Tax Professional Jobs Near Me

Sales & Use Tax Lead Analyst- Hybrid or fully remote Compensation: Up to $135k plus 10-15k yearly bonus Location: Hybrid (Remote & In-Office Flexibility) 2-3 days a week in office. Option to work fully remote depending on experience. Will manage data reviews and discovery efforts for local government clients, focusing on maximizing revenue recovery from California Department of Tax and Fee Administration (CDTFA) sales and use tax data. This role involves analyzing large data sets to identify errors and opportunities, providing technical support, and overseeing the work of 3-4 Sales & Use Tax Specialists. The Lead Analyst collaborates with software teams to improve auditing tools, builds relationships with CDTFA staff, and contributes directly to revenue generation. This position reports to the Associate Director of Tax Recovery Services. Key Responsibilities: Manage a team of 3-4 Sales & Use Tax Specialists, including task prioritization and quality control of work. Ensure thorough and timely reviews of CDTFA local sales and use tax data, set performance goals, and conduct regular evaluations. Develop and enhance auditing methodologies, collaborating with the Software Development Team to create new tools and processes. Build and maintain productive relationships with CDTFA staff to ensure efficient processing of recovery claims. Analyze large datasets to identify potential errors and recovery opportunities, focusing on key areas such as large state-wide errors, construction job sites, and use tax direct payment permits. Serve as a role model by demonstrating initiative, work ethic, and commitment to the organization's core values. Participate in recruitment and onboarding of new team members when necessary. Preferred Skills: At least 3 years of related experience in tax recovery and/or detailed analytics. Strong research and analytical abilities to identify trends, anomalies, and opportunities within large data sets. Excellent communication and interpersonal skills, capable of effectively engaging with high-level management and accounting personnel. Proven leadership experience with the ability to manage teams and prioritize tasks efficiently. Proficiency in using various software programs, including Microsoft Office; SQL experience is a plus. Open to feedback with a humble and approachable attitude. Actively committed to continuous learning and professional development. Positive and assertive demeanor, dedicated to achieving team goals.

Senior Tax Analyst (8-Month Contract) Are you a seasoned tax professional looking for an exciting contract opportunity? Join our team as a Senior Tax Analyst in Irvine, CA, for an 8-month contract where your expertise will directly contribute to a high-performing tax department in a dynamic environment. Why You'll Love This Role Impactful Work: Be part of a small, collaborative team where your skills will make a difference in federal and state corporate tax return preparation and compliance. Hybrid Flexibility: Enjoy a balanced schedule with 3 days in-office and the flexibility to work remotely for the remainder of the week. Professional Growth: Work with cutting-edge tools like Corptax software and SAP while refining your skills in income tax provisions and the investment management industry. What You'll Do Prepare federal and state corporate tax returns with accuracy and attention to detail. Analyze and solve complex tax issues with thoughtful problem-solving. Collaborate effectively within a small team, sharing knowledge and learning new tasks quickly. Use your strong organizational and multi-tasking skills to handle multiple priorities. Leverage advanced tools, including Corptax (Compliance, Provision, and Office modules), SAP, and Microsoft Excel, to enhance efficiency and results. What You'll Bring At least 7 years of experience in accounting, finance, or a related function. A Bachelor's degree in Accounting, Business Administration, Finance, or a related field. Expertise in federal and state corporate tax return preparation, with a basic understanding of income tax provisions. Strong written and verbal communication skills. A detail-oriented mindset and the ability to self-review work for exceptional accuracy. Preferred: CPA certification, Master of Tax, or knowledge of mutual funds and the investment management industry. Required Skills Experience with Corptax software (Compliance, Provision, and Office modules). Advanced proficiency in Microsoft Excel and Word. Familiarity with SAP and Analysis for Office. Join Us This is your opportunity to make an impact in a highly skilled team while enjoying the flexibility of a hybrid work environment. If you're ready to bring your tax expertise to a company that values quality, collaboration, and innovation, we'd love to hear from you. Apply Now! Don't miss out on this opportunity to advance your career as a Senior Tax Analyst in a supportive and engaging work environment.

