• Tax Preparation: Preparation of simple to complex business income tax and individual income tax returns. Ensure compliance with federal, state, and local income tax laws and regulations in all 50 states. Maintain high standards of data accuracy and compliance, contributing to smooth tax operations. Clear review comments and apply changes to your work product moving forward.
• Tax Onboarding: Lead an efficient, engaging client onboarding process that sets new tax clients up for success. Assist managers with the development of metrics to assess and enhance the onboarding experience.
  
  

• Familiarity with Wolters Kluwer CCH tax software
• Minimum of 3-5 years of tax compliance experience, with exposure to tax strategy.
• Strong Business knowledge outside of taxation.
• Ability to decipher and understand financial statements while communicating the impacts of current financial position to managers.
• Exceptional organizational and time management skills with an eye for detail and accuracy.
• Strong analytical and data interpretation skills, with the ability to identify and act on trends.
• Excellent written and verbal communication skills, able to clearly convey complex information to diverse audiences.
• Adaptability in a dynamic, fast-paced environment, with strong problem-solving abilities and flexibility to manage shifting priorities.
• Proficiency in Tax technologies and tools; i.e. Outlook, Excel, and QuickBooks.
• Demonstrated a proactive approach with a drive for continuous learning and process enhancement.
• Knowledge of tax laws across a variety of states, including California, Arizona, Nevada, Washington, and Oregon.
  
  

• Bachelor’s degree in accounting.
• Passion for real estate investing.
• Passion for learning
• CPA License or EA License
  
  

Please refer to job description.