Remote Tax Senior - Advisory Services - Cpa Or Ea (Li)

Our client, a tech-forward accounting practice focused on delivering accounting, tax, and planning services for business owners & high net worth individuals is looking for a REMOTE Tax Accountant/Advisor to join their team.

Ideal Candidate:

• You're an independent thinker, tech savvy, and a problem solver
• Great communicator, comfortable on Zoom calls, and have the ability to deliver a 'wow' experience to clients
• Passionate about accounting & tax, with a desire to continue learning and perfecting your craft.
• Someone that enjoys training and team building - we are always trying to up our game as a team

Job Description

• Tax Preparation and Review You'll manage a book of business including complex individual clients (high net worth, multi-state, rentals, equity, etc.) and business clients (Schedule C, S-Corporation, C-Corporation, LLCs)
• Tax Strategy & Planning Must be able to evaluate a client's situation and propose strategies to minimize current and future tax liabilities
• Client Onboarding Working with new clients to clean up books and records, file back tax returns, and get current on accounting and tax responsibilities. Includes establishing and documenting custom procedures for EAch client to meet client needs and firm standards.

Qualifications

• Strong written and verbal communication skills
• Highly motivated, driven and proactive attitude
• Bachelor's or Master's degree in accounting. CPA/EA required
• 7+ years of experience preparing individual & business tax returns
• 5+ years of experience handling accounting for business clients
• Experience with Lacerte preferred
• Experience with NY/NYC clients preferred

Additional Information

• Strong incentive compensation
• Remote work
• Great tech (Slack, GSuite, Karbon, Lacerte, QBO, etc.)
• Generous and flexible PTO

If you feel you have the necessary qualifications to perform this job, please forward a current copy of your resume and state your salary requirements.