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Job Description


LOVE / HATE RELATIONSHIP TO TAXATION


Everyone says that they "hate taxes," but they're the price we all pay for a civilized, advanced society. You, however, love taxes - that is, you love to optimize your client's tax returns to MINIMIZE their federal and state income taxes. Indeed, you love giving FINANCIAL ADVICE in addition to TAX RETURN PREPARATION so that you take the "long term" view for your clients. Yes, you're a CPA. Yes, you understand tax software. And yes, you want to work in a fast-paced, fun, "Boutique" CPA firm in San Francisco, California.


We're a TEAM of accountants, CPAs, and support staff who work and play together. Work hard? Yes. Play harder? Yes. Thrive in one of America's funnest cities. Yes.


Apply for this position as a TAX MANAGER and SPECIALIST in TAX RETURN PREPARATION. We're eager to meet you and eager to see what you have to offer when it comes to our LOVE / HATE relationship to taxes.


~ MORE ~


GROW YOUR TAX CAREER AT SAFE HARBOR CPAS


* Are you ready for your next career move in tax, accounting and finance?
* Are you a CPA hungry to help clients minimize taxes by optimizing their tax strategy?
* Does the idea of working at San Francisco's #1 boutique CPA firm sound like the next step on your path towards career nirvana?


ENJOY RESPONSIBILITY AT A FUN, FAST-PACED ACCOUNTING FIRM


Let's face it. Many tax and accounting firms are big, boring, and bad to work at. Not Safe Harbor. Our team is fun. Our team is dynamic. And our client base of technology startups, high net worth individuals, and other business owners in San Francisco means plenty of learning opportunities.


Join us to experience incredible responsibility at San Francisco's top boutique accounting firm.


LOVE YOUR WORK


We LOVE our work. We ADORE financial statements, tax return preparation, and the complexities of finance and accounting. We LIVE to serve our clients who are the entrepreneurs, businesspeople, and high income folk of the future.


APPLY TODAY AS THIS POSITION WILL NOT BE OPEN LONG


We're eager to meet you. We're eager to receive your resume. We're eager to exchange emails. And, most of all, we're eager to have a detailed job interview and let you learn about this amazing and innovative TAX MANAGER position.


We think you're the ideal candidate. We think you want to grow your career as aggressively as we're growing Safe Harbor CPAs in San Francisco. Great compensation. A fantastic benefits package. A dynamic office. And, best of all, a team of hard-working, dynamic CPAs, accountants, and other financial professionals who work hard, and play hard, in the City by the Bay.


Pitch us on you, and let us pitch you on your next career move in tax preparation and accounting services!


~ More ~


Job Summary


The Tax Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Tax Manager is charged with applying knowledge to understand potential tax issues, and recognizing and communicating potential risks and potential changes in the tax policy.


Job Duties:


Tax Compliance


· Ensures that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies and standards of professional practice.


o Preparation of complex individual, trusts, partnership and corporate tax returns


o Conducts top level review of T/R and resolves all tax issues with client; involves directors or Partners where appropriate


o Communicates with client and Assurance any issues identified in tax accrual reviews


o Plans and reviews the tax process and the procedures to be performed to include:


· Budgeting and staffing


· Monitoring engagement process and actual time incurred vs. budget with assistance of Senior


· Timely billing and collection of A/R


o Manages client relationships/expectations in accordance with the project


o Provides advice to clients in a timely manner;


 


Research


§ Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.


 


ASC 740-10 (FAS 109 and FIN 48) Accounting for Income Taxes


· Correctly and proactively applies Firm policies and standards regarding FAS 109 and FIN 48.


o Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740-10


o Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates


 


 


Tax Consulting


· Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.


o Considers the applicability of CTS and STS consulting specialties for each client


o Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client


o Serves as a technical resource


o Provides effective assistance with exam support


o Frames projects and issues for effective delegation to seniors and associates


 


Tax Specialization


· Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.


o May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm Partners


 


Strategy Development


· Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.


o Reviews studies of tax implications and offers clients alternative courses of action


o Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods


 


Other duties as required


 


Supervisory Responsibilities:


· Supervises associates and senior associates on all projects


· Reviews work prepared by associates and senior associates and provide review comments


· Trains Associates and Seniors how to use all current software tools


· Acts as a Career Advisor to associates and senior associates


· Schedules and manages workload of associates and senior associates


· Provides verbal and written performance feedback to associates and senior associates


 


Qualifications, Knowledge, Skills and Abilites:


· Bachelor’s degree in Accounting or related field required; Master of Tax preferred


· Minimum five years of experience in a public accounting firm or related experience


· CPA certification preferred


Safe Harbor LLP: About Us


We are a highly technical full-service boutique CPA firm, working with clients seeking a CPA with a higher level of technical expertise, advisory capabilities and responsiveness year-round. Our clients look to us as trusted and valued advisors, our firm culture facilitates and fosters mutual exchanges whereby our clients greatly benefit from our technical knowledge and practical advisory.


 


The successful candidate will be working in face pace paperless, technology charged environment with our current closely-knit team of tax professionals and directly reports to a Partner.


 


Title: Tax Manager – Core Tax Services


 


Job Summary


The Tax Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Tax Manager is charged with applying knowledge to understand potential tax issues, and recognizing and communicating potential risks and potential changes in the tax policy.


 


Job Duties:


 


Tax Compliance


· Ensures that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies and standards of professional practice.


o Preparation of complex individual, trusts, partnership and corporate tax returns


o Conducts top level review of T/R and resolves all tax issues with client; involves directors or Partners where appropriate


o Communicates with client and Assurance any issues identified in tax accrual reviews


o Plans and reviews the tax process and the procedures to be performed to include:


· Budgeting and staffing


· Monitoring engagement process and actual time incurred vs. budget with assistance of Senior


· Timely billing and collection of A/R


o Manages client relationships/expectations in accordance with the project


o Provides advice to clients in a timely manner;


 


Research


§ Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.


