Senior Tax Professional
2 weeks ago
We are seeking an experienced tax professional to lead tax preparation engagements and conduct complex tax research for high-net-worth individuals, trusts, and small businesses.
Key Responsibilities:
- Prepare federal and state income tax returns for small businesses, trusts, and high-net-worth individuals.
- Review client accounting records and enter adjusting journal entries into accounting software.
- Occasional estate and gift tax return preparation.
- Compile and organize client workpapers in a streamlined manner for tax return review.
- Research tax issues utilizing accounting research services and tax-specific AI-Assisted research tools.
- Troubleshoot federal and state e-file diagnostics.
Requirements:
- Minimum 3 years' experience preparing individual and business income tax returns.
- Experience with Quickbooks Desktop and Quickbooks Online.
- Proficiency with Excel.
- Experience reviewing, 'cleaning-up', and making appropriate adjustments to client bookkeeping records.
- Strong analytical and problem-solving abilities.
- Experience with Thomson Reuters UltraTax Software is a plus.
- Fiduciary income tax and gift/estate tax return experience is a plus.
- EA or CPA preferred. Willing to help the right candidate earn an EA or CPA credential.
Company Overview:
We are a small CPA firm with 2 partners and a growing client load. Our office is located in Alpine, WY, and we serve Jackson Hole clients without the commute. We maintain a casual work environment and are receptive to promoting the right employee to partner.
Benefits:
Competitive pay, bonuses, 401(k), paid training/CPE, health insurance, AFLAC, ownership opportunities, paid time off/paid sick time.
We are not offering this as a fully remote position as we need our candidate in-office at least some of the time. However, occasional remote work (i.e. snow days/sick days) is allowed.
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