Remote Tax Staff (KB906516)

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Requirements:

• Minimum 3 years in public accounting.
• 3+ years of current tax experience (with a family office or similar setup preferred).
• Completion of a satisfactory background check.
• Proficiency in Microsoft Office, particularly Excel.
• Proficiency with UltraTax.
• CPA is not required but is a plus.

Responsibilities:

• Review accounting records and prepare adjusting entries.
• Assemble complete workpaper files.
• Prepare federal and state tax returns (1065, 1040, 1041).
• Prepare tax projections and estimate calculations.
• Handle fixed asset accounting, personal property tax, and business license reports.
• Perform tax research to resolve issues during preparation.
• Maintain active communication with co-workers.
• Follow prescribed procedures, rules, and laws while seeking to enhance processes.