Senior Tax Associate
New
R
R.D. Barnett PLLCTax accounting
Remote within approved U.S. work locations, Dependable availability for Pacific Time collaboration during agreed working hours.Full-TimeSenior
Salary80,000 - 105,000 USD per year
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Job Details
- Experience
- At least three years of recent public accounting tax experience, including at least two busy seasons owning returns from client intake through reviewer submission.
- Required Skills
- Microsoft Excel
Requirements
- Have at least three years of recent public accounting tax experience.
- Have at least two busy seasons owning returns from client intake through reviewer submission.
- Have meaningful experience preparing individual and closely held business returns.
- Read financial statements, reconcile accounts, understand journal entries, and trace activity into tax returns.
- Use Excel formulas, lookups, pivot tables, data cleanup, and organized workpapers.
- Prepare work that is accurate, supported, and ready for review.
- Communicate clearly about status, open items, scope, risks, and deadlines, and exercise sound judgment.
- Be prepared for 55+ hours during the heaviest filing-deadline periods, typically February through April 15 and September through October 15.
- Maintain a secure, professional remote workspace and dependable internet.
- Maintain dependable availability for Pacific Time collaboration during agreed working hours.
- Provide professional references from prior employers, supervisors, or clients.
Responsibilities
- Prepare federal, state, and local individual and closely held entity returns, including Forms 1040, 1065, 1120-S, and 1120.
- Build complete, reviewer-ready workpapers with supporting documentation, reconciliations, calculations, notes, and tie-outs.
- Connect practice, related real estate, and individual filings so related returns are consistent.
- Reconcile balance-sheet accounts, retained earnings, fixed assets, basis, owner activity, payroll, sales or excise tax, and other book-to-tax items.
- Enter and validate tax data, carryforwards, fixed assets, prior-year items, and current-year activity in UltraTax CS or a comparable platform.
- Identify missing information, inconsistencies, unusual issues, capacity concerns, and potential deadline problems early.
- Support extensions, estimates, e-filing, secure delivery, tax notices, and assigned technical projects.
- Research assigned planning questions, document facts and authority, and bring recommendations and unresolved questions to the Tax Manager.
- Use firm-approved technology and AI tools responsibly, verify outputs, and protect client information.
- Contribute to documentation, training, and practical improvements to tax processes.
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