Elevate Amazon's Property Tax Strategy with Technology and Strategic Leadership
We're seeking an innovative Property Tax Senior Manager to drive transformative tax management strategies using advanced technology, including generative AI. In this pivotal role, you'll lead a dynamic team that's revolutionizing property tax compliance, as well as review and management of our complex real estate portfolio.
Key responsibilities
Provide expert guidance on property tax strategies for Amazon's diverse site portfolio
Lead and develop a high-performing team of tax professionals
Identify and challenge property valuations to optimize tax outcomes
Develop strategic recommendations for senior leadership
Collaborate with internal and external stakeholders to manage property tax complexities
Leverage technology and generative AI to enhance tax management processes
Join us in reimagining property tax management at the intersection of technology and strategic leadership.
A day in the life
Your day will be a blend of strategic leadership, technological innovation, and collaborative problem-solving. You'll navigate complex tax landscapes, leverage advanced analytics, and work closely with cross-functional teams to minimize tax liabilities and maximize operational efficiency.
About the team
Our Property Tax Team is a forward-thinking group dedicated to managing property tax compliance, audits, and strategic planning across the United States and Canada. We're not just managing taxes; we're pioneering intelligent approaches to property tax management that drive significant value for Amazon.
Basic Qualifications
10+ years of tax, finance or a related analytical field experience
10+ years of tax experience with a significant amount of time providing technical guidance experience
5+ years of managing a high caliber team experience
Bachelor's degree in accounting, finance, business or related field
10+ years progressive experience in the area of Real and Personal property tax valuation and compliance
Preferred Qualifications
Experience within a multinational business and either legal or accountancy firm experience
Experience liaising with tax authorities including responding to audits and information requests
Experience communicating to senior management and customers verbally and in writing
Can work proactively and independently, meet deadlines, and deliver on projects and tasks
CPA, JD, or Master's degree
CMI or similar professional designation
Experience with multi-state, multi-entity corporate structures
Understanding of valuation methodology
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ********************************************************* for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $149,800/year in our lowest geographic market up to $247,700/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit ******************************************************* . This position will remain posted until filled. Applicants should apply via our internal or external career site.
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$149.8k-247.7k yearly 4d ago
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Tax Manager - Tax Manager, CPA, Trust
Cybercoders 4.3
Tax accountant job in Lynnwood, WA
Tax Manager The Tax Manager will lead and manage tax compliance and planning for a diverse portfolio of clients, focusing on high net worth individuals, trusts, estates, and business entities. The ideal candidate will ensure accurate tax preparation and adherence to all regulatory requirements while providing strategic tax advice to clients.
Key Responsibilities
Oversee and review the preparation of various tax returns, including individual (1040), corporate (1120, 1120S), partnership (1065), estate (706), and gift (709) tax returns.
Develop and implement tax strategies for high net worth individuals, trusts, and estates to minimize tax liabilities.
Manage client relationships and act as the primary point of contact for tax-related inquiries and services.
Conduct tax research and stay informed about current tax laws and regulations affecting individual and business clients.
Supervise and mentor junior staff, providing guidance on tax preparation and compliance processes.
Prepare and review estimated tax payments and ensure timely filing of all returns.
Collaborate with other departments to provide integrated services to clients, including financial and estate planning.
Assist in audit support and respond to inquiries from tax authorities as needed.
Qualifications
Bachelor's degree in Accounting, Finance, or related field; CPA certification required.
Minimum of 5 years of experience in public accounting or tax consulting, with a focus on high net worth individuals and complex tax issues.
Strong knowledge of federal and state tax laws, regulations, and compliance requirements.
Experience with tax preparation software and Microsoft Office Suite, especially Excel.
Excellent analytical, organizational, and communication skills.
Ability to manage multiple priorities and deadlines in a fast-paced environment.
LLM or JD preferred; Enrolled Agent (EA) designation is a plus.
Benefits
Salary: $110K-$170K/yr DOE
PTO
Medical/ Dental/ Vision Insurance
Short & Long-Term Disability
Life Insurance
Retirement Plan
Education Reimbursement
$110k-170k yearly 8d ago
Japanese Service Group (JSG) Tax Manager
Deloitte 4.7
Tax accountant job in Seattle, WA
Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do phrases like "accounting for income taxes," "tax restructuring," and "tax controversy" peak your interest? Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize clients across a variety of industries? If you answered "Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services (Federal tax) practice!
What you'll do
As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career.
Responsibilities will include:
Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements.
Advising clients on a variety of tax issues including accounting for income taxes, FTA (periods, methods & credits), tax provisions, tax compliance, business restructuring, and tax controversy.
Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.
Managing engagement workflow, engagement team resources, and engagement billing.
Providing leadership, counseling, and career guidance for the development and motivation of the engagement team.
The Team
At Deloitte Tax LLP, our Business Tax Services team provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Business Tax subject matter experts and industry specialists provide services relevant to our client's business. Our team will assist with global tax challenges and transform the tax department to create greater impact and efficiency within our client's organization. Our spectrum of business tax services are relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. Join us, and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte Business Tax Services.
Qualifications
Required
Language fluency in Japanese and English (both written and verbal)
Limited immigration sponsorship may be available
Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
5+ years' experience in federal taxation, preparation and review experience of federal tax returns for corporations, partnerships, and individuals
Bachelor's degree in accounting, business, finance or other business-related field
One of the following accreditations obtained:
Licensed CPA in state of practice/primary office if eligible to sit for the CPA exam
If not CPA eligible:
Licensed attorney
Enrolled Agent
Certifications:
Chartered Financial Advisor (CFA)
Certified Financial Planner (CFP)
Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
Advanced degree such as Masters of Tax, JD, and/or LLM
Previous Big 4 or large CPA firm experience
Solid understanding and experience with federal tax compliance, federal taxaccounting and provisions, tax analysis, and tax research
Solid understanding with accounting for income taxes in accordance to ASC740
Excellent research and writing skills
Excellent presentation and communications skills
Strong management experience
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,730 to $213,200
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: ************************************************************************************************************
btstax
Recruiting tips
From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.
Benefits
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.
Our people and culture
Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.
