About the Role
This role involves managing tax preparation, compliance, and planning for individuals and businesses while ensuring accuracy and adherence to regulations.
Responsibilities
- Prepare federal and state tax returns for individuals and entities
- Review tax filings for completeness and compliance
- Identify tax-saving opportunities for clients
- Communicate with clients to gather necessary documentation
- Collaborate with team members on complex tax issues
- Stay current with changes in tax laws and regulations
- Support audit-related inquiries and responses
- Maintain client confidentiality and data security
- Ensure timely submission of tax returns
- Assist in resolving client tax notices
- Coordinate with other departments as needed
- Participate in quality review processes
- Provide input on process improvements
- Meet deadlines during peak tax season
- Support onboarding of new clients
- Track progress on tax assignments
- Escalate complex issues to senior staff
- Maintain accurate client records
- Contribute to knowledge-sharing initiatives
- Follow firm policies and procedures
- Engage in professional development activities
- Assist with special projects as assigned
- Ensure consistency in tax methodologies
- Support training for junior staff
- Respond to internal and external inquiries
Compensation
Competitive salary and benefits package
Work Arrangement
Remote
Team
Collaborative team environment focused on tax compliance and advisory
About Us
We are an independent member of the Crete Professionals Alliance, a network of firms providing advisory and compliance services. Our focus is on delivering high-quality solutions to clients across various industries.
Why Join Us?
We offer flexibility, professional development, and a supportive team culture. Employees are encouraged to grow their expertise and contribute meaningfully to client success.
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