Strategic Tax Solutions Expert

2 days ago

Chardon, Ohio, United States Softcom Systems Inc Full time
Job Summary

We are seeking a highly skilled Strategic Tax Solutions Expert to join our team at Softcom Systems Inc. As a Senior Tax Accountant, you will play a pivotal role in managing and overseeing tax planning, preparation, and compliance processes for a diverse portfolio of clients.

About the Role

The ideal candidate will have deep expertise in federal, state, and local tax regulations, with a focus on managing trust and estate tax matters, advising clients on tax-efficient strategies, and providing leadership in client advocacy and IRS representation.

Key Responsibilities

- Tax Preparation & Compliance:
Lead the preparation and review of federal, state, and local tax returns for individuals, trusts, estates, and businesses. Ensure timely and accurate filing, and manage the firm's tax calendar and deadlines.

- Tax Planning & Strategy:
Develop and implement comprehensive tax strategies to minimize client tax liabilities while ensuring compliance with tax laws. Advise clients on a broad range of tax matters including income, estate, and gift taxes.

- Trust & Estate Tax Services:
Provide specialized tax services for trusts and estates, including preparation of Form 1041, trust accounting, and advising on tax-efficient wealth transfer strategies. Work closely with legal advisors to align tax planning with estate plans.

- IRS Representation & Taxpayer Advocacy:
Represent clients in tax audits, negotiations, and disputes with the IRS or state tax authorities. Manage tax controversies and resolve compliance issues, acting as a strong advocate for clients in administrative hearings and appeals.

- Bank Loan Consulting & Financing:
Provide tax-related guidance and support to clients seeking bank financing, assisting with loan applications, financial documentation, and tax implications of bank loans.

- Retirement & Death Benefit Planning:
Advise clients on the tax aspects of retirement planning, including IRAs, pensions, and other retirement vehicles. Offer tax planning strategies for death benefits, ensuring maximum tax efficiency for beneficiaries.

- Full-Service Bookkeeping & Financial Reporting:
Supervise and provide oversight for bookkeeping services, including maintaining general ledgers, preparing financial statements, and conducting account reconciliations. Collaborate with internal teams to ensure accurate financial reporting and compliance.

- FAFSA & Education Financing:
Assist clients with education financing and FAFSA applications, providing insights on tax implications and strategies to maximize financial aid.

- Client Relationship Management:
Serve as the primary contact for a portfolio of clients, ensuring proactive communication and delivery of superior service. Identify opportunities to provide additional services and grow client relationships.

Requirements

We are seeking a highly skilled professional with a Bachelor's degree in Accounting, Finance, or a related field, and 5+ years of tax accounting experience, with a focus on trust and estate taxation, individual, and business tax preparation.

Preferred qualifications include a CPA or EA designation, proven experience in IRS representation, tax controversy, and taxpayer advocacy, and strong understanding of retirement, death benefit, and estate tax planning.

Excellent communication and interpersonal skills, with the ability to explain complex tax concepts to clients in a clear and concise manner, are essential for this role.

Salary

The estimated salary for this position is $80,000 - $110,000 per year, depending on experience.

Softcom Systems Inc offers a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.

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