 


ASC 740-10 (FAS 109 and FIN 48) Accounting for Income Taxes


· Correctly and proactively applies Firm policies and standards regarding FAS 109 and FIN 48.


o Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740-10


o Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates


 


 


Tax Consulting


· Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.


o Considers the applicability of CTS and STS consulting specialties for each client


o Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client


o Serves as a technical resource


o Provides effective assistance with exam support


o Frames projects and issues for effective delegation to seniors and associates


 


Tax Specialization


· Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.


o May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm Partners


 


Strategy Development


· Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.


o Reviews studies of tax implications and offers clients alternative courses of action


o Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods


 


Other duties as required


 


Supervisory Responsibilities:


· Supervises associates and senior associates on all projects


· Reviews work prepared by associates and senior associates and provide review comments


· Trains Associates and Seniors how to use all current software tools


· Acts as a Career Advisor to associates and senior associates


· Schedules and manages workload of associates and senior associates


· Provides verbal and written performance feedback to associates and senior associates


 


Qualifications, Knowledge, Skills and Abilites:


· Bachelor’s degree in Accounting or related field required; Master of Tax preferred


· Minimum five years of experience in a public accounting firm or related experience


· CPA certification preferred


· Proficient in corporate, individual and partnership taxation


· Previous experience supervising and training Staff and Seniors preferred


· Excellent written and verbal communication and interpersonal skills


· Strong organizational techniques are required


· Must be highly motivated and experienced in managing multiple client engagements


· Must begin to attain visibility and recognition within their industry specialization


· Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)


· Experience with CCH Axcess, or Prosystem fx software preferred


 


Salary Range (DOE): $90,000 to $120,000, benefits include health insurance, 401K, holidays and vacation.


· Proficient in corporate, individual and partnership taxation


· Previous experience supervising and training Staff and Seniors preferred


· Excellent written and verbal communication and interpersonal skills


· Strong organizational techniques are required


· Must be highly motivated and experienced in managing multiple client engagements


· Must begin to attain visibility and recognition within their industry specialization


· Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)


· Experience with CCH Axcess, or Prosystem fx software preferred


 


Salary Range (DOE): $90,000 to $120,000, benefits include health insurance, 401K, holidays and vacation.


 


Safe Harbor LLP: About Us


We are a highly technical full-service boutique CPA firm, working with clients seeking a CPA with a higher level of technical expertise, advisory capabilities and responsiveness year-round. Our clients look to us as trusted and valued advisors, our firm culture facilitates and fosters mutual exchanges whereby our clients greatly benefit from our technical knowledge and practical advisory.


 


The successful candidate will be working in face pace paperless, technology charged environment with our current closely-knit team of tax professionals and directly reports to a Partner.


 


 


Company Description

Safe Harbor CPAs aims to be the best San Francisco CPA firm as well as top-rated tax service in San Francisco for individuals and businesses. Our accountants specialize in individual tax return preparation and business tax returns as well as international tax and expatriate tax returns. We also do income tax preparation, business partnership and LLC tax returns as well as other estate planning. Our financial services include IRS audit defense (FBAR compliance) and audited financial statements. As tax advisors, we service accounting clients (including startups) from the entire San Francisco Bay Area including San Jose, Oakland and Marin County. We pride ourselves as one of the top accounting firms in the Bay Area, giving our clients the best of both worlds - friendly personal tax service, CPA, and business advice with Internet connectivity. Our success comes when a satisfied client says, "We would like Safe Harbor LLP to be our In-House Business tax professionals." Or, when satisfied individuals say, "That was easy. What a great tax refund and easy tax service!" ~ Chun Wong, managing partner.


See full job description

Experienced Tax Preparer – Seasonal & Part Time


Small VA CPA firm conveniently located in Reston is seeking an experienced tax specialist.

Position is full-time during tax season (February 1 – April 16) and part-time with flexible hours through-out the year. On-site position. Come join a growing team where the focus is on staff growth, engaging work environment with a focus on quality of life.

Education / Experience:

• Must have experience preparing individual and business income tax returns

• Must have minimum 10 years’ tax preparation and review experience

• Bachelor's degree required with a major in accounting or equivalent; CPA preferred

• Experience with Tax Preparation Software required, Lacerte Software preferred

• Ability and desire to provide tax research and support as needed

• Must be able to manage priorities, deadlines and multiple clients

Send resume & cover letter (no calls)

Please include in cover letter:

• Please briefly summarize your tax preparation experience

• Salary requirements and history

• References


See full job description

Job Description


Title: Tax Manager – a CPA / Accountant Specializing in Tax Preparation


GROW YOUR TAX CAREER AT SAFE HARBOR CPAS


* Are you ready for your next career move in tax, accounting and finance?
* Are you a CPA hungry to help clients minimize taxes by optimizing their tax strategy?
* Does the idea of working at San Francisco's #1 boutique CPA firm sound like the next step on your path towards career nirvana?


ENJOY RESPONSIBILITY AT A FUN, FAST-PACED ACCOUNTING FIRM


Let's face it. Many tax and accounting firms are big, boring, and bad to work at. Not Safe Harbor. Our team is fun. Our team is dynamic. And our client base of technology startups, high net worth individuals, and other business owners in San Francisco means plenty of learning opportunities.


Join us to experience incredible responsibility at San Francisco's top boutique accounting firm.