Our purpose
Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more.
Professional development
From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see ********************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers
Requisition code: 315905
Job ID 315905
$100.7k-213.2k yearly 8d ago
Manager, Tax - iTaxTech
KPMG 4.8
Tax accountant job in Portland, OR
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm.
KPMG is currently seeking a Manager, Tax - iTaxTech E-Invoicing to join our State and Local Tax (SALT) practice.
Responsibilities:
Provide excellent client facing service to multi-national companies in relation to their global indirect tax reporting needs, including e-invoicing, digital reporting, and more
Lead end to end project implementations with native ERP solutions or 3rd party vendors, transaction analysis, regulatory analysis, business requirements analysis, system readiness assessments, and vendor selection projects
Prepare and deliver global tax reporting training presentations aimed at external and internal audience
Aid external vendor relationships with key business partners
Support practice marketing and business development efforts; assist in preparing responses to client proposal request
Assist Tax Leadership in engagement administration, engagement management, and client billing
Identify and develop new and existing client relationships and internal relationships
Qualifications:
Minimum five years of recent experience implementing indirect tax technology solutions
Bachelor's degree in business, accounting, or a related course of study from an accredited college/university
Prior experience with SAP, Oracle, PeopleSoft, Workday, and/or similar ERP applications (specifically for tax including AP/PO, A/R and/or G/L modules)
Experience with tax technology solutions such as Edicom, Sovos, Vertex, SAP DRC, Pagero and/or other technology solutions
CPA , ENR AGT (Enrolled Agent), JD / LLM, CMI-Sales and Use Tax (Certified Member of the Institute for Professionals in Taxation - Sales and Use Tax), MTX (Masters in Taxation), PMP Certification, MCSD (Microsoft Certified Solutions Developer), MCITP (Microsoft Certified IT Professional), TCERTIMP (Thomson Certified Implementer), ONESOURCE Thomson Reuters (Includes One Source Determination Implementer On Demand Training), Certification in Microsoft C#, Certification in Alteryx, Vertex Indirect Tax O Series Certified Implementor (Sales/Use Tax, Value Add Tax or Chain Flow Accelerator for SAP), or Avalara Certification (any individual who does not possess at least one of the approved designations/credentials when their employment commences has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list)
Deep understanding of e-invoicing processes, systems, and global compliance requirements
Understanding of key indirect tax processes and data drivers while possessing a broad industry background including retail, financial services, manufacturing and telecommunications
KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
***********************************************************************
California Salary Range: $90800 - $189300
KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
$90.8k-189.3k yearly 8d ago
Tax Manager / Senior Manager
Solid Rock Recruiting LLC
Tax accountant job in Seattle, WA
Tax Manager - Public Accounting Firm (Confidential Search)
đź’Ľ Work Style: Hybrid (flexible in-office schedule) đź’° Compensation: $140,000 - $185,000 base + bonus (DOE)
About the Opportunity
Our client is a well-established public accounting firm known for their collaborative culture, long-term client relationships, and consistent year-over-year growth. They take pride in offering a modern approach to work-life balance without compromising technical excellence.
We're partnering with them to identify an experienced Tax Manager who's ready to lead engagements, mentor staff, and be a trusted advisor to clients.
Key Responsibilities
Manage complex tax engagements for individuals, partnerships, S-corps, and closely-held businesses
Review returns prepared by staff and seniors for technical accuracy and compliance
Research complex tax issues and provide practical solutions for clients
Support client relationships through proactive communication and planning discussions
Lead, mentor, and develop team members through review and training
Assist partners with business development, client onboarding, and workflow efficiency
What They're Looking For
Active CPA license (required)
6+ years of experience in public accounting (preferably within a regional or mid-sized firm)
Strong technical knowledge in federal and state tax compliance
Excellent communication and leadership skills
Experience with CCH Axcess, UltraTax, or similar tax software (a plus)
Why This Firm
Hybrid flexibility - typically 2-3 days in office
Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.)
Real promotion potential - leadership succession planning is a key focus
Competitive compensation package, comprehensive benefits, and strong PTO
Confidential inquiries encouraged.
If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.
đź“§ joey@solidrockrecruiting.com
📞 (605) 601-4597
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$140k-185k yearly 2d ago
Tax Manager - Personal Financial Services
PwC 4.8
Tax accountant job in Portland, OR
Industry/Sector
Not Applicable
Specialism
Entrepreneurial & Private Business (EPB) - General
Management Level
Manager
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
Develop new skills outside of comfort zone.
Act to resolve issues which prevent the team working effectively.
Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
Analyse complex ideas or proposals and build a range of meaningful recommendations.
Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
Address sub-standard work or work that does not meet firm's/client's expectations.
Use data and insights to inform conclusions and support decision-making.
Develop a point of view on key global trends, and how they impact clients.
Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
Simplify complex messages, highlighting and summarising key points.
Uphold the firm's code of ethics and business conduct.
Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations.
Job Requirements and Preferences:
Basic Qualifications:
Minimum Degree Required:
Bachelor Degree
Required Fields of Study:
Accounting
Minimum Years of Experience:
5 year(s)
Certification(s) Required:
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
Preferred Qualifications:
Preferred Knowledge/Skills:
Demonstrates extensive-level abilities and/or a proven record of success consulting with high net worth individuals on some of the following areas:
Individual income tax planning;
Financial planning;
Wealth transfer planning;
Business succession planning or trust and estate work; and,
Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Demonstrates extensive-level abilities and/or a proven record of success identifying and addressing client needs:
Individual income tax planning;
Financial planning;
Wealth transfer planning;
Business succession planning or trust and estate work; and,
Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
Building, maintaining, and utilizing networks of client relationships and community involvement;
Communicating value propositions;
Managing resource requirements, project workflow, budgets, billing and collections; and,
Preparing and/or coordinating complex written and verbal materials. Demonstrates extensive-level abilities and/or a proven record of success as a team leader:
Individual income tax planning;
Financial planning;
Wealth transfer planning;
Business succession planning or trust and estate work; and,
Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
Building, maintaining, and utilizing networks of client relationships and community involvement;
Communicating value propositions;
Managing resource requirements, project workflow, budgets, billing and collections; and,
Preparing and/or coordinating complex written and verbal materials.
