Tax Professional

2 days ago


Colorado Springs, United States Sr. Tax Advisory Group Full time
Job DescriptionJob Description

At Senior Tax Advisory Group, we talk a lot about culture and team. In fact, we rather obsess about it. Without a transformative culture, we cannot begin to elevate and celebrate the lives of our clients and be ourselves changed for the good in the process. So, we seek great hearts, other people like us, who care and want to do work that matters. We select people like us who believe that the most satisfying life is one that is outward-bound and rooted in servant leadership.

Qualifications:

Active CPA License, Preferred

3-5 years of tax experience preparing business, trust, and individual returns.

3-5 years of strong accounting background

Be able to work in a team environment

Experience with UltaTax and SurePrep (desirable)

Have a servant’s heart

Job Responsibilities

· Promoting Senior Tax Advisory Group culture and encouraging excellence and high team morale

· Developing and implementing goals, procedures and policies in coordination with management

· Identifying overall improvement gaps and assist with deploying corrective measures

· Assist the team transition into an advisory service

· Assist in management of the tax team and it processes

· Preparing individual, partnership, corporate and estate tax returns

· Managing IRS and state tax notices to resolution

· Willing to jump in and help, to get involved, to roll up your sleeves, and to do what needs to be done to make our team successful

Salary depends on experience but ranges from $75,000 to $100,000 including tax season bonuses.

Benefits:

Health insurance with the company paying 80% of premiums for the employee

Dental insurance 100% paid by the company

401(k) with 100% vesting after 2 years

2 weeks PTO with 6 paid holidays

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Additional Benefits:

  • 401(k)
  • 401(k) matching
  • Employee discount
  • Flexible schedule
  • On-the-job training

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday
  • Weekends as needed

Experience:

  • Tax experience: 3 years (Required)

License/Certification:

  • CPA (Preferred)
Company DescriptionSenior Tax Advisory Group is a leading financial and tax services company with over 15 years of dedicated service to the community. We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. There is no one “best place” to put retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep money that fits everyone for exactly the same reasons. Unique circumstances must be taken into consideration if the “most favorable place” for retirement money is desired. We work hard to help individuals and couples, at all economic levels, achieve their financial and long-term goals and to enjoy retirement by working hard and smart, and being ready when we are needed.Company DescriptionSenior Tax Advisory Group is a leading financial and tax services company with over 15 years of dedicated service to the community. We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. There is no one “best place” to put retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep money that fits everyone for exactly the same reasons. Unique circumstances must be taken into consideration if the “most favorable place” for retirement money is desired. We work hard to help individuals and couples, at all economic levels, achieve their financial and long-term goals and to enjoy retirement by working hard and smart, and being ready when we are needed.

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