LOVE YOUR WORK


We LOVE our work. We ADORE financial statements, tax return preparation, and the complexities of finance and accounting. We LIVE to serve our clients who are the entrepreneurs, businesspeople, and high income folk of the future.


APPLY TODAY AS THIS POSITION WILL NOT BE OPEN LONG


We're eager to meet you. We're eager to receive your resume. We're eager to exchange emails. And, most of all, we're eager to have a detailed job interview and let you learn about this amazing and innovative TAX MANAGER position.


We think you're the ideal candidate. We think you want to grow your career as aggressively as we're growing Safe Harbor CPAs in San Francisco. Great compensation. A fantastic benefits package. A dynamic office. And, best of all, a team of hard-working, dynamic CPAs, accountants, and other financial professionals who work hard, and play hard, in the City by the Bay.


Pitch us on you, and let us pitch you on your next career move in tax preparation and accounting services!


~ More ~


Job Summary


The Tax Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Tax Manager is charged with applying knowledge to understand potential tax issues, and recognizing and communicating potential risks and potential changes in the tax policy.


Job Duties:


Tax Compliance


· Ensures that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies and standards of professional practice.


o Preparation of complex individual, trusts, partnership and corporate tax returns


o Conducts top level review of T/R and resolves all tax issues with client; involves directors or Partners where appropriate


o Communicates with client and Assurance any issues identified in tax accrual reviews


o Plans and reviews the tax process and the procedures to be performed to include:


· Budgeting and staffing


· Monitoring engagement process and actual time incurred vs. budget with assistance of Senior


· Timely billing and collection of A/R


o Manages client relationships/expectations in accordance with the project


o Provides advice to clients in a timely manner;


 


Research


§ Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.


 


ASC 740-10 (FAS 109 and FIN 48) Accounting for Income Taxes


· Correctly and proactively applies Firm policies and standards regarding FAS 109 and FIN 48.


o Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740-10


o Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates


 


 


Tax Consulting


· Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.


o Considers the applicability of CTS and STS consulting specialties for each client


o Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client


o Serves as a technical resource


o Provides effective assistance with exam support


o Frames projects and issues for effective delegation to seniors and associates


 


Tax Specialization


· Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.


o May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm Partners


 


Strategy Development


· Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.


o Reviews studies of tax implications and offers clients alternative courses of action


o Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods


 


Other duties as required


 


Supervisory Responsibilities:


· Supervises associates and senior associates on all projects


· Reviews work prepared by associates and senior associates and provide review comments


· Trains Associates and Seniors how to use all current software tools


· Acts as a Career Advisor to associates and senior associates


· Schedules and manages workload of associates and senior associates


· Provides verbal and written performance feedback to associates and senior associates


 


Qualifications, Knowledge, Skills and Abilites:


· Bachelor’s degree in Accounting or related field required; Master of Tax preferred


· Minimum five years of experience in a public accounting firm or related experience


· CPA certification preferred


Safe Harbor LLP: About Us


We are a highly technical full-service boutique CPA firm, working with clients seeking a CPA with a higher level of technical expertise, advisory capabilities and responsiveness year-round. Our clients look to us as trusted and valued advisors, our firm culture facilitates and fosters mutual exchanges whereby our clients greatly benefit from our technical knowledge and practical advisory.


 


The successful candidate will be working in face pace paperless, technology charged environment with our current closely-knit team of tax professionals and directly reports to a Partner.


 


Title: Tax Manager – Core Tax Services


 


Job Summary


The Tax Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Tax Manager is charged with applying knowledge to understand potential tax issues, and recognizing and communicating potential risks and potential changes in the tax policy.


 


Job Duties:


 


Tax Compliance


· Ensures that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies and standards of professional practice.


o Preparation of complex individual, trusts, partnership and corporate tax returns


o Conducts top level review of T/R and resolves all tax issues with client; involves directors or Partners where appropriate


o Communicates with client and Assurance any issues identified in tax accrual reviews


o Plans and reviews the tax process and the procedures to be performed to include:


· Budgeting and staffing


· Monitoring engagement process and actual time incurred vs. budget with assistance of Senior


· Timely billing and collection of A/R


o Manages client relationships/expectations in accordance with the project


o Provides advice to clients in a timely manner;


 


Research


§ Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.


 


ASC 740-10 (FAS 109 and FIN 48) Accounting for Income Taxes


· Correctly and proactively applies Firm policies and standards regarding FAS 109 and FIN 48.


o Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740-10


o Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates


 


 


Tax Consulting


· Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.


o Considers the applicability of CTS and STS consulting specialties for each client


o Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client


o Serves as a technical resource


o Provides effective assistance with exam support


o Frames projects and issues for effective delegation to seniors and associates


 


Tax Specialization


· Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.


o May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm Partners


 


Strategy Development


· Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.


o Reviews studies of tax implications and offers clients alternative courses of action


o Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods


 


Other duties as required


 


Supervisory Responsibilities:


· Supervises associates and senior associates on all projects


· Reviews work prepared by associates and senior associates and provide review comments


· Trains Associates and Seniors how to use all current software tools


· Acts as a Career Advisor to associates and senior associates


· Schedules and manages workload of associates and senior associates


· Provides verbal and written performance feedback to associates and senior associates


 


Qualifications, Knowledge, Skills and Abilites:


· Bachelor’s degree in Accounting or related field required; Master of Tax preferred


· Minimum five years of experience in a public accounting firm or related experience


· CPA certification preferred


· Proficient in corporate, individual and partnership taxation


· Previous experience supervising and training Staff and Seniors preferred


· Excellent written and verbal communication and interpersonal skills


· Strong organizational techniques are required


· Must be highly motivated and experienced in managing multiple client engagements


· Must begin to attain visibility and recognition within their industry specialization


· Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)


· Experience with CCH Axcess, or Prosystem fx software preferred


 


Salary Range (DOE): $90,000 to $120,000, benefits include health insurance, 401K, holidays and vacation.