Supervising teams to create an atmosphere of trust;
Seeking diverse views to encourage improvement and innovation; and,
Coaching staff including providing timely meaningful written and verbal feedback.
Travel Requirements
Up to 20%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$84k-115k yearly est. 8d ago
Tax Senior Manager, ASC740
BDO Capital Advisors, LLC
Tax accountant job in Seattle, WA
The Core Tax Services ("CTS") Senior Manager - ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. In this role, the Core Tax Services Senior Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Core Tax Services Senior Manager will be involved in the marketing, networking and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients.
Job Duties
Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM")
Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
Communicates with client and Assurance any issues identified in tax accrual reviews
Plans and reviews the tax process and the procedures to be performed to include:
Budgeting and staffing
Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
Timely billing including management of identified out-of-scope activity and communication to client
Timely collection of A/R
Manages client relationships/expectations in accordance with the project
Provides advice to clients in a timely manner
Research
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Identifies complex issues to be researched by engagement team and provides research methodology for efficient research processes
Trains managers/staff on research skills and helps to appropriately frame ASC 740 tax issues for analysis
Involves firm specialists, as appropriate
ASC 740 (fka FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding ASC 740
Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM
Clearly and concisely explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740
Communicates with Assurance team to timely plan tax accrual reviews, including budget, scope and delivery dates
Reviews tax provisions- applies in depth knowledge of ASC 740
Reviews prepared workpapers
Utilizes and manages Specialized Tax Services ("STS"), as needed
Tax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
Considers the applicability of CTS and STS consulting specialties for each client
Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client
Serves as a technical resource
Ensures client service teams comply with Firm policy; regarding Written Tax Advice ("WTA")
Provides effective assistance with exam support
Frames projects and issues for effective delegation to seniors and associates
Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass‑through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits
May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists
May train and mentor managers/ seniors/ associates on ASC 740
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
Consistently makes suggestions as to how previous work products or approaches can be improved
May lead marketing campaigns, if applicable to role
Presents complex strategies to clients and prospective clients
Collaborates with the Firm's National Tax and Specialized Tax Services to deliver high-quality deliverables and/or analyses on ASC 740
Other duties as required
Supervisory Responsibilities
Supervises associates and senior associates on all projects
Reviews work prepared by associates and senior associates and provide review comments
Trains Associates and Seniors how to use all current software tools
Acts as a Career Advisor to associates and senior associates
Schedules and manages workload of associates and senior associates
Provides verbal and written performance feedback to associates and senior associates
Qualifications, Knowledge, Skills and Abilities Education
Bachelors degree in Accounting or Taxation, required
Masters degree in Accounting or Taxation, preferred
Experience
Eight (8) or more years of prior experience, required
Experience in managing the process of preparing and auditing ASC740 computations for both privately held and publicly traded clients, required
Prior supervisory experience, required
License/Certifications
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required
Software
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred
Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, preferred
Language
N/A
Other Knowledge, Skills & Abilities
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Ability to work well in a team environment
Able to develop and manage a team of tax professionals
Ability to compose written tax advice
Ability to effectively develop and maintain client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $146,000 - $200,000
Colorado Range: $120,000 - $180,000
Illinois Range: $140,000 - $190,000
Maryland Range: $150,000 - $180,000
Massachusetts Range: $150,000 - $206,000
Minnesota Range: $130,000 - $190,000
New Jersey Range: $155,000 - $200,000
NYC/Long Island/Westchester Range: $190,000 - $225,000
Washington Range: $150,000 - $190,000
Washington DC Range: $162,000 - $190,000
About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight‑driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
*Benefits may be subject to eligibility requirements.
Locations Two Union Square, Seattle, WA, 98101, US
#J-18808-Ljbffr
$72k-103k yearly est. 3d ago
Tax Preparer
JTH Tax LLC
Tax accountant job in Tacoma, WA
Job Title: Tax Preparer Department/Business Unit: Managed Operations Reports to: Office Supervisor Status: Seasonal FLSA Status: Non-Exempt Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance.
Responsibilities/Duties
Tax Preparation:
Prepare individual and small business tax returns accurately and efficiently.
Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns.
Ensure compliance with federal, state, and local tax regulations.
Customer Service:
Provide outstanding customer service by addressing client concerns and questions in a timely manner.
Conduct client interviews to gather information about their tax situation.
Explain tax return outcomes and provide tax planning advice.
Compliance and Accuracy:
Stay updated on current tax laws and regulations through ongoing education and training.
Ensure all returns are prepared in compliance with relevant laws and regulations.
Verify the accuracy of data entered into tax software.
Documentation and Recordkeeping:
Maintain organized and accurate records of all client interactions and tax returns.
Ensure all required documents are filed correctly and securely.
Keep up to date with client files and follow up on missing information.
Training and Development:
Participate in training sessions and continuing education to maintain professional credentials.
Stay informed about changes in tax laws and software updates.
Collaboration:
Work closely with other tax professionals and office staff to ensure a seamless workflow.
Assist in mentoring and training junior staff members as needed.
Assist in marketing execution
Qualifications
Strong knowledge of federal, state, and local tax laws and regulations.
Proficiency in tax preparation software and Microsoft Office Suite.
Excellent attention to detail and organizational skills.
Strong analytical and problem-solving abilities.
Superior communication skills, both verbal and written.
Ability to work independently and manage multiple priorities.
Must have PTIN or eligible to receive.
Education and Experience
Associate's degree in accounting, finance, or a related field; or equivalent experience.
Minimum of 1-3 years of experience in tax preparation.
Physical Requirements
Position requires working at a desk for periods of time. Some overtime and weekend work may be required, especially during tax season.
Work Environment
The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions.
Employee Acknowledgement
This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to request that additional or different tasks be performed.
Liberty Tax Service is an equal opportunity employer.
