Senior Tax Preparer

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🕒 Julho 5

🦀 Maryland – Remoto

🦀 Maryland – Remote

💵 $85.000 - $95.000 / ano

⏰ Tempo Integral

🟠 Sênior

💰 Tributário

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Washington & Co Inc.

SiteLinkedInTodas as Vagas

1 - 10 funcionários

Fundada em 2007

💼 Consultoria

🏥 Saúde

🏗️ Construção

Consulting • Healthcare • Construction

Washington & Co Inc. é uma firma de contabilidade e consultoria tributária localizada em Bowie, Maryland, que oferece serviços de planejamento tributário, conformidade fiscal, serviços de CFO, contabilidade mensal, folha de pagamento e consultoria para indivíduos e pequenas e médias empresas. A empresa foca em estratégias proativas de redução de impostos, supervisão financeira abrangente e consultoria contínua para ajudar os clientes a tomarem decisões financeiras informadas e melhorarem a estabilidade a longo prazo.

Descrição

• Prepare individual, S-Corporation, Partnership, and Corporate tax returns. • Manage assigned clients from document collection through filing. • Handle complex returns, including returns with business activity, rental activity, investment activity, multiple income sources, and multi-state considerations. • Review client records, prior-year returns, accounting information, and supporting documents for completeness and accuracy. • Identify missing information, unclear items, technical issues, and inconsistencies before returns move to final review. • Maintain organized workpapers, notes, and supporting documentation. • Use ProConnect Tax Online confidently and efficiently to prepare and manage client returns. • Review prepared returns for accuracy, completeness, and compliance with current tax law and firm standards. • Review junior staff work as needed and provide clear feedback to improve accuracy and review readiness. • Identify and resolve preparation issues before they affect clients or delay filing. • Support timely e-filing, return assembly, and completion processes. • Help refine internal preparation and review procedures to improve accuracy, consistency, and efficiency. • Communicate directly with clients regarding missing documents, open items, return status, and next steps. • Provide clear, professional, and timely updates to clients and internal team members. • Manage client relationships independently while escalating complex matters when appropriate. • Identify potential tax planning opportunities during return preparation and communicate them to the Tax Planning team. • Support a client experience that is accurate, responsive, and professional. • Manage multiple client files and deadlines with urgency and accountability. • Follow firm workflows, checklists, task systems, and documentation standards. • Support process improvements that reduce errors, improve review readiness, and increase efficiency. • Assist with training, mentoring, and development of future tax staff as needed. • Stay current on tax law changes, IRS updates, and preparation requirements.

🎯 Requisitos

• Minimum 5 years of public accounting tax experience. • Strong ProConnect Tax Online experience. • Experience preparing individual tax returns independently. • Experience preparing business tax returns, including S-Corporation, Partnership, and Corporate returns. • Experience handling complex tax returns and multi-state filings. • Experience reviewing returns and identifying issues before final review. • Ability to independently manage a client portfolio with minimal supervision. • Strong client communication skills. • Strong attention to detail, problem-solving skills, and commitment to accuracy. • Ability to identify technical issues and resolve or escalate them appropriately. • Ability to identify tax planning opportunities and communicate them to the appropriate team. • Ability to work effectively in a fully remote environment. • Ability to learn firm systems, workflows, and technologies quickly. • Preferred CPA or EA. • Ability to sign returns. • Significant return review experience. • Experience with high-net-worth individual tax returns. • Experience with QuickBooks, ClickUp, Excel, Corvee, or similar tools. • Advanced Excel skills. • Experience training, mentoring, or supporting junior tax staff. • Experience working in a remote professional services environment.

🏖️ Benefícios

• 100% remote work environment. • PTO, single policy. • Health insurance after 60 days. • Education assistance up to $5,250 after one year, subject to approval. • Access to CPE.com. • Required virtual meetings and semiannual in-person conferences. • Certification bonuses : CPA: $2,000. • EA: $1,500. • MSA or MST degree completion: $2,500. • Firm-approved advanced CPE completion: $500.