[Remote] Tax Accountant

Note: The job is a remote job and is open to candidates in USA. Talley LLP is a full-service financial, tax, legal, and consulting firm dedicated to serving entrepreneurially driven businesses and high-net-worth individuals. The Tax Accountant will collaborate with tax staff and management to improve departmental processes, support client needs, and grow the firm's tax services.

Responsibilities

• Prepare more complex entity-level and individual tax returns, including multi-state, consolidated, foreign bank reporting, etc
• Review less complex tax returns prepared by staff and outsourced providers
• Perform fundamental tax research and address government agency's tax notifications
• Prepare Trust Tax returns
• Interact with clients for various tax projects, gathering information and resolving tax-related problems
• Review and identify tax planning opportunities
• Provide continuous tax return process during the year by interacting with clients and staying current on changes to the client's tax situation
• Provide superior service to clients to encourage referrals
• Participate in recruiting tax department staff and interns
• Provide technical on-the-job (OTJ) training to tax preparers and outsource providers
• Provide informal mentoring to staff members
• Participate in department activities as a team player on behalf of the department and the firm
• Participate in a minimum of 40 hours of CPE per year and share with department and firm personnel
• Identify and look for process improvement ideas
• Participate in weekly department meetings
• Assist as liaison with outsourced tax preparers

Skills

• Time Management
• Exceptional Organization Skills
• Strong Communication skills
• Responsiveness to time-sensitive items
• Attention to Detail
• Focus on client
• Ability to work independently
• Team Collaboration
• Strong Leadership skills
• Transparency
• Strong Work Ethic
• Being professional and respectful to others
• Positive Attitude
• Be able to prepare more complex entity-level and individual tax returns, including multi-state, consolidated, foreign bank reporting, etc
• Ability to review less complex tax returns prepared by staff and outsourced providers
• Fundamental understanding of tax law and ability to provide client recommendations for possible tax-saving opportunities
• Ability to perform fundamental tax research
• Address government agency's tax notifications
• Ability to prepare Trust Tax returns
• Client interaction and liaison for various tax projects, including gathering appropriate information and resolving tax-related problems and notices
• Ability to review and identify tax planning opportunities
• Provide continuous tax return process during the year by interacting with clients and staying current on changes to the client's tax situation
• Provide superior service to our clients such that the clients provide referrals to their friends and colleagues
• Participate in recruiting tax department staff and interns
• Provide technical on-the-job (OTJ) training to tax preparers and outsource providers
• Provide informal mentoring to staff members
• Participation in department activities as a team player on behalf of the department and the firm
• Demonstrate an ability to interact with and work as a team member
• Participate in a minimum of 40 hours of CPE per year and share with department and firm personnel
• Ability and desire to continue to develop technical, personal, and interpersonal skills and to participate in the MTA learning program
• Follow department policies and procedures
• Identify and look for process improvement ideas
• Participate in weekly department meetings
• Assist as liaison with outsourced tax preparers
• Active CPA preferred
• Bachelor's degree in accounting is required
• Strong project management and time management skills are necessary
• Financial and accounting experience; ability and willingness to work with a significant degree of autonomy; creativity; high service orientation
• Customer service focus
• Ability to get along well with diverse personalities; tactful, mature, and flexible
• Ability to operate independently and “self-manage” projects
• Result-and profit-oriented, with the ability to balance other business considerations
• Strong analytical and reasoning abilities
• High energy level, comfortable performing multifaceted projects in conjunction with everyday activities
• Superior numeric skills
• Excellent written and verbal communication skills
• Ability to communicate and actively support the values of the firm and communicate these values to others

Company Overview