$48k-84k yearly est. 8d ago
Senior Tax Accountant
Creative Financial Staffing 4.6
Tax accountant job in Vancouver, WA
Ready to bring your tax expertise to a high-velocity company that's powering American industry? Join a nationally recognized leader in the commercial and industrial transformer market that's been named one of the fastest-growing private companies in the U.S. for seven consecutive years. With a relentless focus on exceptional customer service, rapid delivery, and operational excellence, this organization thrives on innovation, integrity, and teamwork - creating an exciting environment where a Senior TaxAccountant can make a strategic impact, lead complex tax initiatives, and help fuel continued growth across the business.
Key Responsibilities
Support the company's multi-jurisdiction tax function, including preparation and review of federal corporate returns and state and local tax compliance
Research and interpret complex tax laws to ensure accurate filings and regulatory compliance
Maintain detailed tax workpapers and documentation; assist with tax planning initiatives
Reconcile and analyze tax-related general ledger accounts and book-to-tax differences, including 263A and Schedule M-1
Assist with income tax provision calculations and entries under ASC 740
Respond to tax authority inquiries and support federal, state, and local tax audits
Monitor tax law changes, communicate impacts to leadership, and support tax-related internal controls and special projects
Qualifications & Background
Bachelor's degree in Accounting, Finance, or related field, with 5+ years of progressive taxaccounting experience
Strong knowledge of federal, state, and local tax compliance, including preparation of C-Corp income tax returns
Experience with corporate tax provisions, compliance, and reporting; manufacturing or industrial background preferred
CPA license or progress toward certification a plus
Highly analytical with strong problem-solving, organizational, and time-management skills
Proficient with cloud-based productivity tools and effective written and verbal communicator
$110,000 - $130,000
Please email your resume for immediate consideration.
Tia McKeen, Senior Managing Director - Staffing
Timing is everything. Whether you are aggressively in a job search or simply passive for the ideal position, we would like to have the chance to share our opportunities with you. We specialize in placement for accounting and finance professionals. Many of our positions are not posted on the internet. Please contact me for more information about this role as well as other opportunities.
#INJAN2026
$110k-130k yearly 1d ago
Accountant - Housing
Catholic Charities Serving Central Washington
Tax accountant job in Yakima, WA
The Accountant performs accounting functions for a variety of programs, providing financial support to the development and grant departments. The position researches, understands, and applies state and federal laws, and agencies' requirements, rules, and regulations. The position works in a team environment, contributing to the success and credibility of the finance office in a variety of roles with a willingness to take on new responsibilities, improve efficiencies, solve problems and provide backup to other accounting office staff. The Accountant is self-motivated, adaptable to change, and detail oriented.
Development, Project and Financial Reporting Responsibilities
Coordinate with the Senior Accountant in the accurate tracking and analysis of development activity for both Multi Family and Single-Family programs.
Support annual financial audits by collecting and organizing records, preparing various audit schedules, and performing other related audit functions as requested.
Review and assist with Single Family homeownership construction and grant reporting and compliance. Reconcile appropriate custodial accounts to family accounting ledgers and cash on hand. Reconcile offset accounts to maintain accurate custodial, loan and construction account balances
Assist in the preparation of technical accounting work related to the Agency's federal, state and local grants
Accounts Payable, Receivable and Cash Management Responsibilities
Reconcile bank accounts and monitor cash level requirements.
Prepare receivable invoices for grants, resident services, properties, developments, and others as assigned. Monitor the aging of amounts due.
Research, code, and post cash payments received.
Coordinate and monitor cardholders to ensure credit card expense vouchers are completed within the required timelines and review completed vouchers to ensure compliance with agency policy.
General Responsibilities
Meet reporting deadlines, both internal and external.
Research and respond to program inquiries regarding posted transactions and reports in the accounting system.
Assist with budget development and reporting.
Suggest and implement improvements to relevant processes and procedures.
Assists with other work as assigned.
Qualifications
Job Requirements:
The following requirements are those that are normally required for the performance of this position. Any disabled applicant who does not meet one or more of the requirements, but who can perform the essential functions of the job (with or without reasonable accommodations) shall be deemed to meet these requirements.
Physical Requirements:
This position normally requires the physical demands of standing, walking, bending, lifting, or performing other work requiring low physical exertion, talking, and hearing on a regular basis to perform the job requirements. These physical demands are required up to 90% of the time.
Non-Physical Requirements:
Education
Bachelor's degree in accounting or related field, required
Experience
3 years of relevant experience to include Accounts Receivable, Accounts Payable, Payroll and or General Ledger.
Special Skills
Extensive knowledge of accounting principles, methods, and terminology
Extensive knowledge of computerized general ledger systems
Knowledge of SAGE Intacct preferred
Prior experience with database management and reporting
Advanced knowledge in Excel, including spreadsheet design and formulas
Excellent written and verbal communication skills
Licensure, Registration, Certification
Valid Driver's License and minimum required liability insurance for WA State
Must be deemed insurable as determined by Catholic Charities' liability insurance provider
Employment is conditional upon:
Being cleared by criminal background check and fingerprinting when required
Wage Range: $33 to $37/hr., depending on education and experience
Work Schedule: Monday - Thursday: 7:30 am to 4:30 pm. Fridays: 7:30 am to 3 pm
Benefits:
13 paid holidays, 12 days of vacation, 12 days of sick leave per year
Health insurance including medical & prescription coverage, with optional dental and vision insurance plans. Majority of premiums paid by Catholic Charities
Retirement 403(b) Plan: employee contributions commence upon employment; Catholic Charities contributes 2% of monthly income and matches up to 4% of employee contributions following 6 months of employment
Basic Life Insurance paid 100% by Catholic Charities
Flexible Spending Account eligibility following 6 months of employment
Education Assistance Program reimbursing up to $5,250 per year for approved continuing education after 6 months of employment
Additional voluntary insurances including supplemental life, accidental death & dismemberment (AD&D), critical illness, long term disability, accident, and ID theft
Employee Assistance Program includes 3 counseling sessions per year, legal consultations, financial coaching, and other wellbeing tools
Annual longevity awards begin at 5 years of employment
It is the practice of Catholic Charities to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, national origin, sex, age, disability, citizenship status, marital status, creed, genetic predisposition or carrier status, sexual orientation, gender expression, or any other characteristic protected by applicable law. Applicants from underrepresented backgrounds are encouraged to apply. We gladly offer reasonable accommodations to individuals with disabilities to support participation in the hiring process and employment.
