Tax Professional

Are you a Tax Professional with a minimum of 5 years of experience in partnership taxation? Are you ready to put insane and demanding tax seasons behind you? If you are interested in opportunity for growth and advancement while working with a team of quality individuals, serving incredible clients, and achieving a great work-life balance, then submit your resume today!

We are a growing firm and have a sizable waiting list of clients to be onboarded. Our greatest need at hand is for an experienced Tax Professional with a substantial tax accounting background. This person would serve as a Tax Professional working hand in hand with our Team Leads. There is significant opportunity for growth within the firm. The ideal candidate possess deep partnership tax knowledge and has leadership, communication, strategic planning, and problem-solving skills.

Responsibilities include:

• Tax preparation
• Tax planning - develop and implement strategies
• Tax projections
• Handling communication from clients and tax authorities.
• Verifying tax forms for completeness and accuracy.
• Analyzing tax data submitted by the client to maximize the outcome for the client.
• Meet with clients and address their questions and concerns regarding tax forms and paperwork.
• Basis tracking
• Operating agreement compliance including reporting requirement deadlines, tax items, waterfall, pref calculations and accruals.
• OZ requirements, monitoring, and certifications
• Consolidated reports
• Oversight of your bookkeeping and accounting team to insure complete, accurate, and timely work.
• Maintain your expertise and skills through training as well as develop and implement a training schedule for your team (routine and as needed).
• Conduct weekly 1 on 1s with each team member
• Identify and mentor 1 or 2 team members to become a team lead over the next 3 to 5 years.
• Present financial reports and analysis to the senior client manager and client.
• Strong understanding of KPIs and the ability to teach and interpret their meaning and use.
• Communicate effectively with clients and your team.
• Contribute to a strong client relationship through positive interactions with client personnel.
• Provide input into the department's goal-setting process.
• Communicate with Manager and/or Director on work status and client issues that arise.
• Remain knowledgeable and up to date on all happenings with each client serviced by your team.
• Securing repeat business and expanding the client base.

Requirements:

• CPA, JD, or EA
• 6 years’ experience in partnership taxation
• Ability to work both independently and in a team setting
• Excellent Communication Skills, both Written and Oral
• Ability to work in office, not remotely
• Excellent Time Management and Organizational Skills
• Proficient with accounting software and Microsoft Office Products
• Ability to work calmly and effectively under pressure

Benefits:

• Paid time off
• Paid Holidays
• Flexible Schedule
• 401k with Company Matching Contributions
• Medical Insurance
• Salary/compensation negotiable and commensurate with experience
• One Location
• Professional development experience and growth potential
• Stability and clients who appreciate what we do
• Friendly work environment
• Continual education opportunities
• Opportunities for growth and advancement
• Very little, if any, overtime required.

About Our Firm:

CPA Business Advisors was formed in 2008; a majority of our client base is involved in construction and/or real estate. Our clients are located throughout the US, with a concentration on the East Coast from the Keys up through New Hampshire. We currently have 13 employees. The firm’s focus is on businesses and their owners. We are very hands on and involved with our clients. Our main roles include:

• Serving as the accounting department for our clients without in-house accounting
• Serving as CFO
• Providing in-depth tax planning and advisory services.

While we perform tax work, it is not why businesses hire us. As such, the firm does not have a typical tax season: 80% of the tax returns we prepare are for clients for whom we also serve as their accounting department. Everything needed for tax preparation is in-house and has been planned for with the client throughout the year(s). This is why our tax season requires little to no overtime.

Job Type: Full-time

Pay: $65,000.00 - $125,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Weekly day range:

• Monday to Friday

Application Question(s):

• Are you able to pass a background check?

Experience:

• partnership tax: 5 years (Required)

License/Certification:

• CPA, JD, or EA license (Required)

Work Location: In person