17 jobs found

The Tax Manager will take ownership of a portfolio of clients and be responsible for high-level tax preparation, review, tax planning, IRS representation (if credentialed), and troubleshooting tax questions. This role requires strong technical skills, the ability to communicate clearly with clients, and the confidence to manage multiple deadlines.

Description: Larson Tax Partners LLC is looking for seasonal, experienced Tax Reviewer to join our team during tax season, where you'll play an important role in assisting clients with their tax filings and ensuring compliance with federal and state regulations. Your expertise will contribute to delivering accurate, timely, and personalized tax services, helping individuals and businesses achieve financial clarity and peace of mind. If you're ready to contribute to our financial success and grow with a forward-thinking organization, we invite you to explore this exciting opportunity. This position is located in St. Charles, MO. Requirements: Job Responsibilities Prepare and review individual and business tax returns accurately and efficiently. Analyze financial information and ensure compliance with applicable tax laws and regulations. Maintain up-to-date knowledge of tax codes, regulations, and deadlines. Identify potential tax credits and deductions to ensure maximum client benefit. Communicate effectively with clients to gather necessary information and clarify any questions. Advise clients on tax planning strategies to minimize tax liabilities. Resolve client inquiries regarding tax notices and correspondence from tax authorities. Maintain accurate and organized records of client documents and tax files. Collaborate with team members to ensure consistency and accuracy in tax preparation. Assist in the preparation of quarterly and annual tax projections. Conduct thorough research on complex tax issues and present findings. Stay informed about current trends and changes in tax legislation. Utilize tax software to prepare and file tax returns electronically. Ensure the confidentiality and security of sensitive client information. Job Requirements Bachelors degree in Accounting, Finance, or related field Certified Public Accountant (CPA) or Enrolled Agent (EA) certification preferred Minimum of 2 years of experience in tax preparation Proficiency in CCH tax preparation software or other similar programs such as Ultra Tax and TaxAct Strong understanding of federal and state tax regulations Excellent analytical and problem-solving skills Detail-oriented with strong organizational abilities Effective communication skills, both verbal and written Demonstrated ability to manage multiple clients and deadlines High level of integrity and ethical standards Proficiency in Microsoft Office Suite, especially Excel Ability to work independently and as part of a team PI1f5033c119e4-0347

Description: Larson Tax Partners LLC is looking for seasonal, experienced Tax Reviewer to join our team during tax season, where you'll play a crucial role in ensuring accuracy and compliance with tax filings. Leverage your expertise in tax regulations and analytical skills to provide insightful reviews and contribute to our commitment to excellence. Collaborate with a dedicated team in a dynamic environment that values precision and professional growth. If you're ready to contribute to our financial success and grow with a forward-thinking organization, we invite you to explore this exciting opportunity. This position is located in St. Charles, MO. Requirements: Job Responsibilities Review and analyze individual and business tax returns for accuracy and compliance with federal, state, and local tax laws. Ensure all tax documentation is complete and accurate before filing deadlines. Identify potential tax issues and provide solutions or recommendations to mitigate risks. Collaborate with tax preparers to clarify and resolve discrepancies in tax documents. Verify all deductions, credits, and exemptions claimed on tax returns. Stay updated on current tax regulations and industry trends impacting tax compliance. Assist in preparing for tax audits and liaising with auditors as needed. Provide guidance and support to tax return preparers in the review process. Maintain organized records of all reviewed tax documents and correspondence. Communicate effectively with clients to explain tax return findings and recommendations. Job Requirements Bachelor's degree in Accounting, Finance, or a related field. Certified Public Accountant (CPA) designation or equivalent certification. Minimum of 5 years of experience in tax preparation and review. In-depth knowledge of federal, state, and local tax laws and regulations. Proficiency in CCH tax preparation software or other similar programs such as Ultra Tax and TaxAct Proficiency in Microsoft Office Suite, especially Excel. Strong analytical and problem-solving skills. Exceptional attention to detail and accuracy. Excellent organizational and time management abilities. Ability to manage multiple tasks and deadlines efficiently. Strong communication skills, both written and verbal. Experience in reviewing various tax returns, including individual, corporate, and partnership. Ability to work independently and within a team environment. High level of integrity and confidentiality in handling sensitive information. Experience with tax research and documentation of findings. PIe89c1efa9e5f-0346

The Tax Manager will take ownership of a portfolio of clients and be responsible for high-level tax preparation, review, tax planning, IRS representation (if credentialed), and troubleshooting tax questions. This role requires strong technical skills, the ability to communicate clearly with clients, and the confidence to manage multiple deadlines.