$33-37 hourly 17d ago
Senior Accountant
Solarity Credit Union 3.5
Tax accountant job in Yakima, WA
Job Description
Solarity Credit Union is seeking a Senior Accountant!
Solarity's Senior Accountant will prepare and provide accurate and timely internal/external financial reporting that is in compliance with GAAP, regulations, management and investor requirements. Effectively process and maintain expense, income, asset and liability transactions to support the accomplishment of organizational strategic goals and initiatives. Anticipate credit union accounting needs and effectively execute them through appropriate course of actions while maintaining accounting and compliance regulations. Create extraordinary experiences for members, co-workers and investors whom loans are serviced by the Credit Union. Develop strong working relationships amongst other departments, staff, and vendors, as necessary.
We want people who exemplify a team-first philosophy and show the dedication to member service that is required to meet our high expectations. We're as interested in who you are as much as what you do. Learn what it's like to focus on team accomplishments over individual goals. When everyone is working toward a common goal in this case, building member satisfaction and loyalty through exemplary service then everyone achieves success.
A Day in the life of a Senior Accountant....
Each day will be a different adventure in this role. A snapshot of the day could look like:
Participate in daily huddle
Demonstrates Core Values
Close books within defined guidelines
Clean CPA Audits and Regulatory Exams
Research and reconcile general ledger accounts
Create procedures which accomplish accounting activities
Designs, implements and maintains general ledger chart of accounts
Provide accurate support to frontline staff
Prepare accurate and timely reports and submit timely to investors
The Cultural Fit
We're more than a credit union-we're a team of people who care deeply about making a difference. If these values feel like a reflection of who you are, you might be right at home here:
Courage: You take ownership, support your teammates and have the confidence to make thoughtful decisions-even when it's not easy.
Impact: You're driven to make things better, challenge the status quo and go above and beyond for both members and coworkers.
Passion: You bring positive energy, a member-first mindset and genuine excitement for helping others. You celebrate wins-big and small-and embrace change with enthusiasm.
If you love what you have read so far and meet the requirements below, we want to hear from you!
5+ years of related progressive experience in a financial institution highly preferred.
Bachelor's degree in accounting preferred and 6-8 years of accounting experience strongly preferred.
Team first philosophy.
Ability to communicate effectively with vendors and internal departments.
Benefits:
A highly competitive pay range with the potential of a strong performance-based annual bonus.
A comprehensive benefits package low cost medical, dental, vision, life, and disability coverage for yourself and your family with a generous employer contribution to your Health Savings Account.
Generous paid time off allowances plus 12 paid holidays annually.
A substantial retirement program match of up to 6% of your annual earnings.
An employee wellness program including EAP coverage and gym reimbursement.
An organizational culture that is committed to your success.
Significant opportunity for career growth.
A supportive leadership team.
Excellent member service oriented culture.
Pay Range: $29.01 - $45.32
EEO Statement:
Solarity Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. Solarity Credit Union participates in E-Verify.
If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at ************, ext. 1520 for assistance.
Job Posted by ApplicantPro
$29-45.3 hourly 8d ago
Federal Tax Services Intern - Summer 2027
Rsm 4.4
Tax accountant job in Seattle, WA
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Examples of the candidate's responsibilities include:
Working on a team that focuses on a wide range of tax specialty areas including accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not for profit organizations
Completing tax planning and research
Preparing federal and state & local tax returns
Understanding tax regulations and accounting pronouncements
Basic Qualifications:
90 credit hours completed
Working towards B.A. / B.S. degree or equivalent from accredited university
Accounting Major
Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations
A minimum 3.0 GPA is preferred
Preferred Qualifications:
Excellent written and verbal communication skills
Strong computer skills, including proficiency in Microsoft Excel
Ability to work effectively on a team
Ability to work and multitask in a fast-paced environment
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $36 - $43 per hour
$36-43 hourly Auto-Apply 13d ago
Portfolio Accountant
NAI Elliott
Tax accountant job in Portland, OR
Full-time Description
Portfolio Accountant
DEPARTMENT: Accounting Services
REPORTS TO: Director of Accounting Services/Controller
SALARY RANGE: $55,000 - $85,000 DOE
JOB STATUS: Full Time; Exempt
BENEFITS: Full comprehensive benefits after 60 days, generous PTO, company holidays, 401K options.
HOURS: Monday - Friday; Hybrid after 90 days
8:30 am - 5:30 pm (Or As Required)
GENERAL POSITION SUMMARY:
The Portfolio Accountant for NAI Elliott establishes a central position in our property management functions. We embrace the concept of Portfolio Accountants being a working member of a cross-departmental property management team and therefore each Portfolio Accountant is assigned to work with a Real Estate Manager on a specific portfolio of properties. They will join a team consisting of an assigned Real Estate Management Assistant, a Facilities Services connection, and a Brokerage alliance, and other specialists as needed by the portfolio requirements. As the Real Estate Manager handles all the detailed physical aspects of a property, a Portfolio Accountant handles all the detailed financial aspects. You will bring your organized and detailed accounting expertise to the management of the properties and assist the Real Estate Manager in being current and knowledgeable about all financial aspects of the properties. Being accurate and timely is a must. Being communicative through well-conceived reporting is required for the good of all. Being proactive and patient is an important part of participating on a team in which you may possess the most expertise in all things related to accounting. A positive and helpful attitude and an understanding that all members of the team bring their expertise for the betterment of the client will help make the Portfolio Accountant successful.
EDUCATION, EXPERIENCE, TRAINING/SKILLS REQUIRED:
• Bachelor's degree OR equivalent to an appropriate 4+ year college program in business finance and accounting, or a related course of study.
• 3-5 years' experience in property management accounting for a commercial real estate firm, or equivalent experience.
• Experience with Windows, Microsoft Word, Excel, and have familiarity with property management software systems, MRI preferred.
• Must have excellent verbal and written communication skills.
• Must have excellent problem-solving skills, analytical skills, and be capable of handling multiple tasks.
