towards a bachelor's degree in accounting or finance
Exceptional data entry skills
Strong attention to detail and organizational skills
Strong verbal and written communication skills
Knowledge of Oracle applications a plus
About the internship
Full Time (Monday-Friday)
Salaried OR Hourly
Hourly
Hiring Range Minimum
$35,100.00
Hiring Range Maximum
$43,850.00
Compensation Statement
Individual compensation packages are based on various factors unique to each candidate, including skill set, experience, qualifications, and other job-related reasons. Roles may also be eligible for additional compensation, including annual incentive programs.
Work Arrangement
Remote
Position Type
Full-time
Applications must be submitted by
Apr 4, 2025
2025 TAX INTERN
Remote Job
We have an exciting career opportunity for a Tax Intern to join the Whittlesey team! Whittlesey's Spring Tax Internship runs from January - April. This position can be part-time or full-time and is a hybrid or remote position. Hybrid team members alternate between working remotely at the office, or client locations dependent on school schedule.
When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services.
Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year.
Our Culture
Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals.
Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism.
What you will be doing
Perform meaningful tax and accounting work
Work with our experienced staff on current client engagements
Build on your academic learning with real-world experience
Participate in various projects, working with teams from across the firm
Receive mentorship by seasoned tax, auditing and consulting professionals
Develop a wide-ranging skill set and launch your accounting career
Are you ready to take your Tax career to the next level? We are adding Tax Staff and Senior Associates with several years' experience and the desire to grow in the public accounting profession. MSTiller, LLC is a leading provider of accounting, audit, tax and business advisory service. Our growth is driven by successfully assisting our clients achieve results. Our culture encourages individual growth and development, rewards personal excellence and supports our communities.
We are looking for someone with the below qualifications - -
* Bachelors degree in Accounting
* Master in Taxation or Master of Accountancy with a tax focus
* CPA or have passed part of the CPA Exam already
* Experience with tax software (preferably CCH Axcess) with the desire to quickly learn new software packages
* Experience in preparing complex individual, partnership, corporate and S-Corp tax returns as well as the research of tax issues
* Works well with managing a variety of projects and thrives in a fast-paced environment
* Customer service oriented really enjoys people and getting to know our clients, their businesses and the industries that they operate in.
* Works well independently or as part of a team
If the above qualifications describe you --, please apply for confidential consideration so that we can set up an exploratory conversation!
As a Tax Associate, you will be involved in
* Serving a client with complex tax needs
* Preparation of individual, partnership, fiduciary, tax-exempt and other types of tax returns
* Preparation of income tax projections that involve multiple scenarios and complex analysis
* Interactions with client personnel to obtain information essential to delivering tax services
* Supervising and serving as a technical resource to lesser experience Tax Staff members
We offer you:
* Reasonable work schedules with flexible hours
* Flexible working arrangements in office or work-from-home or hybrid
* Unlimited career growth and potential
* Dress for your Day dress code when in the office (which allows for casual attire most days)
* Experience and opportunity to work with managers and partners
* Excellent compensation and benefits package
* A truly supportive team and firm culture - we have lots of fun together too!