Description: Larson Tax Partners LLC is looking for seasonal, experienced Tax Reviewer to join our team during tax season, where you'll play an important role in assisting clients with their tax filings and ensuring compliance with federal and state regulations. Your expertise will contribute to delivering accurate, timely, and personalized tax services, helping individuals and businesses achieve financial clarity and peace of mind. If you're ready to contribute to our financial success and grow with a forward-thinking organization, we invite you to explore this exciting opportunity. This position is located in St. Charles, MO. Requirements: Job Responsibilities Prepare and review individual and business tax returns accurately and efficiently. Analyze financial information and ensure compliance with applicable tax laws and regulations. Maintain up-to-date knowledge of tax codes, regulations, and deadlines. Identify potential tax credits and deductions to ensure maximum client benefit. Communicate effectively with clients to gather necessary information and clarify any questions. Advise clients on tax planning strategies to minimize tax liabilities. Resolve client inquiries regarding tax notices and correspondence from tax authorities. Maintain accurate and organized records of client documents and tax files. Collaborate with team members to ensure consistency and accuracy in tax preparation. Assist in the preparation of quarterly and annual tax projections. Conduct thorough research on complex tax issues and present findings. Stay informed about current trends and changes in tax legislation. Utilize tax software to prepare and file tax returns electronically. Ensure the confidentiality and security of sensitive client information. Job Requirements Bachelor's degree in Accounting, Finance, or related field Certified Public Accountant (CPA) or Enrolled Agent (EA) certification preferred Minimum of 2 years of experience in tax preparation Proficiency in CCH tax preparation software or other similar programs such as Ultra Tax and TaxAct Strong understanding of federal and state tax regulations Excellent analytical and problem-solving skills Detail-oriented with strong organizational abilities Effective communication skills, both verbal and written Demonstrated ability to manage multiple clients and deadlines High level of integrity and ethical standards Proficiency in Microsoft Office Suite, especially Excel Ability to work independently and as part of a team PI801b6b933c71-0347

We are seeking a highly experienced and credentialed Tax Supervisor to join a fast-paced, remote startup environment. This role is crucial for managing the compliance process and leading a small team, requiring deep technical knowledge of S-Corps, Partnerships, and Individual tax law across specialized industries. Location: Remote (USA) Employment Type: Full-Time, Direct-Hire with Benefits. Key Responsibilities (Implied): Tax Compliance: Oversee and manage tax preparation and review for a diverse client base, primarily focusing on S-Corporations (1120S), Partnerships (1065), and Individuals (1040). Team Leadership: Utilize 2+ years of experience managing a small team of tax preparers to ensure timely and accurate completion of all tax engagements. Technical Expertise: Apply strong knowledge of direct tax law to complex scenarios within the professional services, technology, real estate, and financial services industries. Process Optimization: Actively work to simplify and optimize complex tax processes to drive efficiency in a startup environment. Communication: Serve as a clear communicator, providing guidance and fostering a culture of accountability and excellence. Qualifications & Mandatory Skills: The following professional credentials and experience levels are mandatory for this leadership role: 7+ years of work experience with S-Corporations (1120S), Partnerships (1065), and Individuals (1040). 2+ years of experience managing a small team of tax preparers. A CPA, EA, or tax attorney credential. Bachelor's or Master's degree in Accounting or Taxation. Strong knowledge of direct tax law. Enthusiasm for a fast-paced startup environment. Nice-to-Have Experience: Experience with corporations (1120), estate planning, trusts, and gifts. Private equity and venture capital (funds) experience.

