Tax Senior (Fully Remote)
Seeking Tax Senior Remote Position... Cerebral Tax Advisors, Inc. is a growing 100% cloud-based tax advisory firm specializing in high-level strategic tax planning for healthcare professionals and affluent business owners all over the U.S. We are looking for an experienced, self-motivated tax professional to prepare and review tax returns (Federal, State, & Local) and provide consulting services, tax planning, and research for individuals, partnerships, trusts, corporations, and estates. The depth and breadth of work, along with the educational and other support provided by Cerebral, will yield an optimal environment for continued professional growth. As a tech-forward firm, we are continuously improving our processes and systems to add value to our clients and efficiency to the team. This is an outstanding opportunity to gain experience and achieve career growth with high-net-worth clients in a remote employee-centric working environment. IMPORTANT: As part of our initial screening process, we require a video submission as part of your application. We will not consider your application without this video. Please record a short video (3 minutes or less) introducing yourself, explaining why you are interested in this position and why you feel you are a good fit. Please enter a link to the video in your application (Loom, Vimeo, or Google Drive), or upload a video file using this form: https://forms.gle/KCViwP3QHyb5c3B3A
Responsibilities
Work with clients in the healthcare industry and other personal service industries to determine the best tax-saving and bookkeeping strategies Handle client communications through the use of portal messaging, telephone, and video conferencing Prepare individual and business returns with multiple states, mostly 1065, 1120S; some 1120 and 1041s Assist with accounting and bookkeeping to maintain clean books Prepare tax projections Respond to inquiries from tax authorities Tax research for client issues
Qualifications
BA in Accounting or related field a minimum 5 years of tax preparation experience Recent work experience in a public accounting firm environment, working with high earning clients and/or medical professionals. EA or CPA preferred Must have a take-charge, get things done attitude Good financial accounting background and solid understanding of financial statements Experience using UltraTax and QBO Highly organized/Detail Oriented Professional written/client communication skills Gain an understanding of operations, processes, and business objectives, and apply that knowledge to support firm activities Strong internet connection Benefits: Base compensation dependent on experience Flexible remote work schedule with a target 40hr work week during tax season and 4 day work week during the summer 100% cloud-based/tech-forward environment working out of your home office A strong vision for great communication, efficiency, and ease for clients and team members Twice-a-year bonus program Monthly reimbursement for health-related expenses under QSEHRA plan Generous 401k with profit sharing and cash balance plan Monthly stipend for cell phone reimbursement Unlimited CPE Unlimited PTO policy Equipment Provided Job Type: Full-time Pay: $80,000.00 - $95,000.00 per year Benefits: 401(k) 401(k) matching Cell phone reimbursement Flexible schedule Health insurance Paid time off Profit sharing Unlimited paid time off Work from home Schedule: Monday to Friday Application Question(s): Do you have MORE experience with business tax preparation or with individual tax preparation? How many years of each? Please paste the link to your video response here or upload to our drive (link in description). Topic: Introduce yourself, explaining why you are interested in this position and why you feel you are a good fit. We will not consider your application without this video/link. Experience: Tax accounting: 2 years (Required) Tax Preparation: 5 years (Required) UltraTax: 3 years (Required) License/Certification: CPA or EA (Preferred) Work Location: Remote Apply Job!