· Proficient in corporate, individual and partnership taxation


· Previous experience supervising and training Staff and Seniors preferred


· Excellent written and verbal communication and interpersonal skills


· Strong organizational techniques are required


· Must be highly motivated and experienced in managing multiple client engagements


· Must begin to attain visibility and recognition within their industry specialization


· Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)


· Experience with CCH Axcess, or Prosystem fx software preferred


 


Salary Range (DOE): $90,000 to $120,000, benefits include health insurance, 401K, holidays and vacation.


 


Safe Harbor LLP: About Us


We are a highly technical full-service boutique CPA firm, working with clients seeking a CPA with a higher level of technical expertise, advisory capabilities and responsiveness year-round. Our clients look to us as trusted and valued advisors, our firm culture facilitates and fosters mutual exchanges whereby our clients greatly benefit from our technical knowledge and practical advisory.


 


The successful candidate will be working in face pace paperless, technology charged environment with our current closely-knit team of tax professionals and directly reports to a Partner.


 


 


 


 


Company Description

Safe Harbor CPAs aims to be the best San Francisco CPA firm as well as top-rated tax service in San Francisco for individuals and businesses. Our accountants specialize in individual tax return preparation and business tax returns as well as international tax and expatriate tax returns. We also do income tax preparation, business partnership and LLC tax returns as well as other estate planning. Our financial services include IRS audit defense (FBAR compliance) and audited financial statements. As tax advisors, we service accounting clients (including startups) from the entire San Francisco Bay Area including San Jose, Oakland and Marin County. We pride ourselves as one of the top accounting firms in the Bay Area, giving our clients the best of both worlds - friendly personal tax service, CPA, and business advice with Internet connectivity. Our success comes when a satisfied client says, "We would like Safe Harbor LLP to be our In-House Business tax professionals." Or, when satisfied individuals say, "That was easy. What a great tax refund and easy tax service!" ~ Chun Wong, managing partner.


See full job description

Job Description


Seeking a motivated, responsible individual with excellent customer service skills to provide customer service and sales (if licensed) for our insurance and tax clients. We are a family business providing insurance, tax and other services to the Santa Clara & Sunnyvale communities at large with a focus serving our Latino community.


This is a Full Time, Temporary position with the opportunity to earn a permanent role on our team! We offer Competitive Compensation based upon experience and/or licenses. Someone with experience in insurance and/or Tax preparation is ideal but we are willing to train and mentor the right candidate interested in creating a stable career providing these services. (Recent college grads are a great fit or Spanish speaking with prior office skills).
Bi-Lingual in Spanish & English is strongly desired.


Visit our website at www.marthascorp.com and then please email resume and a short cover letter explaining why you would be a good fit in our company.


Se busca un individuo motivado y responsable con excelentes habilidades de servicio al cliente para proporcionar servicio al cliente y ventas (si tiene licencia) para nuestros clientes de Seguros e Income Taxes. Somos una empresa familiar que brinda seguros, income taxes y otros servicios a nuestra comunidad en general con un enfoque en nuestra comunidad Latina.
Buscando a alguien con experiencia en seguros y / o preparación de impuestos o alguien que esté interesado en crear una carrera que brinde estos servicios. Se desea español bilingüe. Visite nuestro sitio web en www.marthascorp.com y, a continuación, envíe un correo electrónico con un curriculum vitae y una breve carta de presentación explicando por qué sería una buena opción para nuestra empresa.
Buscamos empleados de tiempo completo (los graduados universitarios recientes son una excelente opción o personas de habla Espanol con experiencia en oficina).
Compensación competitiva basada en la experiencia y / o licencias.


Job Types: Full-time, Temporary


Company Description

We are a family owned and operated Multi-Service Agency that has been serving the Sunnyvale and Santa Clara communities for over 20 years, providing quality Tax, Insurance, Travel, Immigration, and other professional services.


See full job description

Job Description

Looking for entry level accountant for tax and bookkeeping


See full job description

Job Description


Tax Professional - Experienced


Seeking experienced seasonal Tax Preparers who want to build their book of business and advance their tax knowledge to join our network of professionals, serving clients with diverse tax needs.


We offer competitive pay, incentive pay opportunity, flexible schedules, and advanced tax training and certification.


H&R Block is the industry’s largest consumer tax services provider¹ and we have been focused on client service for over 60 years.


Tax Professional duties include:



  • Conducting face-to-face tax interviews with clients

  • Preparing complete and accurate tax returns

  • Generating business growth, increasing client retention, and offering additional products and services

  • Providing IRS audit support

  • Mentoring and supporting teammates


Required Skills & Experience:



  • High School Diploma or equivalent

  • Experience in accounting, finance, bookkeeping or tax

  • Experience completing individual returns

  • Tax planning and audit support

  • Ability to effectively communicate in person and in writing

  • Experience working in a fast-paced environment

  • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent

  • Must complete 18-hour continuing education requirement and meet all other IRS and applicable state requirements


Preferred Skills & Experience:



  • Bachelor’s degree in Accounting or related field

  • CPA or Enrolled Agent certification

  • Experience completing complex returns (individual, trust, partnership)

  • 5+ years experience in accounting, finance, bookkeeping or tax

  • Sales and/or marketing experience



See full job description

Experienced Tax Preparer – Seasonal & Part Time Small VA CPA firm conveniently located in Reston is seeking an experienced tax specialist. Position is full-time during tax season (February 1 – April 16) and part-time with flexible hours through-out the year. On-site position. Come join a growing team where the focus is on staff growth, engaging work environment with a focus on quality of life. Education / Experience: • Must have experience preparing individual and business income tax returns • Must have minimum 10 years’ tax preparation and review experience • Bachelor's degree required with a major in accounting or equivalent; CPA preferred • Experience with Tax Preparation Software required, Lacerte Software preferred • Ability and desire to provide tax research and support as needed • Must be able to manage priorities, deadlines and multiple clients Send resume & cover letter (no calls) Please include in cover letter: • Please briefly summarize your tax preparation experience • Salary requirements and history • References


See full job description

Job Description


Tax Professional - Experienced


Seeking experienced seasonal Tax Preparers who want to build their book of business and advance their tax knowledge to join our network of professionals, serving clients with diverse tax needs.