Century Distribution Systems has been a leader in combining advanced technology and supply chain, logistics, freight management and 3PL services for over 50 years. We have a global footprint and work with clients worldwide. Imagine joining an industry leader to further develop your accounting career with a Monday-Friday hybrid work schedule, wide-ranging benefits package, and competitive pay! As Senior Financial Reporting Accountant at Century you are responsible for the preparation of monthly closing journal entries, monthly reconciliations of balance sheet accounts, the issuance of monthly gross margin reports and other management reporting. This position will actively participate in the rollout of new internal control procedures, documentation of processes and streamlining processes to strengthen the infrastructure so the business can scale its operations. Monday through Friday, 9:00 am to 5:30 pm. Hybrid work schedule with office located in Innsbrook, Glen Allen, Virginia. Candidate must be able to work at one day in the office and on an as needed basis. This position is hybrid/remote and offers the following benefits: Competitive salaried compensation Medical Dental Vision 401(k) with Matching Life insurance Short-term and long-term disability Paid holidays Vacation and Sick Time Real, achievable advancement opportunities. Industry Leader: Enjoy working with a leader in the industry due to superior service, high-quality products, and competitive pricing. ----------------------------------------------------------------- ESSENTIAL FUNCTIONS AND DUTIES: Responsible for the preparation of the monthly financial closing journal entries to include standard accruals, payroll, depreciation, prepaid amortization, and other miscellaneous entries for North American Century Companies and the generation of the monthly financial statements. Reconciliations of general ledger accounts for North American Century Companies. Responsible for creating and maintaining general ledger accounts for financial record and reporting. Preparation of North America Century Companies monthly gross margin reports. Generate accrual files and review for proper recognition of revenue/expense based on GAAP. Performs monthly accounting systems integrations for consolidation. Preparation of the Quarterly GST/HST tax return for Century Canada. Prepare the Quarterly Ohio CAT return Prepare the annual Property Tax Return and Henrico County Business License filing. Generating monthly financial consolidated statements for high volume mid-tier international company. Assist in the documentation of accounting processes through Internal Control Narratives. Identify and implement process improvements to gain efficiency in the accounting department. Assistance with preparation of financial footnotes and support for audit requests. Ad hoc financial reports and analysis PM22 Requirements: EDUCATION/EXPERIENCE/SKILLS REQUIRED: B.S. in Accounting or related field 1-3 years of experience in accounting and/or financial reporting Public Accounting experience is preferred, but not required Preferred candidate is in the process of getting CPA exams completed and has a successful track record Solid EXCEL skills and is proficient with advanced commands including PIVOT tables, LOOKUP and IF commands Critical thinking skills and attention to detail is a must Strong technical aptitude Self-starter that takes initiative and follows directions Organized and can manage workflow in a non-structured environment Timely/executes to schedule Experience with Microsoft Dynamics GP not required, but would be a plus Able to communicate clearly Strong sense of judgment to raise issues to Manager Financial Reporting when necessary Demonstrates teamwork skills Ability to work from the office one day per week and on as needed basis with extended hours when required ESSENTIAL PHYSICAL REQUIREMENTS AND WORK ENVIRONMENT Physical Demands: The physical demands 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 frequently required to talk or hear. The employee regularly is required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee is regularly required to sit for long periods of time; on occasion may need to climb or balance; and stoop, or kneel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision; distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment and job sites is usually low, applicable to a business office. C-TPAT Century is committed to the Customs Trade Partnership Against Terrorism (C-TPAT) program. Century will take all the necessary steps to implement and enhance security throughout our global supply chain. All employees are required to immediately report any anomalies to the Century USA and Asia C-TPAT contacts. The above is a description of the current essential functions and duties and responsibilities of your position. This document in no way states or implies that these are the only duties to be performed by the employee occupying this position. At the Company's discretion, these essential functions, duties and responsibilities may be modified in the future to meet the business needs of the Company. This document does not create an employment contract, implied or otherwise, other than an at will employment relationship. PI2cae911b0d94-26***********5

TITLE: Senior Accountant EOE STATEMENT: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. DESCRIPTION: Regional Public Accounting firm offers challenging growth opportunity and a great team environment for a Senior Accountant with both tax and accounting/audit experience in a public accounting environment. Ability to work from any of our 3 locations, with flexible hybrid options available, though fully remote work is not offered. Responsibilities for Senior Accountant: Performs audit, review, or compilation procedures, including auditing client-prepared trial balances, financial statements and workpapers Prepares, reviews and proofs financial statements, audit reports and other documents Solid understanding of preparing accrual basis reports Prepares Federal and State individual and business tax returns including workpapers Tax planning and research Understanding tax regulations for tax planning and research; Updated on accounting pronouncements and current changs Direct client communication and ability to develop strong working relationship with clients POSITION REQUIREMENTS: Qualifications for Senior Accountant: 3 - 9 years of recent public accounting experience as a staff or senior accountant Active CPA preferred; CPA candidate (150 credits to sit for the CPA exam) is required Degree in Accounting or related field with ability to sit for CPA exam Exceptional writing skills Strong accounting, analytical, technical, organizational, and multi-tasking skills Excellent presentation and communication abilities Prior basic supervisory experience preferred Ability to handle multiple engagements and effectively delegate work as needed Travel locally (DC/MD/VA) as needed Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat Experience with tax research databases such as GoFileRoom, tax software such as Thomson Reuters or comparable programs and standard tax work papers Salary based on experience $ 90,000 - $ 130,000 Benefits for Senior Accountant Competitive Salary Health, Dental & Life Insurance Prescription Drug Plan 401(k) Plan Dependent Care Plan Parking Reimbursement SmartBenefits Program 10 Paid Holidays Annually 16 days of Paid Time Off - PTO (0-5 years of employment) 21 days of Paid Time Off - PTO (over 5 years of employment) Training In-House Training through the AICPA, MACPA, VSCPA, GWSCPA Summer Fridays-Off Program Paid Professional Accounting Memberships and Licenses Discount Pricing on CPA Exam Study Materials Paid Time Off to Take the CPA Exam Bonus Upon Passing the CPA Exam PI29c98bb73c31-26***********0

This is a hybrid role based in the Greater Mclean VA / Tysons Corner area. In this role, you will NOT be preparing taxes! Rather, you will be focused on helping high-net-worth clientele with tax planning and strategies. The exciting aspect of this role is that we're looking for someone not just with the technical skills to get the job done but also the desire and drive to build out our tax planning offering to add more value to our client's long term. Our client does not prepare taxes - rather, they are a top Wealth Management Firm that provides comprehensive financial planning, retirement and tax planning, estate planning, risk management, and investment management services. The company manages approximately $5 billion in assets on behalf of clients. RESPONSIBILITIES Build out the tax planning and strategy offering over the long term to our clientele. Answer client and staff tax-related questions with a heavy focus currently on Roth conversions and Secure Act 2.0 considerations. Review clients' tax returns. Provide recommendations, consult on, and compare proposed strategies. Pro forma tax projections. Interface with client tax preparers. REQUIREMENTS 5+ years of professional experience in the tax industry. Experience working with high-net-worth clients is preferred. An entrepreneurial mindset - the desire and vision to build a tax planning and strategy offering that adds significant value to our clients. Client service-oriented mindset. Experience/familiarity with fiduciary income tax advisory is a plus. Familiarity with ProSystems SFX Tax Software is a plus. Enrolled Agent or CPA required. CFP (Certified Financial Planner) is a plus. PFS (Personal Financial Specialist) is a plus but not required. A Bachelor's Degree in Finance or Accounting with a focus in Taxation. A Master's in Taxation is preferred but not required. Conversant in tax implications surrounding: Investments Insurance Retirement plans Estate planning Comprehensive tax compliance Tax advisory Tax minimization strategies The taxation of complex investment products Charitable giving strategies #J-18808-Ljbffr

