Tax Team Lead

🔥 4 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💰 Tax

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Duncan Financial Group

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1978

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

Duncan Financial Group is a comprehensive financial services firm that has been operational since 1978. With a dedicated team of professionals, the company offers a wide range of services including personal insurance, estate planning, tax planning, corporate retirement planning, and risk management. Duncan Financial Group aims to coordinate investments, insurance, and taxes for individual and business clients, ensuring a tailored approach to meet specific financial needs, all under one roof.

📋 Description

• Lead and oversee preparation and review of individual, partnership, corporate, and nonprofit tax returns • Coordinate the tax team’s day-to-day workflow, assignments, priorities, deadlines, and workloads • Serve as a technical resource for Tax Associates and resolve tax and accounting questions • Mentor, train, and support Tax Associates’ professional development • Assist with onboarding and training new Tax Associates • Monitor tax deadlines and outstanding client information; identify delays and develop solutions • Assist management with staffing, workload, and resource planning during peak tax seasons • Prepare and review Forms 1040, 1065, 1120, and 990 • Conduct secondary and final reviews of tax returns • Research and resolve complex tax issues and maintain knowledge of federal, state, and local tax laws • Support compliance-related reporting requirements • Communicate with clients regarding tax questions, missing information, and technical matters • Collaborate with clients, internal stakeholders, departments, and leadership • Improve tax preparation processes, workflows, and procedures • Develop and maintain internal tax procedures, checklists, training materials, and resources • Troubleshoot Lacerte issues and provide technical support • Support QuickBooks, payroll, and accounting-related questions • Process general ledger transactions and journal entries • Transact and reconcile commission revenues • Process accounts payable payments and accounts receivable receipts • Monitor cash balances across multiple entities • Participate in month-end closing and resolve accounting discrepancies • Assist with internal financial statement preparation and review • Support firm initiatives and special projects • Travel up to 10% as needed

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, or Business Administration required • Current Certified Public Accountant (CPA) or IRS Enrolled Agent (EA) designation required • Minimum of 5 years of tax preparation experience, including Forms 1040, 1065, 1120, and 990 • Experience reviewing tax returns, providing technical guidance, or leading tax workflows preferred • Experience with accounts payable, accounts receivable, and general ledger activities preferred • Proficiency in Microsoft Office Suite, particularly Excel • Experience with Lacerte, TaxDome, QuickBooks, NetSuite, or similar tax and accounting software • Strong knowledge of tax compliance, accounting principles, and financial reporting • Excellent analytical, problem-solving, and organizational skills • Strong written and verbal communication skills • Demonstrated leadership, professionalism, ethical judgment, and attention to detail • Ability to manage multiple priorities and meet deadlines in a fast-paced environment • Ability to travel up to 10% as needed • Successful completion of all pre-employment requirements, which may include a criminal background check and credit history review, as permitted by law • Preference given to candidates in Eastern or Central U.S. time zones

🏖️ Benefits

• Competitive Compensation • Health Insurance Plans (PPO, HSA, Copay Options) • Dental Insurance • Vision Insurance • Company Paid Disability Insurance • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance • 401(k) with Safe Harbor Match • Paid Time Off • Paid Holidays • Remote work environment