We offer competitive pay, incentive pay opportunity, flexible schedules, and advanced tax training and certification.


H&R Block is the industry’s largest consumer tax services provider¹ and we have been focused on client service for over 60 years.


Tax Professional duties include:



  • Conducting face-to-face tax interviews with clients

  • Preparing complete and accurate tax returns

  • Generating business growth, increasing client retention, and offering additional products and services

  • Providing IRS audit support

  • Mentoring and supporting teammates


Required Skills & Experience:



  • High School Diploma or equivalent

  • Experience in accounting, finance, bookkeeping or tax

  • Experience completing individual returns

  • Tax planning and audit support

  • Ability to effectively communicate in person and in writing

  • Experience working in a fast-paced environment

  • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent

  • Must complete 18-hour continuing education requirement and meet all other IRS and applicable state requirements


Preferred Skills & Experience:



  • Bachelor’s degree in Accounting or related field

  • CPA or Enrolled Agent certification

  • Experience completing complex returns (individual, trust, partnership)

  • 5+ years experience in accounting, finance, bookkeeping or tax

  • Sales and/or marketing experience



See full job description

Position Description

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Tax-mutual fund team. As a tax specialist, you will ensure the successful and accurate completion of the accounting and administrative servicing requirements for various hedge fund products and structures for assigned funds.

What youll do:

In the tax function, you will prepare year-end tax basis adjustments in accordance with U.S. tax code for investment partnerships; prepare year-end tax allocations for investment partnerships; complete year-end tax forms (Form 1065, K-1, and other related forms); perform and review book and tax form reconciliations; calculate taxable income; Additionally, you will process quarterly tax estimates and prepare tax estimate partner statements, prepare annual PFIC statements. You will prepare year-end tax provisions and related financial statement tax disclosures for regulated investment companies. Additionally, you will prepare excise tax provision(s) and communicate the distribution requirement. You will also prepare Form 1120 RIC and 8613.

You will serve as a point of contact for your accounting expertise by ensuring compliance with all tax requirements for investment partnerships and regulated investment companies. You will research tax reporting requirements and interpret and apply tax law to various funds. Additionally, you will monitor tax agency updates and U.S. government laws; keeping abreast of any changes.

You will communicate with appropriate internal accounting teams or client teams to resolve open tax-related issues and questions.

We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.

Position Requirements

What you bring to the table:

BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent experience.

Minimum of 2 years experience in tax, preferably in the financial services industry.

Intermediate skills in Microsoft Excel.

The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.

Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.

Strong customer service skills as you will be communicating daily with internal and external clients.

Attributes we value:

A drive to broaden ones knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.

Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.

Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.

Curiosity, critical thinking and attention to detail: Whether its to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.

SEI is an Equal Opportunity Employer and so much more

Now in its 50th year, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued success. At SEI, were invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance, and access to thriving employee networks.

SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Job ID #: P29904

Location: Chesterbrook, PA

Position Category: Financial Services

Department: INVESTMENT FUND SERVICES

Employment Type: Full-time

Education Required: Bachelors Degree

Experience Required: Minimum of 2 years

Relocation Provided: No

Travel Percentage: 0


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Job Description


 Payroll Tax Specialist


Job Summary


We are seeking a Payroll Tax Specialist to join our team in the East Valley.  If you are motivated, with great time management skills and experience in handling federal, state, and local payroll tax compliance, preparation of various payroll tax payments and returns under minimal supervision then this may be the position for you.  We are committed to providing quality service to our clients and are dedicated to our loyal staff. We offer a competitive salary and great benefits package.


Primary Job Duties



  • Process daily payroll tax liability payments

  • Reconcile and prepare payroll tax returns, which includes federal, state, and local taxes

  • Process tax adjustments, tax return amendments and W2C’s as needed

  • Resolve tax notices and discrepancies by analyzing information and processing corrections, if appropriate in a timely and effective manner

  • Provide the highest level of customer service and support to clients through the assistance and resolution of payroll tax issues, questions or requests

  • Verify data for accuracy to ensure compliance with laws and regulations including organizational policies and procedures

  • Performs other duties as assigned or apparent

  • Must be results-oriented and able to handle multiple projects or tasks in a timely and effective manner

  • Must have excellent time management and organizational skills

  • Professional Employer Organization (PEO) or related industry experience preferred

  • MasterTax and HR Pyramid software experience a plus

  • Payroll tax and tax return preparation experience a plus

  • Ability to interpret and comprehend federal, multi-state, and local tax regulations as well as the ability to read, understand, and analyze highly complex regulatory payroll tax information

  • Two years multi-state and high volume payroll experience

  • Intermediate Microsoft Excel skills


Knowledge, Skills & Abilities



  • Must be results-oriented and able to handle multiple projects or tasks in a timely and effective manner

  • Must have excellent time management and organizational skills

  • Professional Employer Organization (PEO) or related industry experience preferred