Who are We? We are thinkers. We connect dots among unrelated things to see what others don't. We believe that the future is here whether we're ready for it or not. Toffler Associates is a future-focused strategic advisory firm that works with both government and commercial clients. Our Future Proof business consulting approach helps global leaders understand how future shifts impact current decisions, so they can take advantage of opportunities, manage risk, and create future value. We give clients the tools to anticipate the future, identify opportunities for transformation, create innovative alternatives, define vision and develop strategies, and understand future consequences. Who are You? You are a Consulting Account Lead, experienced in strategy and management consulting services, developing and expanding account relationships, and navigating complex stakeholder environments. You are adept at advising (including civil science-based agency) clients, building and growing relationships, and identifying and capturing work. Your impact will include: Leading complex and strategic multimillion-dollar capture efforts related to account growth Building client and industry relationships and leading go to market strategy for account expansion through whitepapers, conferences, and or other thought leadership materials Expanding client relationship base and opportunities for new work with existing client accounts and identifying leads to sell services to new accounts Engaging with key executives, senior leaders, and other designated stakeholders, acting as a trusted client advisor with a deep and strategic understanding of client needs Identifying requirements for the future success of the client organization and crafting those ideas into new project opportunities to engage leadership and drive organizational change Leading full lifecycle proposal development, including technical response, technical challenges and pricing strategy for complex efforts. Understanding complex and strategic consulting engagements with multiple work streams Leading development and execution of account plans to achieve revenue and profitability targets Building and managing high-performing, multi-disciplinary teams to address and deliver high-quality deliverables for a wide variety of client challenges Mentoring and developing team members to enhance their capabilities and career growth Identifying, assessing, and mitigating risks that could impact account performance and client satisfaction Ensuring alignment of account strategy with overall company goals and objectives You'll arrive equipped with: 15+ years of strategic management consulting experience leading high-performing teams 10 years of experience leading civil science-based agency accounts with proven expansion, account management, and understanding of acquisition acumen Demonstrated success in developing and growing relationships and accounts Ability to propose and assess capabilities of alternative solutions to meet program needs Executive-level team management, strategy, and customer success experience, with a practical understanding of business and operational needs Strong understanding of consulting business management, financial metrics, budgeting, and forecasting Bachelor's degree from an accredited institution, master's degree preferred Nice-to-have certifications include PMP Proficiency in CRM software, proposal writing tools, or other relevant tools U.S. citizenship (the nature of our work with the federal government limits our hiring to U.S. citizens) Must reside in and be willing to commute regularly within the Washington, DC metropolitan area, and travel out-of-town (up to 20%); hybrid work environment anticipated, to include on-site and virtual locations We'll equip you with: A boutique feel and collaborative workspace A team that values diversity of experience and thought An environment that is unconditionally inclusive across race, gender, identity, religion, sexual orientation, and the many characteristics that make us all unique A network that understands the importance of existing relationships and the creation of new ones Rewarding and meaningful work, with flexibility and balance Competitive compensation and outstanding benefits Toffler Associates, Inc. is an affirmative action-equal opportunity employer. Toffler Associates, Inc. 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, 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. #J-18808-Ljbffr

BHE GT&S has an exciting career opportunity for a Technical Tax Specialist. This position can be located in multiple locations throughout the BHE GT&S footprint, including Glen Allen, VA, Bridgeport, WV, Lusby, MD or Columbia, SC. RESPONSIBILITIES This role may be responsible for the coordination preparation and/or review of assigned federal state and/or local tax returns tax payments and tax accruals in compliance with applicable laws regulations and established policies and procedures. Prepare information for financial statements and regulatory filings. May coordinate preparation of annual tax budgets and maintain actual to budget variances as assigned. Coordinates responses for internal and external audits of financial statements regulatory filings internal controls and tax returns. Research tax accounting or business issues related to assigned entities or projects formulates and provides recommendations to management. May allocate and plan various work assignments and/or projects providing guidance where necessary. Problem solve and ensure that the department meets its operational deadlines. May provide leadership on projects including analyzing tax issues in connection with acquisitions divestures or new business opportunities, identifying potential tax opportunities, and analyzing the impact of new or proposed tax laws and/or interpretations. May coordinate with management in training of co-workers and dissemination of new or emerging issues or information. Review current processes and recommend and implement changes to procedures and processes. QUALIFICATIONS 7+ years of big four or industry equivalent tax experience. A combination of knowledge developed through formal education and practical experience that demonstrates an advanced understanding of concepts regarding tax laws and tax accounting practices and procedures. Knowledge of tax research methods with ability to interpret tax laws, prepare general tax research memorandums, and formulate recommendations for management. Ability to research complex issues, formulate and develop recommendations to management. Working knowledge of Microsoft Office and experience with ERP software. Excellent written communication and interpersonal skills. Ability to coordinate the completion of multiple work assignments and/or projects, provide guidance where necessary, problem solve, and ensure that the project team meets it operational deadlines. Ability to provide technical assistance and training to others. Attention to detail and demonstrated ability to motivate team members towards completion of work assignments. Ability to provide critical feedback and peer reviews for assigned work tasks. Education Bachelor or Master (Typically two years of related, progressive work experience would be needed for candidates applying for this position who do not possess a master's degree.) Preferred Degree Tax, Accounting, Economics, or Finance Preferred Licenses, Certifications, Qualifications or Standards CPA or CMI Employees must be able to perform the essential functions of the position, with or without an accommodation. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Position descriptions are developed as guides for the employees of BHE GT&S. The management team of BHE GT&S reserves the right to modify job responsibilities and position requirements to meet the corporate business goals and needs. ABOUT THE TEAM At BHE GT&S, we celebrate diversity, equity and inclusion. BHE GT&S is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law. JOB INFO Job Identification 10001524 Job Category Finance Posting Date 2024-09-27 Apply Before 2024-10-29T03:59:00+00:00 Job Schedule Full time Locations 10700 Energy Way, Glen Allen, VA, 23060, US Salary Range $98,200-$115,500 Relocation Assistance Available for this position dependent upon eligibility requirements Business Eastern Gas Transmission and Storage, Inc. PI5e**********-26***********3