• Willingness to report to and perform tasks for supervisors and managers on a regular basis.
• Ability to plan and schedule work.
• Ability to understand and carry out written and oral instructions.
• Ability to maintain reports and records.
• Possess attention to detail and strong organizational skills.
• Needs to possess a positive outlook with ability to stay organized and efficient under pressure.
• Ability and willingness to work long hours on an occasional basis.
LICENSE/CERTIFICATION REQUIRED:
• None
• Completion of real estate licensing in the State of Oregon (and any other state in which Elliott Associates does business) will be looked upon favorably and will be an important addition to knowledge base.
ESSENTIAL FUNCTIONS/TASKS:
General:
• Provide support to the Director of Accounting Services/Controller and/or Accounting Supervisor on portfolio-wide projects as assigned.
Property Specific:
• Perform monthly bank reconciliations.
• Maintain accurate and up-to-date financial records for each property and prepare financial statements and/or cash flow reports along with accompanying schedules monthly.
• Process tenant rent statements.
• Process weekly payables.
• Calculate and process monthly management fees.
• Analyze cash position to manage distributions.
• Manage and obtain mortgage information to ensure accuracy.
• Assist in the preparation and analysis of annual budgets, forecasts, and operating expense reconciliations.
• Collaborate with property managers and other team members to track financial objectives.
MISCELLANEOUS:
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instruction and to perform any other job-related tasks requested by their supervisor.
This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.
We are an equal opportunity organization, and all qualified applicants will receive consideration for independent contract or employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Salary Description $55,000 - $85,000 DOE
$55k-85k yearly 60d+ ago
Portfolio Accountant
Nai Elliott
Tax accountant job in Oregon
Portfolio Accountant
DEPARTMENT: Accounting Services
REPORTS TO: Director of Accounting Services/Controller
SALARY RANGE: $55,000 - $85,000 DOE
JOB STATUS: Full Time; Exempt
BENEFITS: Full comprehensive benefits after 60 days, generous PTO, company holidays, 401K options.
HOURS: Monday - Friday; Hybrid after 90 days
8:30 am - 5:30 pm (Or As Required)
GENERAL POSITION SUMMARY:
The Portfolio Accountant for NAI Elliott establishes a central position in our property management functions. We embrace the concept of Portfolio Accountants being a working member of a cross-departmental property management team and therefore each Portfolio Accountant is assigned to work with a Real Estate Manager on a specific portfolio of properties. They will join a team consisting of an assigned Real Estate Management Assistant, a Facilities Services connection, and a Brokerage alliance, and other specialists as needed by the portfolio requirements. As the Real Estate Manager handles all the detailed physical aspects of a property, a Portfolio Accountant handles all the detailed financial aspects. You will bring your organized and detailed accounting expertise to the management of the properties and assist the Real Estate Manager in being current and knowledgeable about all financial aspects of the properties. Being accurate and timely is a must. Being communicative through well-conceived reporting is required for the good of all. Being proactive and patient is an important part of participating on a team in which you may possess the most expertise in all things related to accounting. A positive and helpful attitude and an understanding that all members of the team bring their expertise for the betterment of the client will help make the Portfolio Accountant successful.
EDUCATION, EXPERIENCE, TRAINING/SKILLS REQUIRED:
• Bachelor's degree OR equivalent to an appropriate 4+ year college program in business finance and accounting, or a related course of study.
• 3-5 years' experience in property management accounting for a commercial real estate firm, or equivalent experience.
• Experience with Windows, Microsoft Word, Excel, and have familiarity with property management software systems, MRI preferred.
• Must have excellent verbal and written communication skills.
• Must have excellent problem-solving skills, analytical skills, and be capable of handling multiple tasks.
• Willingness to report to and perform tasks for supervisors and managers on a regular basis.
• Ability to plan and schedule work.
• Ability to understand and carry out written and oral instructions.
• Ability to maintain reports and records.
• Possess attention to detail and strong organizational skills.
• Needs to possess a positive outlook with ability to stay organized and efficient under pressure.
• Ability and willingness to work long hours on an occasional basis.
LICENSE/CERTIFICATION REQUIRED:
• None
• Completion of real estate licensing in the State of Oregon (and any other state in which Elliott Associates does business) will be looked upon favorably and will be an important addition to knowledge base.
ESSENTIAL FUNCTIONS/TASKS:
General:
• Provide support to the Director of Accounting Services/Controller and/or Accounting Supervisor on portfolio-wide projects as assigned.
Property Specific:
• Perform monthly bank reconciliations.
• Maintain accurate and up-to-date financial records for each property and prepare financial statements and/or cash flow reports along with accompanying schedules monthly.
• Process tenant rent statements.
• Process weekly payables.
• Calculate and process monthly management fees.
• Analyze cash position to manage distributions.
• Manage and obtain mortgage information to ensure accuracy.
• Assist in the preparation and analysis of annual budgets, forecasts, and operating expense reconciliations.
• Collaborate with property managers and other team members to track financial objectives.
MISCELLANEOUS:
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instruction and to perform any other job-related tasks requested by their supervisor.
This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.
We are an equal opportunity organization, and all qualified applicants will receive consideration for independent contract or employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Salary Description $55,000 - $85,000 DOE
$55k-85k yearly 21d ago
Tax Associate
H&R Block, Inc. 4.4
Tax accountant job in Yakima, WA
Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...
Joining H&R Block as a Tax Associate means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful. You will also have the freedom, flexibility, and extra earnings you will need to embrace what makes your life uniquely yours.
* Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email
* Prepare complete and accurate tax returns
* Generate business growth, increase client retention, and offer additional products and services
* Provide clients with IRS support
* Support office priorities through teamwork and collaboration
* Grow your tax expertise
It would be even better if you also had...
* Bachelor's degree in accounting or related field
* Previous experience in a customer service or retail environment
* Experience working in a fast-paced, supportive environment
* Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks
What you'll bring to the team...
* Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course1
* Experience working in a fast-paced environment
* Comfort working with virtual tools - video, phone and chat
* Ability to effectively communicate in person, via phone and in writing
* Must meet all other IRS and applicable state requirements
* High school diploma / equivalent or higher
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
* Employee Assistance Program with Health Advocate.