  • MasterTax and HR Pyramid software experience a plus

  • Payroll tax and tax return preparation experience a plus

  • Ability to interpret and comprehend federal, multi-state, and local tax regulations as well as the ability to read, understand, and analyze highly complex regulatory payroll tax information

  • Two years multi-state and high volume payroll experience

  • Intermediate Microsoft Excel skills


Minimum Qualifications



  • Two years multi-state and high volume payroll experience

  • Intermediate Microsoft Excel skills


Company Description

As a leader in the Professional Employer Organization (PEO) industry, Vensure Employer Services provides innovative solutions for our modern clients. At Vensure Employer Services, our highly trained staff and proven technology enables us to provide risk management, payroll, employee benefits and human resources administrative services efficiently and at a lower cost to our clients. Vensure assists with the responsibilities of managing your workers’ compensation, payroll, tax preparation, medical, dental, vision, 401(k), insurance, unemployment claims, payroll taxes and all other employee-related issues, freeing up your time to manage your business. To learn more, visit http://Vensure.com.


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Job Description


 


Role and Responsibilities


Assisting with client interviews, marketing, customer relationship management and other administrative tasks. Individual will also be responsible for maintaining the client database.


 


Daily Tasks


· Answer phones, check messages, change voicemail as needed.


· Package completed returns. (Prepare, print, call clients, send via email/mail, online)


· Enter client and prospect information into Database.


· Scheduling appointments


· Online Invoicing, signatures and follow up as needed.


· Filing


· Work closely with clients and their needs.


· Payroll Processing


· Order supplies as needed.


· Light marketing involved.


 


 


Qualifications and Education Requirements


Preferred Skills


· 1-3 years experience working in a tax office or processing payroll, W-2's and 1099's


· Basic knowledge of tax law (how to prepare and explain a basic personal tax return)


· Working knowledge of Microsoft Office.


· Must have experience scheduling appointments.


· Must be timely


· Comfortable with the internet (invoicing, signatures, etc.)


· Effective communicator, both oral and written.


· Desire to interact with people.


· Detail oriented.


· Comfortable with social media.


· Ability to speak Spanish a plus.



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Job Description


Bookkeeper, Corporate, Partnership and heavy 1040 Taxation. Foreign helpful but not required.. This individual will be responsible for some Bookkeeping supervision while doing business and 990 and 1041 taxes (occasionally) and fixing associated books (mostly online).


This all around individual will be dynamic in research, client contact and able to stand out beyond their peers first in accuracy and second in speed. This person will grow with this growing company.


Qualifications: All necessary education and/or skills to meet the above needs to stand out among your peers and grow to six figures compensation as you and the firm grow.


Company Description

The firm has been in business for 40 years. We specialize in business and international tax. We offer Bookkeeping, Payroll, Tax Preparation packages and IRS Tax Problem Resolution. Overtime in busy times not necessary but rewarded. We offer a flexible schedule and believe in promoting quality of life.


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Job Description


CPA Firm


We are a boutique local CPA firm located in the Denver Tech Center in class A office space, a firm which has provided tax, litigation and valuation services to an eclectic group of clients for several decades. Currently, we are recruiting for an outgoing, inquisitive, licensed CPA with at least five years of experience in tax, business and accounting who views public accounting as his/her career. Competitive salary. No audit or travel. This position will expose the selected candidate to a variety of upper-end and regular client experiences. The ideal individual will be versed in tax planning and preparation for individual, corporate and partnership tax returns, as well as being comfortable in serving high net worth and Celebrity clients. Equally important is the ability of this candidate to help manage the office, and build strong, lasting relationships with our clients through ongoing communication and exceptional service. Because we are a small office, the selected candidate will be working independently much of the time without the hectic, interruptive pace found in large CPA firms.


The candidate should anticipate standard CPA hours during tax season and fewer hours during less hectic periods of the year. During the summer months there is a possibility of shorter days or weeks with reduced hours, naturally dependent upon the work flow. For the right person, this position could be structured as flex-time, approximating 3/4 time.


CPA duties will include, but not be limited to:



  • Preparation of Forms 1040, 1120, 1120-S, 1065, 1041, and others

  • Tax research

  • Year-end accounting complete with adjustments for business clients

  • Assisting with IRS audits

  • Review and response to notices clients receive from taxing authorities

  • Special projects which involve creativity and the ability to work with high-end clientele (we enjoy different challenges!)

  • Assisting with valuation engagements and litigation support, if you are qualified


The ideal candidate will possess the following:



  • Bachelors or Masters degree in Accounting with CPA certification and a current active license to practice

  • Proven work experience as a Certified Public Accountant

  • Experience with Excel, Outlook, and Word

  • Current expertise in CCH ProSystem fx and Electronic Workpapers

  • The ability to learn new software easily

  • Current expertise in Quickbooks, both desktop and online

  • Superior time-management skills and a proven commitment to meet deadlines

  • A warm, outgoing personality

  • Excellent analytical skills with an attention to detail

  • Integrity, with the ability to handle confidential information


Company Description

We are a boutique local CPA firm located in the Denver Tech Center in class A office space, a firm which has provided tax, litigation and valuation services to an eclectic group of clients for several decades


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Job Description


We are seeking a Tax Resolution Specialist to join the leading tech company in San Francisco! 


Duties



  • Be an expert at resolving complex payroll issues and assessments that come through service cloud, ensuring our customer’s questions are answered in an accurate, efficient and timely manner

  • Documenting, improving, and scaling the tax escalations team by implementing process automation and reducing common customer issues

  • Identify, document, and solve issues that may arise as a result of customer error or product bugs/limitations

  • Identify gaps in our policies and inefficiencies in how we work together and collaborate with sales, support, tax operations and product to define and implement improvements

  • Work with Federal and State tax agencies to resolve any customer tax issues


Company Description

Swoon connects with job candidates one-on-one to learn exactly who they are and understand which of our Fortune 1000 clients would have their dream jobs. We form relationships, not just connections, and we pride ourselves on our contractor care initiatives.

