Jobs at Navigator Recruiting

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Tax Senior (100% Remote)

Fort Collins, CO · Accounting/Finance
Tax Senior (100% Remote) 
Family-Oriented CPA Firm based in Ft. Collins, CO
Salary: $70,000 - $100,000 + Benefits 

2-6 Years’ Public Accounting Partnership & S Corp Tax Return Prep. Exp.
Lacerte and/or QuickBooks Exp. Helpful 

Good Benefits & Small Office Environment 

Company Information
Navigator Recruiting client is a locally owned 12 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 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. 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 60 hours/week in the busy season. Benefits include a Simple IRA with up to a 3% match, 15 days PTO in Year 1, 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
  • 2-6 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.
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