Full-time Description Tax Associate, (Las Vegas, NV) - FandlGagnon, LLC ******************* has an immediate opening for an entry level position to focus on sales and use tax, property tax and business license outsourcing, consulting and advocacy in our Las Vegas, NV office. This position also allows for remote work. Job Responsibilities: Associate level position requires applicants to have strong organizational skills, exceptional data management skills; and an entrepreneurial spirit. Applicants will work on multi-state sales and use tax, property tax and other state and local outsourcing engagements, audits and appeals and provide consulting to Fortune 500 and middle market companies. Applicants will have daily interaction and correspondence with tax authorities, clients, and other team members. Qualifications: Requirements include a bachelor's degree in finance, economics, or accounting. Experience in the Microsoft Office Suite (TEAM's Word, and Excel) is required. Ability to work independently, managing and prioritizing multiple tasks are a must. Strong organizational, entrepreneurial, analytical, research, communication and negotiation skills will differentiate the ideal candidate. Some travel required.

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 Would your ideal job have no typical tax busy season? If yes, consider joining Baker Tilly (BT) as an Experienced Associate - Internal Partnership Tax Services! This is an internal position that provides partnership tax services to Baker Tilly, including tax preparation, planning and consulting. You will work side-by-side with firm leadership to build the business and have a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you flexibility in how and where you work along with meaningful relationships with teammates and leadership who truly care about you and your development. You will enjoy this role if: You like collaborating with a team to provide a holistic approach to tax planning and compliance. You can see yourself as a trusted business advisor to find creative solutions to complex accounting and business challenges You like having a steady schedule year-round without the large peaks of busy season. You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow This position is currently working remote. What you will do: Be a trusted member of the engagement team providing various federal tax compliance and consulting services to BT Provide tax compliance and advisory services to partnerships. Participate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries Team with leaders on special projects in various areas of flow through taxation Develop recommendations to consider and share with leadership to discuss and strategize Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs Utilize your entrepreneurial skills to network and build strong relationships internally 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 or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered CPA license preferred One (1)+ year(s) of experience providing federal tax compliance and consulting services in a public accounting firm preferred Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving Strong leadership, project management, organizational and analytical skills, initiative, adaptability Microsoft Suite skills There is currently no immigration sponsorship available for this position The compensation range for this role is $62,730 to $110,760. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-YB1 #LI-Remote

We're hiring for our next Tax Team onboarding class, starting in January 2025! Remote Expat Tax Associate Summary: Remote US Expat Tax Associate who is able to work closely with CPAs to assist from start to finish on their US tax projects. Why Bright!Tax? With clients in every country worldwide, multi award-winning Bright!Tax is the go-to cloud based US income tax preparation firm most sought after by the 9 million Americans who live abroad. We offer a personalized service and build long-lasting relationships with our clients and our people. The Freedom to Move Our ethos? Flexibility and Freedom. Enjoy the freedom to live and work anywhere - in your favorite home office or traveling the world. Set your pace and script your work-life balance. Our team, although scattered across the globe, prioritizes communication, growth, and success seamlessly. Our Culture Despite our wide ranging work locations, we are a cohesive, fun, dynamic, success-driven 100% remote team. You will have the opportunity to be part of a positive and enriching work culture, which to-date has inspired multiple team-driven in-person meet ups, as well as firm-sponsored annual events. In short - we are a team that genuinely loves our work together. Required skills: Excellent written and spoken communication skills Minimum of 2 years of hands-on experience with expat tax preparation Actively pursuing or licensed US CPA or IRS Enrolled Agent BA in accounting Proactive and self-motivated Willingness to work as part of a team Ability to follow production schedules and calendars Experience with international forms such as Form 2555, Form 1116, Form 8833. Experience with Form 5471, Form 8865, Form 8858, Form 3520 & Form 8621 would make you a stand-out candidate. Compensation: The Remote Expat Tax Associate compensation package is a salary + bonus model. The base salary is determined based on both the technical, leadership and client-facing experience level of candidates. What you can expect: Associate 1: $16,000-$33,000 Associate 2: $19,000-$48,000 Regular compensation reviews based on performance. Following the initial probationary period, a performance review will be conducted on a regular basis to assess performance to-date. We look forward to the opportunity to work with you in an atmosphere that is dynamic and mutually rewarding at an exciting, high-growth firm. Our Promise Join on our relentless pursuit of growth, balanced with the joy we create with the freedom to write our own stories. If integrity, kindness, and a zest for experiencing the world resonate with you, we hope for the opportunity to welcome you to the Bright!Tax team.

