Tax Senior (100% Remote)
Public Accounting - Fitness Industry Clients, UltraTax
$70 - 90K + Full Benefits
Do you have a passion for the fitness community, thrive when you’re helping businesses grow, and excel at providing insight to business owners making critical decisions? Our public accounting client provides outsourced CFO, accounting, payroll, and tax services to the fitness industry, nationwide. You will be responsible for working directly with clients and existing team and complete tax returns, tax planning, tax projections, deliver tax strategy and resolve tax compliance issues. This entirely remote position is a full-time, telecommuting role. As such, the ability to communicate clearly via video, email and telephone is critical.
This position is not for everyone. This firm is an entirely virtual public accounting firm experiencing sizable growth of which you can be an instrumental part. The firm works odd hours and on tight deadlines, respond quickly to client requests, are agile in our approach, and navigate through difficult client situations. The fitness industry is full of successes, but also failures as 80% of businesses fail within the first 5 years. This makes this client uniquely positioned to help reduce that fail rate while helping other locations excel in their profitability.
This firm leverages cloud-based platforms and test new technologies to optimize their workflow which means the software you learned last month may be replaced with something that may or may not work as well as the firm searches for the best solution to provide value effectively and efficiently to our clients.
This is a quickly growing firm which expects the right candidate to develop and grow into a tax supervisor role.
Job Responsibilities
Prepare 60 business and 60 individual tax returns per year for review by the tax manager.
Ensure the highest quality of work is being prepared for review.
Responsible to complete various types of tax work: income, franchise, personal property, sales, payroll, etc. There is staff to complete payroll and sales tax filings, but you will be a resource for questions and issues as they arise.
Communicate directly with clients and problem-solving to move the income tax filing process along.
Be a resource to staff by answering tax questions and helping to solve tax issues related to our normal monthly client accounting services.
Prepare tax projections and estimates.
Prepare outlines and assist the tax supervisor with client tax strategy meetings.
Review and prepare tax adjusting journal entries.
Resolve tax notices and compliance issues.
Assist the tax manager with IRS controversy.
Assist in timely and courteously answering client questions via email and video; meeting virtually with clients on tax matters.
Interact with customers and resolve customer complaints, relay relevant comments from customers to the tax manager.
Represent the company in a courteous, efficient, and friendly manner in all customer and employee interactions to ensure customer satisfaction.
Handle multiple special accounting related projects simultaneously.
Work with tax manager to ensure a smooth and efficient client tax filing experience.
Encourage and promote a company culture that is consistent with core values and mission statement.
Requirements
BS degree in Accounting preferred.
CPA/EA or CPA candidate required.
4-6+ Years of public accounting tax experience.
Success in virtual environment.
A dedicated, secure, and quiet room to work from home with no interruptions to conduct video calls.
Have a strong, consistent internet connection.
Ability to manage stress and demands of tax season while meeting deadlines of various client and firm demands.
Self-assured, capable, comfortable, and adept in both written and video client communication to clearly and effectively to explain financial and tax-related technical issues to fitness owners.
Ability to compile and translate often complicated tax information into terms clients can understand so they can make better business decisions for themselves and their stakeholders.
Personable and able to navigate clients and team members nuances
Exceptional interpersonal skills and client interaction.
Excellent verbal, written and video communication skills.
Proactively communicate with each client, staff, tax manager and the firm founder.
Ability to multitask to manage multiple clients simultaneously.
Self-starter - able to identify work that needs to be done and do it without being instructed to do so.
Ability to work independently, be self-directed, and motivated.
Desire to learn, seek new challenges and take on additional responsibilities.
High degree of confidentiality.
Proficiency with technology (any experience with UltraTax, Xero or QuickBooks is helpful).