Senior Tax Professional

2 weeks ago


Alpine, United States W&A LLC Full time
Job Opportunity

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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