Vialto Partners is a market leader in global mobility services. Our purpose is to 'Connect the world'. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stakeholders and colleagues. Our teams help companies streamline and effectively manage their global mobility programs in a cost-efficient and compliant manner. Our services focus on providing cross-border compliance and risk assessment for tax, immigration, business travel, rewards and compensation, and remote work. Working at Vialto Partners is about getting the chance to be part of a global and dynamic team. Globally, Vialto Partners has over 6,500 staff in over 50 countries around the world and continues to grow. You will work with clients from a range of industries and different geographical locations. We believe in connecting the world and supporting our colleagues to do the same in their careers by undertaking assignments and opportunities globally that broaden their skills and ultimately benefit our clients. Vialto is unstoppable when we work together in a culture of belonging, where everyone can thrive. We encourage employees to bring their true selves and share their unique talents and expertise to positively impact the communities we serve. To learn more about what we do, tune in to our podcast On the Move to hear expert insights on issues affecting global mobility, and read about the latest news in the industry. You can also follow us on LinkedIn and Instagram. Job Description The Global Mobility Tax Compliance team supports large international companies and their employees with their tax matters. As a team member, you: * Prepare income tax returns, reconciliation calculations and other deliverables * Coordinate the process of the Dutch income tax return filing for your clients * Act as a first point of contact for employees, explaining Dutch taxation rules and processes * Collaborate with employers and the Dutch tax authorities * Ensure alignment with the Dutch and international Vialto Partners networ Qualifications You are an energetic person who is eager to learn. You work very well in a team but can also take on the responsibility for your own workload. You handle yourself well under pressure and strict deadlines and you put the employee and client experience as your top priority. You want to get the best out of yourself and your colleagues, build relationships, grow and make an impact. You have a sparkling and firm personality, and you have excellent communication skills. You also possess the following competencies: * You have a completed HBO studies, such as Fiscal Law, Fiscal Economics, Business Economics or Management Economics and Law * You have basic knowledge of income tax, double taxation agreements and payroll tax * You master the Dutch and English language in word and writing * You have affinity with an international work environment and financial and/or HR related matters * You work well with teams across the global in other cultures Additional Information We have two offices in the Netherlands: * Amsterdam * Rotterdam We are an equal opportunity employer that does not discriminate on the basis of any legally protected status. Please note, AI is used as part of the application process.

Immediate need for experienced Tax Associate to join leading Wealth Management Services company with office in Midtown Atlanta. Amazing opportunity to work with talented Tax CPA professionals. RESPONSIBILITIES: - Complete work papers, tax projections, and tax returns for businesses, trusts, individuals, and private foundations. - Conduct tax research to provide insight to specific client situations. - Prepare deliverables for quarterly client meetings for Tax, Philanthropy, Insurance, and Accounting service areas. - Participate and occasionally lead weekly scheduling meetings. - Present periodically on a tax technical topic from a selection of current topics. - Manage multiple assignments and communicate project statuses with team. - Other family office duties as assigned or needed. REQUIREMENTS: - Education-Bachelors degree in Accounting or other related fields. - Work Experience-1 year public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable. Internship experience will be considered. OUR TALENTED TEAM: We look for leaders with diverse back- grounds and perspectives, who will thrive within our culture of innovation and contribute to our long-term success in providing clients with exceptional service. BENEFITS: Our talented people are our greatest asset, therefore we offer a competitive, comprehensive and flexible benefits program that helps meet the changing needs of our employees and their families. Benefits include comprehensive medical, vision and dental coverage, flexible spending, unlimited PTO, life insurance, education support, 401k plan, parental leave, and more. Hybrid Remote Work Environment OUR CULTURE: Caring - displaying kindness and concern for others Openness - acceptance of or receptiveness to change or new ideas Passion - intense enthusiasm & drive Excellence - the quality of one's work Humility - a modest view of one's own importance Teamwork - the combined action of a group of people, especially when effective and efficient Proactivity - to initiate change rather than reacting to a situation or event Innovation - to introduce something new or different Experience - having become skillful or knowledgeable from extensive participation or observation

Are you looking for place to leverage your internship experience and possibly a year or so of current Tax Accounting Experience? Are you excited about the prospect of a career in public accounting, but have no desire to be a casualty of the 60+ hour work weeks you've heard so much about? If so, then read on and discover a firm that: Averaged 50 hours per week during the last two year's busy season!! Creates a work-from-home weekly rotation for all employees Subscribes to a "Results-Focused" work environment vs. how many hours you've personally billed Averaged a 12.5% bonus the last three years Has flex hours allowing you to cut your commute to half its current time & avoiding daily traffic chaos Our firm aggressively seeks out firms that place a significant value on work-life balance and we have recently partnered with such a firm in the Rowlett/Garland area. Our client has been rated as one of the top consulting firms in their vertical six of the last eight years and is seeking to add a Tax Senior to their Consulting Team. Ideally, our client is seeking a Tax Professional that is ready for a step into a role where they can impact not only their client's businesses but the firm's future. Our client is seeking a diamond that aspires to grow their career with a firm that has grown over 20-25% YOY in the last five years. Our client is seeking: Bachelor's Degree in Accounting; 1+ years of public accounting tax experience with a solid background in both corporate and personal tax Ability to interface with clients that range from independent high-net-worth individuals that are "household names" up to and including CEO, CFO level clients running multi-million-dollar corporations. Solid tax skills working with partnerships, not-for-profits, trust, and estate taxes High level of comfort making key business recommendations If you have been contemplating joining an organization that is looking for an entrepreneurial mindset, a hands-on, boots-on-the-ground leader and willing to show you a path to Manager/Director within a realistic timeframe, then you owe it to yourself to contact us for a CONFIDENTIAL DISCUSSION.