* Wellbeing program, BetterYou, to help you build healthy habits.
* Neurodiversity and caregiver support available to you and your family.
* Various discounts on everyday items and services.
* Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
* Click here to checkout all available benefits.
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you're looking to make an impact, H&R Block is the place for you.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$11.00 - $27.00/Hr.
Sponsored Job
#26593
Joining H&R Block as a Tax Associate means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful. You will also have the freedom, flexibility, and extra earnings you will need to embrace what makes your life uniquely yours.
* Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email
* Prepare complete and accurate tax returns
* Generate business growth, increase client retention, and offer additional products and services
* Provide clients with IRS support
* Support office priorities through teamwork and collaboration
* Grow your tax expertise
$11-27 hourly Auto-Apply 28d ago
Summer 2027 Tax Intern
Apercen Partners 4.0
Tax accountant job in Portland, OR
Apercen Partners LLC provides comprehensive tax compliance and consulting solutions for ultra-high net worth families. Our clients are some of the most successful corporate executives, technology entrepreneurs, and general partners of venture, hedge, and private equity funds. Since our inception in 2008, we've become a recognized professional services leader. Our growth has been driven by superior client service and supported by a dynamic and innovative culture. A career at Apercen Partners LLC offers an opportunity to make an impact in a fast-growing organization. We are seeking students to join us for an eight week internship that will give a preview of the day to day responsibilities that come with being a full-time tax associate at Apercen Partners LLC.
Responsibilities
Prepare & review individual, partnership, flow-through entity, fiduciary, gift, and other various tax returns for clients
Prepare tax work papers, extensions, estimates, and tax advice for clients
Research and analyze issues in connection with the preparation, review, and delivery of tax returns and written tax advice. Ability to interface with appropriate tax agencies
Assist in developing solutions to complex tax consulting issues through research, use of advanced technology and deliberation with other team members
Perform all aspects of engagement tasks assigned under oversight of senior staff
Maintain firm privacy and confidentiality standards for all client matters
Qualifications
Currently pursuing a Bachelor's degree in Accounting or Business Administration/Economics with a concentration in Accounting, or a Master's of Science in Accounting or Taxation
Final graduation dates (w/150 semester/225 quarter units +required accounting and ethic units completed to become a licensed CPA) by June 2027
Expecting to complete minimum education requirements to be eligible to become a CPA in your local state before commencing full-time employment
History of academic and extracurricular success
Self- motivated, strong attention to detail, with excellent problem solving, verbal and written communication skills
Ability to prioritize responsibilities, multitask in fast-paced environments, and work successfully in independent and team settings
Apercen is required by law to include a reasonable estimate of the compensation range for this role for those assigned and/or hired to work in for New York City Metro Area, Colorado, Washington State, and California. The pay range for all localities is $36 - $38/hour. Individual pay rates within this range are determined through a wide variety of factors including but not limited to education, experience, knowledge, certifications, skills and geography. In addition, at Apercen we offer a comprehensive benefits package that is designed to meet the changing needs of our diverse workforce and help everyone achieve and maintain their best possible physical, emotional, and financial health. Apercen's benefits package includes selections for medical, vision, and dental coverage, 401(k) plans, life insurance, long and short-term disability, and generous paid time off plans. You'll also be granted time off for designated Apercen Paid Holidays, Personal/Family Care, and other leaves of absence as needed to support your well-being.
Your privacy is very important to us, we do not sell your Personal Information to anyone. Prior to submitting your application, please review our privacy notice available at ************************************
$36-38 hourly Auto-Apply 12d ago
Tax Manager
Bakertilly 4.6
Tax accountant job in Yakima, WA
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Join Baker Tilly as a Tax Manager! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You'll enjoy this role if:
You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm who serves their clients with their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities now, for tomorrow
What you will do:
Be a trusted member of the team providing various tax, accounting and advisory services to small business clients:
Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials.
Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues
Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
Maintain current knowledge of local, state, and federal tax practices and laws
Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Successful candidates will have:
Bachelor's degree in accounting, master's or advanced degree desirable
CPA or JD required
Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm
Two (2)+ years of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
The compensation range for this role is
$110,000 to $160,000. A
ctual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$110k-160k yearly Auto-Apply 41d ago
2027 Audit/Tax Summer Intern
Aldrich 3.8
Tax accountant job in Portland, OR
Internship Description
Are you an undergraduate student interested in exploring a career in public accounting? Our summer interns will have the opportunity to work within our Promoting Opportunities & Outstanding Leaders (POOL) program which provides exposure to tax, audit, and consulting.
Throughout our internship experience, interns will work alongside both our audit and tax teams. Our POOL program aims to develop our newest team members through focused education, varied experience and achievement of specific goals. It is our belief that by providing broad exposure to the variety of services and niches within our firm, our interns and future staff will be better equipped to effectively serve our clients.
Why Aldrich
Aldrich is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect.
Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities.
Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.
Check out more about Aldrich at *****************************
Requirements
You'll Get a Chance To
Develop a broad understanding of complex accounting and auditing concepts
Identify and communicate accounting and auditing matters to senior associates and managers
Prepare audit planning documents, procedures, reports, or tax returns
Review and evaluate internal control systems, policies, and procedures
Examine and organize accounts and tax records
Compute taxes owed according to prescribed rates, laws, and regulations
Assist in conducting tax research, studies, and special projects
What You Bring to the Team
Expected or completed Bachelor's degree in Accounting, Business, Finance, or Economics from an accredited college/university
Superior communication skills
Excellent research and writing skills
Ambitious with a desire to continually improve
What You Should Know
The Summer Internship is an in-person, temporary, non-exempt position, requiring up to 32 hours of work per week for 8 weeks. As a temporary employee, with the exception of 401(k), you will not be eligible for employee benefits.
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the internship is $25.00-$28.00 per hour.
We value strong academic performance as part of our hiring process. Please submit your unofficial transcripts when applying, as they are a key part of our evaluation. We may also ask for updated transcripts later in the process, and if your academic performance doesn't reflect the standards we consider during hiring, we may adjust our decision.