TAX MANAGER (Also need a Tax Senior) Profitable regional CPA firm seeks both a Tax Manager and Tax Senior to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression. The Manager is responsible for the efficient, accurate, complete, and timely preparation and reviews of clients' tax returns. Responsibilities Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary. Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients. Performs all task related to client service and sees that assignments are accomplished within budgeted time. Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients. Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions. Assumes tax preparation responsibility for the more complex business returns. Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner. Communicates to the appropriate firm personnel important tax and tax developments affecting the firms' clients. Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities. Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients' tax returns. Adheres to accurate and timely billing and collection processes are made. Participates in firm practice development efforts through involvement with referral sources, community and industry activities. Supervisory Responsibilities: Responsible for the development, coaching and training of Supervising Seniors, Seniors, Semi-seniors and Staff accountants. Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs. Participates in reviews and evaluations of the Tax Department. Qualifications At least five to seven years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research. International consulting and compliance experience. Familiarity with both US domestic and international tax compliance forms for HNW individuals, passthrough entities and corporations Familiarity with international tax concepts, including but not limited to subpart F, GILTI, PFIC, foreign tax credit calculation, income tax treaty. Minimum one (1) year experience supervising and directing work of tax preparers. Bachelor's degree in accounting required. Master's degree in taxation preferred. A current and valid certified public accountant's license or JD is required.

About Numera: Numera is a fast-growing, US-based financial services firm that delivers cutting-edge solutions across accounting, payroll, tax, and advisory. Our unique US-India delivery model enables us to scale seamlessly, bringing smart, tech-enabled, and client-first solutions to individuals, businesses, and nonprofits nationwide. With a global network of professionals and an entrepreneurial spirit, Numera helps organizations unlock growth, navigate complexity, and drive long-term success. Job Summary: We are seeking a detail-oriented Tax Preparer & Office Manager with a foundational understanding of tax regulations and some experience in office management. The ideal candidate will be responsible for preparing and submitting individual and small-business tax returns, as well as managing daily office operations to ensure a smooth workflow and a professional environment. Key Responsibilities: Manage daily office operations, including scheduling appointments and maintaining office supplies. Serve as the primary point of contact for client communication, including phone calls, emails, and in-person visits. Organize and maintain an efficient filing system, both electronically and physically. Oversee and manage office equipment, ensuring everything is functioning properly. Coordinate with vendors and service providers for office-related needs. Ensure that all office operations comply with company policies and procedures. Skilled in preparing and filing individual, corporate, and partnership tax returns, ensuring compliance with federal, state, and local tax regulations. Experienced in assisting clients with documentation for tax filings, conducting basic tax research, and addressing discrepancies. Proficient in reviewing financial records, including income statements and expenditures, while maintaining confidential tax records in an organized manner. Skills and Qualifications: Education: High school diploma or equivalent; some college coursework in accounting or finance is preferred. 1-2 years of experience in tax preparation or a related field. Previous experience in office management or administrative support is a plus. Knowledge: Basic understanding of tax regulations and tax software (e.g., TurboTax, QuickBooks) Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Here are some bonus points: Schedule: Monday to Friday Location: 38350 Fremont Blvd. Ste 203 Fremont, CA 94536 Work Type: Onsite Work Hours: 40 hours per week Benefits: Vision, Dental, 401(k), Professional development opportunities Why this role? This role goes beyond traditional administration-it's an essential, hands-on position supporting both our team and our clients. You'll help keep operations running smoothly while gaining exposure to modern accounting practices. If you thrive on structure, enjoy problem-solving, and want to grow with a dynamic firm, we'd love to hear from you. Life is short-work somewhere awesome! Our website LinkedIn Glassdoor Ambition Box

Our busy, well established CPA firm located in Maitland, FL is now hiring for a part-time on-site experienced Tax Preparer. This position can be either seasonal or permanent part-time. In this role the ideal candidate will be responsible for drafting individual and corporate tax returns, reviewing financial statements, analyzing tax laws and ensuring compliance, and advising clients on tax-related matters. This role also involves conducting financial evaluations and providing tax-related insights to support client inquiries. Qualifications Proficiency in Tax Preparation, with experience in preparing and filing various types of federal and state individual and corporate tax returns Strong knowledge of Tax Law and regulations, with the ability to ensure compliance across various contexts Experience in reviewing and preparing Financial Statement and conducting financial analysis Understanding of Finance principles and concepts relevant to tax operations Strong analytical, problem-solving, and organizational skills Attention to detail and ability to meet deadlines Proficiency in using tax preparation software and general office tools CPA certification or equivalent is a plus, but not required Experience with tax preparation services in public accounting or a similar environment is preferred

