Trust & Estates Associate

This Jobot Job is hosted by: Andrew Kraig
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $120,000 - $155,000 per year

A bit about us:

We are passionate about helping small business and entrepreneurs with their accounting needs and find tax strategies to save on their taxes. Our mission is to help small business and individuals pay the least amount of taxes via tax planning while being compliant with IRS tax laws. Our firm works solely with small business owners and high net worth individuals to properly plan for their taxes, throughout the year, and get the chance to showcase real tax savings when we file their return.

Why join us?

• 100% paid for Medical and Dental insurance
• Competitive salary and overall compensation package
• 401 (k) with generous company match
• Life Insurance coverage
• Generous PTO, vacation, sick and holidays
• Work Remote permanently

*Work Remote*

Responsibilities:

• Be able to Prepare and Review business and personal tax returns for small business clients from initial meeting through delivery and filing of returns (Basic data entry of the tax return will already be done for you by our offshore team)
• Communicate with clients about required missing tax documents to finalize Tax Returns
• You'll be submitting the prepared/reviewed tax returns to the Tax Manager for their final review.
• Clear comments assigned by Tax Manager
• Meet with the client before the final sign off of the tax return to go over the numbers with them and answer any questions they may have.
• Ensure that the tax planning strategies identified by the Tax Manager has been applied to the tax returns
• You want to get promoted to a Tax Manager Role in a year or two.
• You have a solid understanding of how the tax code works
• You'd have an opportunity to learn tax planning strategies for our clients and learn how you can help a client save tens of thousands in taxes even if they are currently working with a CPA Firm.

You should have most of the following:

• Must currently have a job in public accounting
• Must have extensive experience in preparing Business (1120S & 1065) and Personal (1040) tax returns in a public accounting firm currently
• Experience in supervising a staff
• Attention to detail, strong organizational skills
• A CPA license, an enrolled agent is highly preferred.
• Prior Remote Working Experience preferred
• An insatiable hunger to find way for our clients to save money on taxes
• Folks that do not have a job currently in public accounting or have side self employed gigs will not be considered.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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