To Apply
Please submit your resume, a brief cover letter, and a copy of your updated collegiate transcript(s) (unofficial transcripts are acceptable). If these are not submitted, your application may not be considered. Be sure to upload all documents in PDF format.
The internship position is available in person in our Lake Oswego or Salem offices. Your preferred location will be discussed during the interview process. We will take your location preference into consideration.
We're grateful for your interest. As our spring recruiting season runs for several months, application reviews may take additional time. We'll reach out once we've completed our evaluation.
#LI-DNI
Salary Description $25.00-$28.00
$25-28 hourly 60d+ ago
Tax Intern - Summer 2027
Sensiba LLP
Tax accountant job in Bend, OR
At Sensiba, we're more than just a Top 75 Accounting Firm - we're a purpose-driven organization committed to making a meaningful impact for our clients, our people, and our communities. Recognized as a Top Workplace USA, we're proud of our culture of exceptional employee engagement, collaboration, and continuous growth.
We help clients solve problems, navigate complexity, and build a foundation for sustainable success. Whether supporting fast-growing startups or established enterprises, we bring deep expertise and a people-first approach to every engagement.
In 2018, Sensiba became a certified B Corporation (B Corp™) - a designation that reflects our commitment to using business as a force for good. This certification holds us accountable to high standards of social and environmental performance, transparency, and ethical governance. It's not just a badge - it's a reflection of how we operate, make decisions, and support our stakeholders.
Summary:
Tax Interns are responsible for contributing to the efficient execution of tax engagements, while learning from and collaborating with experienced professionals across Sensiba's diverse tax practice. This role offers rotational exposure to various specialty areas, including individual and business tax compliance, real estate, manufacturing and distribution, venture capital, and high-net-worth client services. Interns will assist in preparing tax returns, researching tax issues, and documenting client data, while beginning to build professional relationships across the firm.
Job Responsibilities:
Assist in preparing federal, state, and local tax returns for individuals, partnerships, and corporations
Support the organization and maintenance of tax documents and client information
Develop deep understanding of our tax software and other relevant tools
Support the tax team in compliance and planning projects
Conduct tax research and analysis under the guidance of our experienced staff
Handle administrative tasks as needed, such as data entry and document preparation
Qualifications:
Enrollment in a bachelors or masters degree program in accounting or business/economics with an emphasis/concentration in accounting
Expected completion of bachelors or masters degree in accounting between December 2027 and June 2028
Preferred accounting GPA of 3.0 or above
Proficiency with Microsoft Suite (Outlook, Excel, Word)
Strong written and oral communication skills
Strong time management and organizational skills
Positive attitude and growth mindset
Compensation:
This role offers a competitive hourly rate. The anticipated ranges for this position are outlined below and are subject to change:
$24/hour - $30/hour
When determining compensation, we consider a variety of factors such as a candidate's professional experience, skills, and qualifications. Please note that final offer amounts may vary from the ranges listed above and may be adjusted over time.
Benefits:
Sensiba has a robust offering of benefits for full-time professionals, including:
Comprehensive Health Coverage - Medical, dental, and vision.
Retirement & Financial Planning Support - 401(k) with match, financial wellness programs.
Generous Paid Time Off - Vacation, sick time, holidays, and volunteer days.
Flexible Work Arrangements - Hybrid or remote options, flexible hours.
Performance-Based Bonus - Recognition for your contributions through discretionary bonuses.
Professional Development Opportunities - Tuition reimbursement, certifications, mentorship.
Career Growth & Internal Mobility - Clear paths for advancement and role transitions.
Inclusive & Supportive Culture - DEI initiatives, employee resource groups, wellness programs.
At Sensiba, we believe that diversity drives innovation. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Sensiba complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Sensiba expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Sensiba employees to perform their job duties may result in discipline up to and including discharge.
$24 hourly Auto-Apply 20d ago
Tax Preparer
Jth Tax LLC
Tax accountant job in Yakima, WA
Job Title: Tax Preparer
Department/Business Unit: Managed Operations
Reports to: Office Supervisor
Status: Seasonal
FLSA Status: Non-Exempt
Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance.
Responsibilities/Duties
Tax Preparation:
Prepare individual and small business tax returns accurately and efficiently.
Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns.
Ensure compliance with federal, state, and local tax regulations.
Customer Service:
Provide outstanding customer service by addressing client concerns and questions in a timely manner.
Conduct client interviews to gather information about their tax situation.
Explain tax return outcomes and provide tax planning advice.
Compliance and Accuracy:
Stay updated on current tax laws and regulations through ongoing education and training.
Ensure all returns are prepared in compliance with relevant laws and regulations.
Verify the accuracy of data entered into tax software.
Documentation and Recordkeeping:
Maintain organized and accurate records of all client interactions and tax returns.
Ensure all required documents are filed correctly and securely.
Keep up to date with client files and follow up on missing information.
Training and Development:
Participate in training sessions and continuing education to maintain professional credentials.
Stay informed about changes in tax laws and software updates.
Collaboration:
Work closely with other tax professionals and office staff to ensure a seamless workflow.
Assist in mentoring and training junior staff members as needed.
Assist in marketing execution
Qualifications
Strong knowledge of federal, state, and local tax laws and regulations.
Proficiency in tax preparation software and Microsoft Office Suite.
Excellent attention to detail and organizational skills.
Strong analytical and problem-solving abilities.
Superior communication skills, both verbal and written.
Ability to work independently and manage multiple priorities.
Must have PTIN or eligible to receive.
Education and Experience
Associate's degree in accounting, finance, or a related field; or equivalent experience.
Minimum of 1-3 years of experience in tax preparation.
Physical Requirements
Position requires working at a desk for periods of time. Some overtime and weekend work may be required, especially during tax season.
Work Environment
The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions.
Employee Acknowledgement
This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to request that additional or different tasks be performed.
Liberty Tax Service is an equal opportunity employer.
How much does a tax accountant earn in Yakima, WA?
The average tax accountant in Yakima, WA earns between $47,000 and $86,000 annually. This compares to the national average tax accountant range of $45,000 to $83,000.