Job Description
This Jobot Job is hosted by: Randy Kallick
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Salary: $100,000 - $200,000 per year
A bit about us: We work with individuals and small to mid-size businesses to prepare historical and projected financial statements, income tax returns, financial budgets, business plans and financial models for new business ideas.
Why join us? We pride ourselves on being more than just an accounting firm. We listen first and learn about each client’s objectives so we can coach and compose a financial story of their own. Whether personally or organizationally, our goal is to help clients realize their ambitions through strategic financial and tax planning so they can thrive and protect what matters most.
Job Details We specialize in Compilations, Reviews, and Taxation, with a focus on various aspects including International, Multi-state, and Local tax, as well as Trust and Estate matters, particularly in S-Corp and Partnership taxation. Our offerings include competitive compensation, flexibility, and a commitment to fostering work-life balance within our beach community setting.
Job Description: As a Tax & Accounting Supervisor, you'll lead, manage, and review multiple tax engagements, aiming to deliver top-notch tax services to our clients primarily in real estate, entertainment, professional services, and technology sectors. This role presents exceptional opportunities for leadership and career growth, including potential partnership for the right candidate.
Responsibilities:
Thorough review of federal and state income tax returns for individuals and various business entities such as corporations (C and S), limited liability companies, partnerships, trusts, estates, and foundations.
Proactive tax planning and coordination of tax strategies with clients and engagement teams.
Compilation and review of GAAP Financials.
Correspondence with clients and tax authorities, along with preparation of internal memos.
Client management, project monitoring, and achievement of production goals across multiple accounts.
Providing training, mentorship, and guidance to staff.
Developing and nurturing new and existing client relationships, demonstrating a deep understanding of clients' businesses.
Requirements:
CPA certification with over 10 years of experience in public accounting.
Strong business acumen.
Substantial supervisory experience (minimum 2 years), including staff review experience.
Proficiency in Lacerte tax software, Excel, and Word.
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