Tax Transactions and Advisory Director acting as a key advisor for transactional and advisory tax matters. Leading tax strategies for acquisitions, mergers, and corporate transactions.
About the role
- Senior Tax Associate at Earned Wealth preparing and reviewing tax returns for various entities. Engaging with clients and delivering exceptional service to maximize financial outcomes.
Responsibilities
- Prepare and analyze client financial statements.
- Client tax onboarding.
- Prepare income tax returns for corporations, partnerships, individuals, and trusts based on source documents prepared both internally and provided to us by clients.
- Meeting preparation for client meetings along with subsequent follow-up items.
- Prepare client tax projections for estimated tax payments and future tax liabilities.
- Prepare tax notice resolution package.
- Prepare government audit responses.
- Consistently remain alert to client satisfaction, address client needs, with timely follow-up and communicate appropriate information to engagement advisors and personnel.
- Possess excellent organizational and problem-solving skills and the ability to independently prioritize multiple tasks.
- Thrive in a high performing, fast-paced environment, maintaining composure and focus under pressure and deadlines.
- Be detail-oriented and flexible to learn.
- Strong collaboration skills.
Requirements
- CPA or EA Certification with a bachelor’s degree in accounting, finance, or related field
- 3-5 years of experience in tax preparation for individuals, S-Corps, C-Corps, LLCs, trusts, and estates
- Prior bookkeeping experience is a plus
- Tax code knowledge required
- Experience with QuickBooks and QuickBooks Online
- Bilingual in Hindi or Punjabi is a plus
Benefits
- An attractive total compensation package
- Employer-sponsored health insurance (medical, dental, vision)
- 401k + 5% match
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