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Tax Professional

Level Up Group

63d ago

0FinanceRemote, USjobspy_indeed
remoteindeed

Job Description

**Job Overview** We are seeking a dynamic and detail\-oriented Tax Professional to join our team and drive excellence in tax compliance, planning, and reporting. In this role, you will leverage your expertise in tax law, accounting principles, and regulatory requirements to ensure accurate tax filings and strategic tax planning for diverse clients. Your proactive approach and technical proficiency will contribute significantly to our mission of delivering exceptional financial services. This position offers an exciting opportunity to work in a fast\-paced environment where your skills will directly impact client success and organizational growth. **Duties** * Prepare and review complex individual, corporate, and partnership tax returns, ensuring compliance with federal, state, and local regulations * Conduct detailed tax research on issues such as estate planning, securities law, LIHTC (Low\-Income Housing Tax Credit), and mergers \& acquisitions to inform client strategies * Assist clients with tax planning initiatives including estate planning, trust \& estate law, and regulatory compliance accounting * Analyze financial statements, perform account reconciliation, and interpret financial report data to optimize tax positions * Maintain up\-to\-date knowledge of tax law changes, SOX (Sarbanes\-Oxley Act) requirements, GAAP (Generally Accepted Accounting Principles), and other relevant regulations * Collaborate with clients to develop tailored tax strategies that align with their financial goals while ensuring compliance with all applicable laws * Support audit processes by providing detailed documentation and insights related to tax reporting and regulatory compliance **Experience** * Proven experience in tax accounting or public accounting with a focus on individual tax, corporate tax, or non\-profit accounting * Strong understanding of accounting software such as QuickBooks, Xero, Sage, or similar platforms for bookkeeping and financial analysis * Demonstrated expertise in tax reporting, regulatory compliance accounting, GAAP standards, and technical accounting practices * Familiarity with financial concepts including double entry bookkeeping, balance sheet reconciliation, general ledger accounting, and financial statement preparation * Experience working on complex projects involving mergers \& acquisitions or private equity transactions is highly desirable * Excellent client communication skills with the ability to explain technical information clearly and professionally * Analytical mindset with strong attention to detail in account analysis, account reconciliation, and financial analysis tasks Join us if you’re passionate about delivering precise tax solutions while embracing a vibrant work environment that values your expertise. We’re committed to supporting your professional growth through ongoing learning opportunities in areas like securities law, asset management, payroll processing, and financial planning. Your dedication will