Our accomplishments continue to increase each year, and we have received some of the highest honors in the industry. We were named a “Best Staffing Firm to Temp For” by Staffing Industry Analysts in 2019, 2018, 2017, 2015 and 2014.


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Job Description


  • Responsible for the recording, summarization, preparation and analysis of business/financial transactions, reports and statements. 

  • Also responsible for the analysis of financial information and preparation of financial reports to determine or maintain records of assets, liabilities, profit and loss,  tax  liability, or other financial activities within an organization. 

  • Develops reporting and control procedures, preparation of information required for financial reporting and analysis. Other activities include managing the business planning and budgeting process. Involves identifying and controlling the-tax  related obligations of a business or enterprise.

  • Supports business activities by providing advice on financial implications related to business trends and products.

  • Incumbents responsibilities encompass all  tax-related activities, including  tax  planning,  tax  filing and compliance, and other  tax  reporting including preparation of  tax  reports for both  tax  returns and support of  tax  reporting systems.

  • Preparation of company's income and value added  taxes (VAT), includes: Advisory (e.g.,  tax

Company Description

Not only is Collabera committed to meeting and exceeding our customer’s needs, but we also are committed to our employees’ satisfaction as well. We believe our employees are the cornerstone of our success and we make every effort to ensure their satisfaction throughout their tenure with Collabera. We offer an enriching experience that promotes career growth and lifelong learning for our employees. As a result of these efforts, we have been recognized by Staffing Industry Analysts (SIA) as one of the “Best Staffing Firms to Work For” since 2012 – eight consecutive years in a row. Collabera has 60 offices with a presence in 11 countries and provides staff augmentation, managed services and direct placement services to Fortune 500 corporations across the globe.


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We are seeking a Tax Specialist to join our Tax Treasury Team. The Tax Department is relied upon by all facets of the organization including sales, new client implementation, client support and finance. The Tax Treasury Team is responsible for Cash Collection and Tax Deposits exceeding $40 billion annually. The Tax Treasury Specialist I will demonstrate a basic understanding of various collection and deposit files to ensure accurate and timely processing, while learning basic tax knowledge and tax department processes and procedures. They will assist with processing departmental metric reporting and procedural documentations. In addition, will assist in processing, EFT and EIN exchanges with Tax Agencies, Service and clients directly as necessary to process sound tax collection and deposit processes.

What you'll do:


  • Process daily Cash Collection and/or Tax Deposit files accurately and timely

  • Balance and reconcile daily Cash Collection and/or Tax deposit files to bank statements

  • Review, balance and process Tax Coupon files accurately and timely to meet agency deadlines

  • Communicate and resolve inquiries received from an agency as it pertains to payments or coupon filing as necessary

  • Assist with processing agency EFTPS and EFT Registrations to ensure sound and timely tax deposits

  • Assist with EIN Collection activities and procedures

  • Assist with metric reporting and maintenance to communicate department activities and workload to Upper Management

  • Assist with updating and maintaining team procedure guides and documents

  • Resolve Help Tickets as received by the Tax Treasury department within established SLA

  • Collaborate with internal teams to strengthen processes and deliverables

  • Keep up-to-date on latest developments as they affect tax regulations and policies

What you bring:

  • Minimum 1-3 years' experience in Payroll, Banking, Accounting or Tax Compliance

  • Bachelor's Degree in Accounting or related field preferred

  • Excellent problem solving skills and high level of attention to detail and accuracy

  • Intermediate to advanced level experience with Microsoft Excel, Word, and Outlook

  • CPP preferred #SH




See full job description

We are seeking a Tax Specialist to join our Tax Treasury Team. The Tax Department is relied upon by all facets of the organization including sales, new client implementation, client support and finance. The Tax Treasury Team is responsible for Cash Collection and Tax Deposits exceeding $40 billion annually. The Tax Treasury Specialist I will demonstrate a basic understanding of various collection and deposit files to ensure accurate and timely processing, while learning basic tax knowledge and tax department processes and procedures. They will assist with processing departmental metric reporting and procedural documentations. In addition, will assist in processing, EFT and EIN exchanges with Tax Agencies, Service and clients directly as necessary to process sound tax collection and deposit processes.

What you'll do:


  • Process daily Cash Collection and/or Tax Deposit files accurately and timely

  • Balance and reconcile daily Cash Collection and/or Tax deposit files to bank statements

  • Review, balance and process Tax Coupon files accurately and timely to meet agency deadlines

  • Communicate and resolve inquiries received from an agency as it pertains to payments or coupon filing as necessary

  • Assist with processing agency EFTPS and EFT Registrations to ensure sound and timely tax deposits

  • Assist with EIN Collection activities and procedures

  • Assist with metric reporting and maintenance to communicate department activities and workload to Upper Management

  • Assist with updating and maintaining team procedure guides and documents

  • Resolve Help Tickets as received by the Tax Treasury department within established SLA

  • Collaborate with internal teams to strengthen processes and deliverables

  • Keep up-to-date on latest developments as they affect tax regulations and policies

What you bring:

  • Minimum 1-3 years' experience in Payroll, Banking, Accounting or Tax Compliance

  • Bachelor's Degree in Accounting or related field preferred

  • Excellent problem solving skills and high level of attention to detail and accuracy

  • Intermediate to advanced level experience with Microsoft Excel, Word, and Outlook

  • CPP preferred #SH




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Job Description

Description
Position at Complyright, Inc.