Company Overview The HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports local government operations in a variety of important ways. We are regarded as a leader, occupying a specific niche in the financial services sector, and serving over 600 local governments nationwide. Leveraging our talented team of professionals, along with leading edge software and database systems, HdL discovery efforts have recovered over $3 billion for our local government partners. Core Values HdL team members individually and collectively aspire to the following core values: Deliver Excellence In Everything - We anticipate needs and believe that delivering extraordinary service, inside and outside our organization, is key to our success. We passionately pursue excellence in everything we do. Do The Right Thing - We always act in the best interests of our company and our clients. We are respectful, have high integrity, and are accountable for our actions. Foster Relationships - We build lasting relationships based on trust with our teams and our clients. We value collaboration toward our common goals and inspire each other to improve and progress. Give Generously - We give generously of our time and resources with our teammates, clients, and communities. We impart information for best practices, encourage professional development, and support charitable community organizations. Enjoy The Journey - We enjoy our journey and enthusiastically celebrate our successes. We have fun and find fulfillment working with our colleagues and clients. Be Authentic, Grateful, and Humble - We are thankful for the success we have achieved individually and as a company and never take it for granted. Position Overview The Business Outreach Specialist I is an entry-level role responsible for assisting in outreach efforts to California businesses. The primary focus is to work with the private sector business community to solicit and confirm basic business information in support of audit case resolution and client revenue enhancement. This role will also assist in reviewing sales tax data to identify simple reporting issues or registration errors. The position involves working closely with team members and is designed to build foundation knowledge in California sales tax reporting regulations. This is a direct revenue generating position reporting to the Associate Director of Tax Recovery Services. Location Profile We offer a flexible work environment that allows our employees to collaborate across offices and remote teams. All new hires must complete an introductory period after which 2 days per week are required in the office, other days may be remote. This role is based in our Brea, CA location. Job Responsibilities Learn and apply tools and techniques to identify sales tax recovery opportunities. Develop outreach strategies to gather non-sensitive business information. Initiate basic telephone & email outreach, primarily focused on small California businesses, to obtain and verify information about operations. No sales or telemarketing, information is used to verify local sales tax allocation amongst various California jurisdictions. Ensure the timely and thorough resolution of sales tax audit leads with a primary focus on registration errors and simple sales tax reporting issues. Build relationships with small business owners and tax preparers. Develop a strong working knowledge of California sales tax reporting regulations and guidelines. Develop a strong understanding of the team's standard operating procedures. Acquire and assemble location and operations data on California businesses from a wide variety of sources (California Department of Tax and Fees Administration (CDTFA) sales, use, and transactions tax records, city/county business license data, internet, business journals, etc.). Document research and findings within the company's propriety software application. Prepare written inquiries/petitions (along with supporting documentation) for submittal to the appropriate State agencies. Meet productivity and accuracy goals while being guided by senior team members. Skills and Qualifications Communication skills: Able to communicate clearly and professionally, both verbally and in writing, with small business owners and personnel. Research & analytical skills: Capable of conducting basic research to identify inconsistencies between small datasets. Computer skills: Comfortable using standard office software, including Microsoft Office; capable of learning a variety of software programs including HdL sales and property tax applications. Receptiveness to feedback: Open to constructive feedback and demonstrates a willingness to learn and grow. Teamwork: Works well within a team, taking direction from senior team members and contributing positively to the overall team dynamic. Education and Experience High school diploma or equivalent is required. An associate degree or coursework in business administration, accounting, finance, public administration, or a related field is preferred. Minimum of 1 year of experience in customer service, data collection, research, or related outreach roles is preferred. Experience working with small businesses or in a role involving public communication is beneficial. Familiarity with sales and use tax concepts or experience within a government agency or tax consulting environment is advantageous but not required. Compensation The starting base salary for this Brea, CA position is expected to be between $23.00 to $26.45 hour. Actual salary will be determined based on skills, experience (to the extent relevant) and other job-related factors, consistent with applicable law. Benefits Competitive Base Pay Opportunity to participate in 401k Medical, Dental, Vision, Life/AD&D, LTD and Employee Assistance Program Paid time off for Vacation, Sick and Holidays Employee Stock Ownership Plan (learn more about the HdL ESOP at: ) Compensation details: 23-26.45 Hourly Wage PI015e48d04aff-5819

