Tax Senior

Job not on LinkedIn

February 10

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

⏰ Full Time

🟠 Senior

💰 Tax

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Swell Recruit LLC

WebsiteLinkedInAll Job Openings

Recruitment • Finance • Fintech

Swell Recruit LLC is a recruiting firm specializing in placing candidates within the Accounting and Finance sectors. With over 20 years of professional experience, the company leverages a responsive network to support both active and passive job seekers, ensuring quality placements from executives to individual contributors. Operating in major cities like NYC, LA, SF, Paris, and London, Swell Recruit offers both contingency and retained search services.

2 - 10 employees

Founded 2017

🎯 Recruiter

💸 Finance

💳 Fintech

📋 Description

• Prepare HRIS and Axcess timesheets, Excel To-Do lists, and other relevant documentation. • Achieve monthly and annual charge hour goals through efficient and accurate tax preparation and review. • Review Form 1099s, sales tax returns, business property statements, and business licenses to ensure accuracy and compliance. • Review intermediate-level C-Corporation, Partnership, S-Corporation, Personal, Non-Profit, and Trust tax returns. • Engage in Corporate and Personal tax planning, providing valuable insights to clients. • Manage and maintain control lists and deadlines, ensuring timely filing and reporting. • Assist in tax audits and support planning and supervision of compilation, review, and audit engagements. • Participate in mentoring programs, offering guidance and support to junior staff members. • Facilitate in-house training sessions and meetings, providing one-on-one feedback to enhance team skills. • Communicate and meet with clients regarding current services, assisting with new client proposals and initial engagement meetings. • Assist in the billing process by analyzing Work in Progress (WIP) and providing accurate invoice totals.

🎯 Requirements

• Solid understanding of tax form schedules, entity type setup, formation and dissolution, retirement plan options, foreign entity reporting, section 1031 exchanges, basic foreign/multistate returns, POL, PAC, LM2 tax returns, and specialized tax credits. • Actively participate in intermediate/advanced continued education and contribute to the development of in-house training courses. • Ability to conduct intermediate individualized research. • Familiarity with accounting-related software, including CFS, AME, CSA, QuickBooks, T-value, Adobe Acrobat, Prosystems Engagement, Checkpoint Tools, and Axcess Tax. • Working knowledge of the Microsoft Office Suite. • Strong written and verbal communication skills.