Full-time Description The Tax and Accounting Services department at JTaylor offers many opportunities for professional and personal development. Integration of our firm values into management and leadership is crucial in order to provide quality services to our clients and support to our staff. Essential Functions: To perform the role of an Associate successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prepare federal and state tax filings (partnerships, S-Corp, trusts, individuals, etc.) Post entries to general ledger Tax research and memorandums Perform services relating to financial statement compilation Document and ensure proper keeping of financial records and workpapers Obtain a minimum of 40 credits of CPE each calendar year or meet the Texas State Board requirements Participate in firm and departmental initiatives (e.g., recruiting efforts, client development/service line expansion, etc.) Assist with administrative functions as needed Supervised client interaction and responsibility Regular and timely attendance Requirements Required Competencies: Execution - Careful attention to detail, mindful of deadlines, clarity of thought in work papers Subject Matter Expert - Demonstrates understanding of subject matter, seeks to increase knowledge in subject matter (industry, code and regulations, etc) Technical Skills - Thorough understanding of business and individual tax return concepts (payroll, depreciation, accrual to cash, etc), thorough understanding of financial statement concepts (adjusting journal entries, bank recs, retained earnings, etc) Communication Skills - Communicates clearly with clients and JTaylor personnel Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer Cultivation of Relationships - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships Intuition - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions Initiative - Is a self-starter, actively looks for additional work, can function independently as appropriate Self-Awareness - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment Supervisory Responsibilities: This position has no supervisory responsibilities. Required Qualifications: Bachelor's in Accounting GPA of 3.0 or higher 0 - 2 years of work experience Written plan of completion of CPA if candidate is not already eligible Knowledge of accounting and tax theory Current and valid driver's license Ability to establish priorities and perform work in a timely manner Effective oral and written communication skills Proficient in Microsoft Office products (Word, Excel, Outlook) Preferred Qualifications: CPA or CPA eligible Advanced level tax and accounting courses Work Environment: This job operates in an office setting with the potential for remote work in accordance with the company's telecommuting policy. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. Physical Requirements: The physical demands 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 regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Position Type: This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 9:00 a.m. to 4:00 p.m. Additional hours and weekend hours will be required during peak busy seasons. Travel: Travel may be required on occasion. Same-day travel for work at client's offices, meetings, and seminars which requires use of a personal vehicle. Occasional out-of-town travel with overnight stay for work at clients, meeting, or seminars. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Join Our Team as a Virtual Tax Specialist at KSA Tax Partners, LLC! KSA Tax Partners, LLC. is a woman-owned, fully virtual accounting firm dedicated to empowering women business owners by not only filing their tax returns but helping them truly understand their finances. We're not your typical accounting firm-we don't offer transactional support. Instead, we become an essential part of our clients' teams, equipping them with the financial insights they need to thrive. Why Choose KSA Tax Partners? If you're ready to move away from the exhausting grind of traditional tax season, KSA Tax Partners offers a refreshing alternative. We limit our client base and provide year-round service, ensuring a consistent and stable work environment that allows for a healthy work-life balance. Position Overview: Tax Associate As a Virtual Tax Specialist, you will be an integral part of our growing team, working closely with clients to deliver comprehensive tax preparation and strategy services. This role is perfect for a professional who is passionate about tax accounting, values client relationships, and is eager to make a difference in the success of women-owned businesses. Key Responsibilities: Client Relationship Management: Lead client calls, present tax returns and strategies to clients. Tax Preparation & Compliance: Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations. Financial Record Management: Collect, organize, and input financial data into tax software, ensuring accuracy and completeness. Client Onboarding: Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship. Collaboration: Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation. Who You Are: We are looking for a detail-oriented, calm, and adaptable professional who excels in a virtual work environment. The ideal candidate is a seasoned tax preparer with a strong background in client-focused service and a passion for helping businesses grow. Requirements: Software Proficiency: Strong experience with ProConnect, QuickBooks Online, Microsoft Word, and the Microsoft Suite. Experience: 5+ years of tax preparation, particularly with LLCs and S Corporations. Must have client-facing experience. Education: Bachelor's degree in Accounting, Business Administration or related field required, CPA license preferred Work Schedule & Compensation: Schedule: This role requires availability for 5 days a week during core hours (9-5 EST), with flexibility during slower periods. Compensation: $25-$30 per hour, depending on experience. Location: We are currently accepting applicants from TN, NC, OH, FL, AL, IA, IL, TX Why You'll Love Working Here: At KSA Tax Partners, you'll join a supportive, innovative team that values continuous learning, career progression, and work-life balance. We believe in empowering our employees with the autonomy to excel in their roles while providing the resources and support they need to grow. If you're ready to bring your expertise to a forward-thinking firm and enjoy the benefits of a virtual, year-round role, we encourage you to apply today!

About Us: SSC CPAs + Advisors is adding an Experienced Tax and Advisory Associate position to join our growing employee-owned company. Our philosophy is to provide the best atmosphere in which people can grow, be entrepreneurial and innovative, and work together as a team to help our clients and each other. SSC CPAs + Advisors is the place for exceptional professionals, who create value for our clients, propelling all to their highest level of success. Who we are looking for: We are seeking a curious and experienced professional to serve as part of our most trusted advisory team and who can excel in fostering meaningful client relationships. The Experienced Tax and Advisory Associate will play a crucial role in the research, planning, preparation, and review of individual, partnership, corporate, and trust tax returns. Additionally, they will actively contribute to providing advisory and consulting services related to tax and accounting matters. Key responsibilities include leading and actively participating in various phases of client engagements, researching, planning, preparing, and reviewing tax returns for individuals, partnerships, corporations, and trusts, and providing advisory and consulting services to clients on tax and accounting matters. The role also involves taking on supervisory responsibilities, demonstrating leadership within the team, and contributing to the overall success of our clients and the firm. Requirements Qualifications: Qualifications you should have: Candidates for this position should possess a bachelor's degree in accounting, a CPA license, and at least 3 years of experience in tax and advisory services for diverse clients. Supervisory experience is essential. The ideal candidate will have excellent communication and interpersonal skills. If you are a motivated and experienced professional seeking a leadership role in a dynamic and employee-centric environment, we encourage you to apply. Why choose us: Trust us, it's better in the employee-owned company world. An Employee Stock Ownership Plan (ESOP) is a retirement benefit that allows each of us to have a direct impact not only on our current operations and profitability but on each of our future lives into retirement. Our ESOP plan is in addition to our 401k plan and other robust benefits we offer. We believe our ESOP gives us an edge; it propels us to have an entrepreneurial and team spirit devoted to helping our clients and each other. At other CPA firms, you work hard, and in turn, it makes the equity partners rich, at our Company, we all work hard, and it improves the lives of our team members and we all financially benefit. We believe our core values demonstrate this in “ Be Better, Be Clear, Be Extra, and Be an Owner .” (SSC Advisors, Inc., SSC Wealth LLC and SSC CPAs P.A., collectively known as SSC CPAs + Advisors) Benefits Paid time off (PTO). 7 Paid Holidays annually. Insurance options: health, dental, vision, and life. Provide 100% of the premium of the High Deductible Health Plan for employees. Provide 100% of the Dental Plan for employees. Retirement plan, including a 401k and an ESOP. Professional Development.

Taxhackers.io, a fast-growing startup disrupting the "Digital Nomad Tax" industry, seeks a highly motivated and strategic International Tax Law Expert to join our team. Are you a master of international tax regulations? Do you thrive in a dynamic environment and enjoy crafting solutions for a global clientele? This is your chance to shape tax strategies for a cutting-edge company making waves in the digital nomad space. Responsibilities Daily/Weekly Team Support: Provide support to our team through Slack about international tax compliance and planning for digital nomads (excl. US citizens) Consultation Calls with Clients: Provide crystal clear expert legal guidance on international tax compliance and planning for digital nomads (excl. US citizens) to our clients in consultation calls with them Written Questions/Answers: Respond to complex client inquiries about legal and tax issues in emails / on the community Live Q&A webinars: Deliver value and insights through informative Q&A sessions with our clients. Qualifications A deep well of knowledge in international tax law, with a focus on digital nomad tax residency (renunciation, avoidance, selection). The ability to navigate complex tax regulations and guide clients through processes like deregistration and exit taxes. Excellent communication and client service skills to deliver precise and clear strategic advice. A legal background with a focus on tax is a plus. Comfort and charisma on camera for client webinars and Q&As. Note We value candidates with a proven track record and a professional work ethic. Team players with strong organizational and detail-oriented skills are a must. Fluency in English is essential (bonus points for German). Flexible work schedule: A specific number of hours per week will be agreed upon with the successful candidate. This is not an entry-level position. We are seeking a seasoned professional with a proven track record in international tax law. Click here to apply: ******************************************************************* We can only accommodate applications sent through this link. We encourage all qualified candidates to apply, even if you don't meet all requirements.

**US** Posted: 10/14/2024 2024-10-14 2024-11-13 Employment Type: W2 Hourly (3-6 months) Job Category: Job Number: 2209 Location: Remote (U.S.) **Job Description** **Seasonal Tax Preparer EA/CPA/JD + Customer Support** **Remote U.S. | Part Time | $34 hour + Incentives/Bonuses | 401K + Match** **Opportunity Highlights:** * $34.00/hour (minimum of 10 hours per week) * Flexible schedules - Wide range of shifts, including weekends and evenings * 100% Remote work (U.S.) * Work mid-January through April 16, 2025 averaging 15 - 20 hours a week * Growth potential **You must be an actively credentialed, U.S. based Enrolled Agent (EA), CPA, or practicing attorney with an active PTIN to be eligible for these positions.** **JDA TSG**'s Tax Services Group is hiring Enrolled Agents and CPAs across the U.S. as Seasonal Tax Professionals for the upcoming season. If you have 2+ seasons of professional Tax Prep experience, enjoy helping people, and are looking for remote work, we would love to speak with you about joining our team! **On a Typical Day, you will:** * Provide superior customer support via video, phone, and chat, helping customers work on their returns. On one call, you may be navigating software or network connectivity issues; the next could be researching and answering complex tax questions or assisting with preparing returns. * Create an excellent customer experience using your expertise in tax preparation and technical ability. A script will help guide your responses. * Resolve customer problems in a friendly and timely manner to ensure high customer satisfaction. * Carefully document all customer interactions. **What you bring to the role:** * An active Enrolled Agent (EA), CPA, or active attorney license, and PTIN. * 2+ years of professional experience preparing and filing individual (1040) returns using professional tax preparation software in a professional/retail setting. * Strong technical skills and ability to navigate computer systems and software including Professional tax software, Microsoft 365 (Outlook, Teams, Word, Excel), Slack, Timekeeping solutions, etc. * A dedicated workspace with a **hard-wired Ethernet connection** and personal computer for administrative responsibilities. (No Satellite or Wi-Fi providers.) **What We Provide:** * Seasonal/flexible morning through evening hours over the weekend and on Mondays from the comfort of your home office. * W2 position starting at $34 per hour + benefits including 401K with a match, perks and other incentives. * Work from mid-January through April 16, 2025, averaging 15 - 20 hours a week (Yes! Even during the height of the season!) Additional/Overtime hours may be available. * Comprehensive training and support from our management team, who are committed to helping you excel in this role. * Equipment including laptop for the duration of employment. (You must also have access to a personal computer for your use.) * The opportunity for employment growth within JDA TSG. *If you are available to work from early January through the end of the standard tax season (mid-April) let's talk!* **APPLY NOW!** **About JDA TSG:** Since 2011, our mission has remained the same: to partner with clients helping to solve the toughest problems facing their businesses. We have been successful by applying a dynamic and forward-facing approach to business process improvement, outsourced managed services, leveraging technologies and talent solutions. **JDA TSG** is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We are interested in every qualified candidate who is eligible to work in the United States. **Apply Now:** **Share This Job:** to save this search and get notified of similar positions.

You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success. Roles and Responsibilities Technical Expertise and Work Quality • Possess an intermediate level of understanding in accounting and tax concepts. • Gain familiarity and develop proficiency with relevant firm technical resources and computer applications; demonstrate effective use of these resources. • Follow established tax procedures, such as document organization, workpaper presentation, and workflow protocol. • Demonstrate a commonsense approach to problem solving, clearly identify issues and/or problems as they arise, and propose solutions to in-charge staff, as appropriate. • Listen carefully to instructions to develop a sound understanding of the assigned tasks, take notes, ask questions, and seek clarification of instructions and assignments. • Possess sufficient skills to navigate within the tax software. • Possess fundamental tax compliance skills and knowledge to complete Level 2 federal and state tax forms for individuals and business engagements. • Organize and reference tax file workpapers. Be able to follow and understand prior year workpapers and returns and prepare current year tax workpapers. • Demonstrate ability to complete specific tasks, reports, and other deliverables within assigned timeframes and budgets. Communicate perceived obstacles for completion to in-charge staff as soon as possible. • Clear any review comments noted by the person-in-charge. • Initiate and respond to suggestions to improve work quality and efficiency. Client Management and Service • Communicate with others in a tactful and business-like manner. • Provide regular and frequent communication with in-charge staff regarding the status of assignments in progress. • Accurately complete tasks within the timeframes established by clients as communicated through in-charge staff. • Demonstrate efforts to gain an understanding of the client (rather than just copying workpapers) through inquiry, observation, and study as well as interaction with in-charge staff and others at YHB. • Be responsive to the need to meet client expectations, deadlines, and be flexible as much as possible in assisting the team to meet these expectations and deadlines. • Display confidence in expressing ideas and proposed solutions. • Initiate communication with Supervisors and circle leaders to determine job responsibilities (ie. equipment responsibilities, dress code, and basic understanding of client) prior to arrival. • Maintain the complete confidentiality of all client and firm information. • A commitment to respond to clients within 24 hours. • Represent YHB to clients in a professional manner, adhering to YHB standards. • Maintain daily time entry for accurate reporting firm wide. Business Development • Learn and demonstrate knowledge in the YHB’s service capabilities. • Recognize the need to expand our practice and that all team members can participate in the process. • Establish a network of client and business contacts and seek ways to increase YHB visibility among peers or by becoming involved in a professional or community organization. • Be aware of potential opportunities with existing clients or non-clients and bring these to the attention of others within the firm. Personal Participation and Professional Development • Follow YHB’s time reporting requirements including timely entry of weekly time for payroll and billing purposes. • Prepare for and complete the CPA exam. • Demonstrate active involvement in self-improvement activities, including the awareness and development of their functional and industry specialization. • Take responsibility for attaining chargeable hour requirements. • Initiate and respond to suggestions to improve work quality. • Actively participate in self-development activities such as reading technical information, interacting with firm leaders, and maintaining minimum standards for firm professional licensing/continuing education requirements. • Solicit overall performance feedback on assigned areas from Supervisors and Managers. • When not assigned to an engagement, actively seek chargeable work from Supervisors and Managers. • During periods of non-billable time, seek out value-added projects such as writing newsletters, marketing activities, or research projects. • Set challenging goals and be receptive to goals set by their circle leaders. • Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB. • Demonstrate an increasing ability to work through challenging tasks, however, still seeking guidance and input from in-charge staff to maintain efficiency. • Honestly assess your own performance upon completion of engagement or assignments. • Gain understanding of department goals and responsibilities. • Understanding the role of Supervisor and working to expand roles and responsibilities to that level. • Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required. Leading and Developing Others • Participate in staff recruiting activities, including campus visits, internship, externship, etc. when it does not interfere with client work. • Use peers as a resource for personal development and information sharing. • Provide feedback during annual upward evaluations. • Understand the importance of cooperation and teamwork. Demonstrate this understanding by maintaining positive working relationships with firm leaders, clients, and other team members, which requires an attitude of helpfulness, a focus on team success, and the consideration of ideas from others. Required Education and Experience • Bachelor’s degree in accounting or a relevant field required or equivalent combination of education and work experience. • Accounting course work and credit hour requirements (150) to achieve the CPA certification preferred. • A dedication to teamwork and leadership • Effective verbal and written communication skills • Ability to handle multiple tasks simultaneously. • Possesses a high level of integrity and ability to respect confidentiality. • Enthusiastic and self-motivated • Demonstrated time and work management skills necessary to manage a complex workload. Benefits & Perks We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy: Competitive Compensation & Rewards: Market-competitive salary with performance-based bonuses. Retirement savings plan with a 401(k) & profit-sharing plan. Comprehensive Health & Wellness: Health, dental, and vision insurance. Wellness programs and employee assistance programs (EAP). Paid parental leave and family support. Professional Development: Learning and development opportunities. Tuition reimbursement. CPA exam support, certification reimbursements, and mentorship programs. Internal promotions and career pathing opportunities. Work-Life Balance: Generous paid time off (PTO) and holidays. Flexible work arrangements (hybrid/remote options available). Engaging Work Culture: Collaborative and inclusive work environment. Employee resource groups and diversity initiatives. Social events, team-building activities, and volunteer opportunities. This description reflects the core activities of the role but is not intended to be all-inclusive and other duties within the group/department may be required in addition to changes in the emphasis of duties as required from time to time.