Taxation Operations Manager

2 weeks ago


Salt Lake, Utah, United States Jobot Full time
REMOTE Opportunity

About Us:
We are a well-established CPA and advisory firm with a rich history of over 40 years in the industry. Our diverse clientele and wide range of services allow our team members to engage in various sectors and company sizes. We pride ourselves on fostering a collaborative environment where our staff works closely with clients, ensuring continuity and high-quality service.

Why Join Our Team?
  • Fully REMOTE work environment
  • Competitive compensation package including base salary, bonuses, and profit sharing
  • Overtime pay for hours exceeding 40 per week
  • Annual bonuses based on firm performance and individual contributions
  • 401(k) plan with a 3% employer contribution
  • Profit sharing opportunities
  • Generous paid time off
  • Health and dental insurance subsidized by the company
  • Access to innovative AI technology to enhance productivity

Position Overview:
We are looking for a CPA with a minimum of 10 years of experience, particularly with high-net-worth clients. The successful candidate will be responsible for reviewing and refining accounting prepared by our tax accountants, as well as preparing and reviewing tax returns for Partnerships, S-Corporations, Individuals, and Trusts. Our client base spans various industries, with a significant focus on real estate.

Qualifications:
  • Certified Public Accountant designation
  • At least 10 years of public accounting experience, preferably from a mid-to-large sized firm
  • Expertise in partnership tax issues, including capital account maintenance, 1031 exchanges, and relevant tax regulations
  • Experience with multi-state taxation; international tax knowledge is advantageous

Technical Skills:
Proficiency in Excel and experience in a paperless office environment are essential. Familiarity with software such as Lacerte, QuickBooks, and CCH Engagement is preferred.

Key Responsibilities:
  • Review accounting records, workpapers, and tax returns
  • Collaborate effectively with partners and team members to address client needs
  • Maintain direct communication with clients
  • Manage client portfolios, including multiple entities
  • Provide tax planning and handle special projects requiring analytical and creative problem-solving skills
  • Stay informed on multi-state tax compliance and foreign regulations
  • Keep abreast of industry best practices and tax law changes
  • Assist with federal and state tax audits
  • Address additional tax-related projects as they arise

We look forward to your interest in joining our team.

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