6 days ago
• Manage the day-to-day servicing of a portfolio of tax customers. • Prepare and review individual & business tax returns accurately for timely filing. • Perform customer multi-state compliance requirements for income tax filings. • Perform financial analysis to identify tax saving opportunities for customers. • Ensure high-value work is being prioritized, while maintaining internal controls and adherence to company procedures. • Complete work that has been committed and assigned to within the planned work period. • Be a technical resource and problem solver for team members, providing regular guidance. • Offer innovative tax planning, consulting and compliance expertise to customers. • Guide startups through key early-stage decisions (i.e., entity structure, tax matters, paying owners, etc.). • Identify emerging areas of risk for customers as it relates to federal, multi-state, international tax, legal and compliance issues. • Engage with customer's business stakeholders, attorneys, financial advisors and investors. • Understand customers’ industries to provide tailored solutions. • Communicate regularly with customers, business stakeholders and financial institutions. • Collaborate with team members on problem-solving, building/enhancing processes and staying current with industry/legislative changes. • Utilize workflow management tools to prioritize and track all customer tax work to completion, ensuring visibility and transparency to the team. • Periodically lead or support team members and management on strategic initiatives and operational improvements. • Demonstrate your ability to use good judgment in balancing the needs of customers while delivering an appropriate level of service and effectively collaborating cross-functionally with fellow team members. • Effectively and clearly communicate with customers and team across various channels. • Demonstrate teamwork, by speaking confidently on all meaningful, ongoing customer matters/initiatives and that they are being delivered on plan. • Continuously seek opportunities to improve operations and company processes. • Asks questions, offers ideas and suggests solutions. • Exhibit our company’s brand, culture, and core values.
• 5-7 years in public and/or private accounting performing individual & business tax preparation. • Active CPA/EA license is required, with strong understanding of tax codes and laws. • Strong interpersonal and communication skills. • Able to think outside the box, effectively problem solve and collaborate with others with an eye to potential solutions. • Possess strong stakeholder management skills, with a passion for customer success. • Passion for continuous learning and general curiosity. • Must be detail-oriented, well organized, able to prioritize effectively, manage time and projects effectively. • Commitment and ability to meet critical business deadlines. • Ability to work independently and collaboratively in a remote or hybrid work environment. • Adaptable and comfortable working in a fast-paced, evolving startup-like environment. • Professional confidentiality. • Tech-savvy and highly proficient in Microsoft Suite. • Software, technology, professional services and ecommerce experience is preferred. • Capable of handling responsibilities beyond formal job duties.
• Competitive salary and benefits package. • Opportunity to be a pioneer in building a new and improved tax offering from the ground up. • Flexible work arrangements, including remote work options. • Collaborative and inclusive company culture. • Professional development opportunities and career growth.
Apply NowOctober 28
5001 - 10000
Tax Operations Associate in the Tax Department for EQ's shareholder services.
October 26
11 - 50
Oversee tax compliance and planning for a respected remote accounting firm.