TAX SENIOR Profitable regional CPA firm seeks a Tax Senior to add to their growing staff. We offer a very reasonable work life balance (including work from home), excellent benefits including overtime paid at time qnd one half, bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, as well as fast track career progression. Responsibilities Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary. Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients. Performs all task related to client service and sees that assignments are accomplished within budgeted time. Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients. Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions. Assumes tax preparation responsibility for the more complex business returns. Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner. Communicates to the appropriate firm personnel important tax and tax developments affecting the firms' clients. Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities. Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients' tax returns. Adheres to accurate and timely billing and collection processes are made. Participates in firm practice development efforts through involvement with referral sources, community and industry activities. Supervisory Responsibilities: Responsible for the development, coaching and training of Semi-seniors and Staff accountants. Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs. Participates in reviews and evaluations of the Tax Department. Qualifications At least two years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research. Familiarity with both US domestic and international tax compliance forms for HNW individuals, passthrough entities and corporations Minimum one (1) year experience supervising and directing work of tax preparers. Bachelor's degree in accounting required. Master's degree in taxation preferred.

Weichert Workforce Mobility is hiring a Global Compensation Services Coordinator in Parsippany, NJ. This is a hybrid role requiring two in office days. The Global Compensation Services Coordinator provides key compensation tax and payroll related services in support of the overall delivery of assignment services to our clients. Specific job responsibilities include, but are not limited to, the following: Prepares, analyzes, and tracks expatriate payroll, compensation, benefits, global mobility and other assignment-related issues. Prepares compensation worksheets, payroll allowance calculations, cost projections, compensation summaries and W-2 reconciliations using standard software programs. Creates, develops, and administers the tax and compensation processes according to the client's specifications and following Weichert's standard operating procedures. Responsible for the accurate and timely documenting of conversations, exceptions, and correspondence in the system. Maintains file documentation and ensures data integrity. Adheres to Weichert's privacy and policies standards at all times. Prepares international compensation calculations, including the calculation of hypothetical tax and assignment-related allowances such as cost of living and housing, as necessary using standard software programs. Coordinates all tax-related aspects of the assignee's international assignment(s) with the tax return preparer as necessary. Creates individual letters of assignment and cost estimates according to the terms of the assignment, client policy and special circumstances as appropriate. Responds to payroll inquiries, policy interpretation, and expense questions from clients and assignees. Advises on enhancements or improvements to the client's administration of services and/or processes and works with the Tax and Compensation Team Lead or International Tax and Compensation Manager on process improvement activities. Attends daily/weekly meetings to review all upcoming projects and deadlines. Prepares monthly and quarterly reports for both internal and external distribution. Performs other duties as assigned. Requirements Ideal candidates will meet the following criteria: Bachelor's degree in Accounting, Finance, or related area Global Mobility Specialist (GMS) certification preferred Enrolled Agent (EA) or Certified Public Accountant (CPA) certifications preferred One (1) to four (4) years of relevant experience Previous experience in compensation accumulation/reporting strongly preferred Understanding of global compensation, tax, and payroll Fluency in a foreign language(s) preferred Proficiency in Microsoft Office suite of products, especially Excel Strong oral and written communications skills Ability to multitask in a fast-paced environment Intermediate math skills including addition, subtraction, multiplication, division, percentages, and fractions Strong attention to detail Excellent customer service skills The estimated base salary range for this position is $55,000 to $70,000 (annually). The rate of pay offered will be dependent upon several factors including but not limited to the candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.