Let Us Power Your Potential


 


Taylor Corporation is a dynamic, diversified company with big plans for the future ― and your career. We power our employees’ potential and strive to create opportunity and security for every member of the team. If you’re ready for something bigger ― more challenge, more variety, and more pathways for professional growth ― we should talk. We’re passionate about our work, we believe there is always a better way, and we’re looking for people like you.


 


Ready to reach your potential? It’s time to look at Taylor.


 


Your Opportunity:  ComplyRight, Inc., a Taylor Corporation company, is looking for a Market Research Analyst, to join our Legal Research Team. The position is responsible for researching federal and state government-issued business tax forms for changes and effectively communicating these changes to the Tax Product Manager to maintain compliance with ComplyRight’ s tax products and services.


 


Your Responsibilities:



  • Research federal and state government-issued business tax forms including information returns (e.g., Form W-2, Form 1099-MISC, Form 1098-E, Form 1099-DIV, etc.) issued by the IRS and other governmental agencies to identify possible changes

  • Maintain comprehensive internal database of tax forms researched, results of changes, and status of pending changes

  • Prepare and distribute internal emails summarizing research results, and help communicate changes to the Tax Product Manager and other departments

  • Respond to internal tax related questions on business tax forms including requirements on how to complete and filing requirements

  • Stay current on latest tax law changes as they apply to businesses


 


You Must Have:



  • Bachelor’s degree or equivalent work experience

  • Proficient in Microsoft Office Applications

  • Exceptional attention to detail and ability to remain focused while performing repetitive tasks

  • Excellent time management, organizational and verbal/written communication skills

  • Team player with a positive attitude and ability to also successfully work independently


 


We Would Also Prefer:



  • Good knowledge of federal and state tax laws and regulations

  • Prior payroll, tax and/or accounting experience preferred


 


 


About Taylor Corporation


Taylor Corporation is one of the top 3 graphic communications companies in North America. We solve complex communication challenges for more than half of the Fortune 500 and have a tight-knit team of 12,000 employees nationwide. Life at Taylor is fast-paced and ideal for those who love to grow. We’re also big on work-life balance and you’ll see that in our comprehensive benefits package. We offer a full range of benefits to power our employees’ potential including: health, dental, vision and life insurance; a 401(k) plan; paid time off (PTO) and holiday pay, and more.

#ZR



Company Description

Taylor Corporation is a growing, dynamic company with big plans for the future ― and our people. Family owned and proud of it, we power our employees’ potential and strive to create opportunity and security for every member of the team. We’re passionate about our work, we believe there is always a better way, and we’re in this for the long haul.


See full job description

Job Description


CPA Firm


We are a boutique local CPA firm located in the Denver Tech Center in class A office space, a firm which has provided tax, litigation and valuation services to an eclectic group of clients for several decades. Currently, we are recruiting for an outgoing, inquisitive, licensed CPA with at least five years of experience in tax, business and accounting who views public accounting as his/her career. Competitive salary. No audit or travel. This position will expose the selected candidate to a variety of upper-end and regular client experiences. The ideal individual will be versed in tax planning and preparation for individual, corporate and partnership tax returns, as well as being comfortable in serving high net worth and Celebrity clients. Equally important is the ability of this candidate to help manage the office, and build strong, lasting relationships with our clients through ongoing communication and exceptional service. Because we are a small office, the selected candidate will be working independently much of the time without the hectic, interruptive pace found in large CPA firms.


The candidate should anticipate standard CPA hours during tax season and fewer hours during less hectic periods of the year. During the summer months there is a possibility of shorter days or weeks with reduced hours, naturally dependent upon the work flow. For the right person, this position could be structured as flex-time, approximating 3/4 time.


CPA duties will include, but not be limited to:



  • Preparation of Forms 1040, 1120, 1120-S, 1065, 1041, and others

  • Tax research

  • Year-end accounting complete with adjustments for business clients

  • Assisting with IRS audits

  • Review and response to notices clients receive from taxing authorities

  • Special projects which involve creativity and the ability to work with high-end clientele (we enjoy different challenges!)

  • Assisting with valuation engagements and litigation support, if you are qualified


The ideal candidate will possess the following:



  • Bachelors or Masters degree in Accounting with CPA certification and a current active license to practice

  • Proven work experience as a Certified Public Accountant

  • Experience with Excel, Outlook, and Word

  • Current expertise in CCH ProSystem fx and Electronic Workpapers

  • The ability to learn new software easily

  • Current expertise in Quickbooks, both desktop and online

  • Superior time-management skills and a proven commitment to meet deadlines

  • A warm, outgoing personality

  • Excellent analytical skills with an attention to detail

  • Integrity, with the ability to handle confidential information


Company Description

We are a boutique local CPA firm located in the Denver Tech Center in class A office space, a firm which has provided tax, litigation and valuation services to an eclectic group of clients for several decades


See full job description

Job Description


CPA Firm


We are a boutique local CPA firm located in the Denver Tech Center in class A office space, a firm which has provided tax, litigation and valuation services to an eclectic group of clients for several decades. Currently, we are recruiting for an outgoing, inquisitive, licensed CPA with at least five years of experience in tax, business and accounting who views public accounting as his/her career. Competitive salary. No audit or travel. This position will expose the selected candidate to a variety of upper-end and regular client experiences. The ideal individual will be versed in tax planning and preparation for individual, corporate and partnership tax returns, as well as being comfortable in serving high net worth and Celebrity clients. Equally important is the ability of this candidate to help manage the office, and build strong, lasting relationships with our clients through ongoing communication and exceptional service. