Tax Accountant (100% Remote)
Family-Oriented CPA Firm based in Ft. Collins, CO
Salary: $70,000 - $85,000 + Benefits
2+ Years’ Public Accounting Partnership & S Corp Tax Return Prep. Exp.
Lacerte and/or QuickBooks Exp. Helpful
Good Benefits & Small Office Environment
Navigator Recruiting client is a locally owned 3-employee CPA firm in Fort Collins, CO, and is a tight-knit family-oriented friendly easy-going team with no turnover and excellent tenure among employees. The firm completes tax returns using Lacerte for many S Corporations and Partnerships and Individuals. This role is primarily a tax return preparation role (preparing more complicated S Corp. and Partnership returns - and the Individual returns that come with those businesses), however, the firm can incorporate up to about 50-60% tax return review work if that's what the chosen individual prefers. The firm also provides payroll processing and bookkeeping work for clients in QuickBooks. Most clients are in a variety of industries, such as manufacturing, medical, construction and other services industries, and are small businesses with less than $5M in annual revenues. Communicating with clients and providing excellent customer service is key. Hours for this role will typically be 40 hours/week in the non-busy season and up to 55 hours/week in the busy season. Benefits include PTO, sick time, standard holidays, and the company will reimburse the employee for a healthcare plan of their choosing.
Prepare and review tax returns including federal and multi-state returns for S Corporations, partnerships, high net worth individuals, some C Corporations and possibly some trusts & estates, and foundations
Identify and communicate tax planning ideas for clients, including tax research, computations and related documentation
Plan and execute the day-to-day activities of tax engagements for various clients
Research and consult on various tax matters; utilize tax-related software to prepare and process returns and research tax matters.
Respond to inquiries from the IRS, state, and other tax authorities.
Gain comprehensive understanding of client operations, processes, and business objectives and utilize that knowledge on engagements.
Develop good working relationships with clients to optimize satisfaction and work with client management and staff at all levels to perform tax services.
Review tax return preparation and supervise tax staff, providing review notes for discussion and coaching
Identify performance improvement opportunities in preparation and review of client assignments
Other job duties as assigned
BS in Accounting
EA (Enrolled Agent), CPA or CPA candidate is helpful but not required
2+ years’ public accounting experience with proficiency in tax compliance
Excellent analytical, organizational, and project management skills and strong attention to detail.
Strong computer skills including proficiency in Microsoft Office Suite. Experience with Lacerte and QuickBooks are helpful but not required.
Strong writing skills.