We are seeking an experienced and dynamic Tax Associate to join our team at Accounting & Business Partners, a leading CPA firm dedicated to providing exceptional financial and tax services to our clients.
The ideal candidate will have a strong background in corporate and personal tax compliance, tax planning, and will be adept at managing client relationships. The Tax Manager will work directly with clients, manage tax reporting, and engage with the IRS on audits, appeals, and other inquiries.
Key Responsibilities:
Tax Compliance & Planning:
- Manage and oversee the preparation and filing of federal, state, and local tax returns for both corporate and individual clients. Forms 1040, 1040NR, Schedule C, Schedule K-1 1065, 1120, 1120S, 1116, 2225, 5741, 8938.
- Provide strategic tax planning services to minimize tax liabilities and identify opportunities for tax savings.
- Conduct thorough tax research and stay updated on new tax regulations, trends, and potential impacts on client obligations.
Client Management & Advisory:
- Develop and maintain strong client relationships by serving as a trusted advisor on tax matters.
- Meet with clients to discuss their financial and tax needs, offering insights and strategies to maximize compliance and minimize liabilities.
- Review and provide guidance on complex tax issues, supporting clients with multi-state filings, tax credits, deductions, and exemptions.
IRS Interaction & Representation:
- Represent clients before the IRS and state tax authorities during audits, appeals, and other regulatory inquiries.
- Collaborate with legal representatives and other professionals to manage and resolve client tax controversies efficiently.
- Respond to IRS notices, prepare documentation for tax positions, and negotiate on behalf of clients when required.
Process Improvement & Compliance:
- Identify opportunities to streamline tax processes, increase efficiency, and enhance service quality.
- Maintain thorough and accurate records of all tax transactions, ensuring compliance with company policies and regulatory standards.
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- Partner with the technology team to integrate software solutions that optimize tax preparation and reporting.
Qualifications & Requirements:
- High School Diploma or equivalent required; Bachelor’s degree in Accounting, Finance, or a related field; CPA certification or Enrolled Agent preferred.
- Minimum of 3-5 years of experience in tax within a CPA firm or similar environment.
- Strong knowledge of federal, state, and local tax codes for both corporate and personal tax.
- Proven experience working with the IRS, particularly in audits and appeals.
- Excellent analytical skills and attention to detail, with the ability to identify tax-saving opportunities.
- Strong leadership and communication skills, with a focus on client satisfaction and team development.
- Familiarity with tax software (e.g., ProSeries, Lacerte, or UltraTax).
- Experience in multi-state tax compliance and high-net-worth individual tax planning.
Compensation & Benefits:
- $70,000 - $75,000 Base Salary
- Health, dental, and vision insurance allowance.
- Opportunities for professional development and continuing education.
- Remote & Flexible work hours and a supportive, team-oriented culture.