Private Client Tax Senior Manager managing client portfolios for a top - tier UK accountancy firm. Leading tax advisory projects and mentoring junior staff in a dynamic environment.
About the role
- Tax Preparer managing individual tax returns at a fintech startup focused on self-employed individuals. Preparing and reviewing tax returns while collaborating with customer success teams.
Responsibilities
- Preparation and review of individual 1040, 1120S, 1065 tax returns
- Build tax estimates and projections using tax and accounting data
- Review and understand tax documentation and use the information to drive solutions for customers
- Work as part of a cross-functional department, partnering with Customer Success Managers to help drive project completion
- Ability to coordinate and accomplish tasks with remote professionals and team members
Requirements
- You have 1+ years of tax experience
- Bachelor’s degree in tax or accounting (or equivalent experience)
- You have excellent communication skills, verbal and written and can easily translate technical concepts into simple terms
- You are a strong team player that can step and provide support wherever needed
- You are skilled with technology and working in a remote environment
- You are able to adapt in a quickly growing and changing company with multiple priorities
- Nice to have: Tax or accounting certifications (Enrolled Agent/CPA/etc)
- S-Corp knowledge and experience
- You have worked in a start-up environment
- Experience with CCH Axcess tax software
Benefits
- Full Medical, dental vision
- Generous parental leave
- Life insurance
- 401K plan including employer matching. Plan matches 100% of an employee's contributions up to 4% of their annual base salary, with immediate vesting for matched contributions.
- Equity- Formations offer every EE to be an owner. As such we grant every new hire an equity package our very generous equity plan is vested over standard 4 years
- Formations encourages employees to give back with paid volunteer time of up to 16 hours a year
- Adopting a flexible-hybrid approach means that there isn't a one-size-fits-all solution but rather a highly adjustable and personal model that can take various shapes and forms
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