Senior Financial Analyst

3 weeks ago


Reno, Nevada, United States Family Office Full time
Senior Hybrid Accountant Job Description:

We are seeking a highly skilled Senior Hybrid Accountant to join our Family Office team. As a Senior Hybrid Accountant, you will be responsible for preparing and analyzing financial and tax returns for our company and clients. The ideal candidate will have a minimum of 5 years of progressive accounting and 5 years of tax preparation experience.

Key Responsibilities:
- Prepare and analyze financial and tax returns for our company and clients.
- Assist with the preparation of annual tax returns, including 706, 1040, 1041, 1065, and 1120 forms for federal and multiple state tax authorities.
- Analyze complicated investment K-1s from underlying partnerships to include foreign activity.
- Provide tax planning and calculation of quarterly estimated tax payments for clients.

Requirements:
- Minimum of 5 years progressive accounting experience and 5 years tax preparation experience.
- Bachelor's degree in Accounting or Taxation required.
- Enrolled Agent or CPA license preferred.
- Knowledge of current tax laws to assist in identifying new filing requirements and changes for clients.
- Familiarity with QuickBooks, Sage, Pro-Systems CCH Axcess, and CFS Tax software.

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