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We’re a growing Tax & Accounting firm in NY.
We’re looking for an exceptional Tax Lead to help us manage and optimize our growing
tax & advisory department.
We love our clients, love our team, and love delivering tangible results to the businesses & individuals we work with.
The ideal person can see beyond just the numbers, enjoy helping people, and have fun while doing it!
Strong communication skills are a must. If you enjoy the thought of leading a tax department, we would love to meet you!
Why You Should Apply
- We’re looking for someone who would enjoy helping us grow our tax department for the future – including optimizing our workflow for remote work.
- Flexible schedule with remote infrastructure after training period.
- Long-term earning potential and a starting compensation level of $85k-$125k/year based on experience and personal performance.
- Full Time Benefits – 401k, Dental, Medical, Vision.
- Exposure to a large range of businesses and industries to further your growth as a professional.
- We don’t just do this for the money – we care about our clients as people and genuinely want to help them.
REQUIRED:
- Confidence & comfortability in speaking and interacting with clients.
- Minimum 5 Years of experience preparing multiple individual and business returns.
- Minimum 5 Years of experience with double-entry bookkeeping.
- Deeply understand industry software and enjoys leveraging technology to make work more efficient (Tax Software, Workflow Tools, Client Management tools, etc.)
- Deep knowledge of tax law and how to use evolving tax legislation to create tax savings strategies for clients.
- Experience leading a team and managing direct reports.
ONGOING RESPONSIBILITIES WOULD INCLUDE:
– Ensuring Valuable Tax Results throughout the firm
- Preparation of Tax Returns and managing the workflow so return preparation is efficient and defined turnaround times are being met.
- Ensuring the optimal distribution of workload throughout the tax department.
- Suggesting and offering solutions to make the tax department more effective and profitable.
- Interfacing with clients and ensuring they have a fantastic experience with their tax filing in the firm.
- Managing other members of the tax department.
– Creating, Implementing, & managing high-level tax strategies &
analysis for clients
- Manage Accounting data received from the accounting department.
- Manage Payroll data received from the accounting department.
- Complete Tax Projections for clients each year.
- Produce Reports with observations and suggestions that create more significant benefits for the client.
- Interfacing with the client to make sure they see the strategic value they’re receiving for what they’re paying.
- Managing the accuracy, growth, and updates inside of the firm’s Tax Knowledge Base.
– Managing year-round, ongoing tax-focused tasks for clients
- Quarterly sales tax.
- Payroll taxes.
- IRS and/Or State Responses.
- Compliance Response Notices.
- Any other tax-focused needs from the other firm departments
(Accounting & Advisory).
If this feels like a fit or you would like to learn more, please apply!
We look forward to meeting you!
Job Type: Full-time
Pay: $85,500.00 – $125,500.00 per year
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
Ability to commute/relocate:
- Garnerville, NY 10923: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- How many business tax returns, on average, have you prepared over the last 5 tax seasons?
- What level of experience have you had managing employees, in your career?
- Can you give an example of having implemented expert-level tax strategies in New York for a client?
Experience:
- Tax experience: 5 years (Required)
License/Certification:
- Enrolled Agent (Preferred)
Work Location: One location
