Accounting Expert

3 weeks ago


Reno, Nevada, United States Family Office Full time
Overview
As a Senior Accountant, you will play a crucial role in our Family Office group, providing administrative, accounting, consulting, estate and investment planning, and tax services for our clientele. Our client's goals are good stewardship and prudent growth of assets over the long term.

We offer a competitive compensation package to include medical, dental, vision, life insurance, AD&D, a retirement plan, paid time off and holiday pay.

Job Summary
We are seeking a highly skilled and experienced Senior Accountant to join our team. The successful candidate will be responsible for preparing and analyzing financial and tax returns for our company and clients. Key responsibilities include:
  • Preparing and examining accounting documents, record entries, and preparing financial statements for client ventures and investment partnerships.
  • Assisting with preparation of annual tax returns to include 706, 1040, 1041, 1065, and 1120 forms for federal and multiple state tax authorities.
  • Analyzing complicated investment K-1's from underlying partnerships to include foreign activity.
  • Tax planning and calculation of quarterly estimated tax payments for clients.
  • Identifying potential tax issues, performing tax research as needed and providing timely advice. Reviewing and responding to tax authority notices and inquiries.
  • Assisting with investment tracking, preparation of payments for capital transactions and reconciling investment activity.
  • Interacting with clients and third-party providers to meet ongoing day-to-day needs.
  • Maintaining paperless storage and client records.
  • Assisting with mentoring and training as needed for other staff members.
  • Special projects as needed.

Requirements
To be successful in this role, you will need to possess a minimum of a bachelor's degree in either Accounting or Taxation. You must also have a minimum of 5 years proven progressive accounting AND 5 years tax preparation experience. Additionally, you should have knowledge of current tax laws, GAAP, and experience with Quick books, Sage, Pro-Systems CCH Axcess, and CFS Tax software. The ideal candidate will be able to multi-task daily, work independently, with a high attention to detail, be deadline-driven with an ability to thrive in a fast-paced and dynamic environment during tax season, and possess strong analytical and problem-solving skills.

Salary Range
The estimated salary for this position is between $75,000 - $120,000 per year, depending on experience.
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