Overview

This is an NBN Connect post on behalf of another organization.

 

You will:

● Team Leader: Serve as a team leader for 2-4 tax associates, addressing and resolving
inquiries, managing daily, weekly, monthly, and quarterly workflow, assisting with drafting
client emails and fostering client relationships, and providing guidance on complex client
scenarios in order to assist with tax return preparation.
● Client Consultation: Meet with clients to discuss their tax situation, offer advice, and
ensure client satisfaction. Meetings will be scheduled more regularly during tax season
to review tax returns.
● Review and Quality Control: Examine intricate tax returns to ensure accuracy,
compliance, and optimal tax positions before filing.
● Research and Analysis: Delve into complex tax topics to extract precise information,
staying updated with the latest tax regulations, and providing authoritative advice on
nuanced tax subjects.
● Continued Education: Stay updated with the ever-evolving tax landscape, including the
latest rulings, legislation, and best practices.
● Documentation: Document research findings, create internal best practices, and assist
in training materials for the broader team.

 

We are looking for someone who has:

● 7+ years of work experience with S-Corporations (1120S), partnerships (1065), and
individuals (1040) – mostly in professional services, technology, real estate, and financial
services industries
● 2+ years of managing a small team of tax preparers
● A bachelor’s / master’s degree in Accounting / Taxation
● A CPA, EA, or tax attorney
● Sound knowledge of direct tax law
● Ability to break down complex processes to simplify and optimize them
● Enjoys fast-paced startup environment
● Nice to have: experience with corporations (1120), estate planning and trusts, gifts
● Nice to have: PE and VC (funds) experience

 

We appreciate people who are:

● Passionate about what they do
● Fast & creative thinkers & doers
● Clear communicator