Senior Tax Associate

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TrueBooks CPA

SiteLinkedInTodas as Vagas

1 - 10 funcionários

Fundada em 2019

💼 Consultoria

💸 Finanças

🏠 Imobiliário

Consulting • Finance • Real Estate

A TrueBooks CPA é uma firma especializada de contabilidade pública certificada que ajuda contribuintes de alta renda, investidores imobiliários e empreendedores a minimizar os encargos fiscais e tomar decisões financeiras estratégicas. Eles oferecem planejamento tributário, preparação de impostos, contabilidade, folha de pagamento e serviços contábeis, além de um Centro de Impostos online com cursos, chamadas ao vivo e modelos para apoiar os clientes. A TrueBooks enfatiza uma estratégia fiscal proativa, expertise específica da indústria (notadamente investidores imobiliários e de locações de curto prazo), e utiliza um portal de clientes e um processo de integração para oferecer serviços personalizados, contínuos de consultoria e compliance.

Descrição

• High level of client communication and service maintaining a 2 business day response time • Manage work (Tax Pipelines) of direct reports, identifying overdue tasks and stale jobs • Gather, organize, and accurately prepare and/or review Federal and state tax returns for high net-worth individuals, real estate investors, and closely held businesses (i.e., corporate, partnership, and LLC) • Review staff member work papers and provide feedback to ensure completeness and accuracy • Mentor and train associates to develop technical and professional skills • Prepare and review estimated tax/extension calculations for various entities and individual clients • Research tax issues and draft technical correspondence, including communication with the IRS and other taxing authorities • Review of client Quickbooks and financial statements; prepare and review adjusting journal entries • Recommend other firm services to the benefit of the client. Ex: bookkeeping services, tax advisory etc. • Hold phone calls or Zoom meetings with clients to discuss their tax situation or returns

🎯 Requisitos

• Bachelor's or Master's in accounting from an accredited college or university • Working knowledge of tax preparation software, with specific experience in CCH Axcess preferred • 2+ years of experience preparing 1040s, 1065s, and 1120-S tax returns • 1 to 3 years of experience reviewing 1040s, 1065s, and 1120-S tax returns • Experience preparing and reviewing returns for large partnerships and their K-1s • Experience preparing and reviewing Schedule E, Form 8825, Schedule L and M • Experience calculating improvement basis for real estate acquisitions • Experience preparing and reviewing multiple state tax returns • Experience with client resolution and tax planning • Experience with Form 3115 and 481(a) adjustments • CPA or EA certification preferred

🏖️ Benefícios

• 401(k) plan • Flexible work schedule • Work from home • Unlimited PTO • Health insurance • Firm-sponsored continuing education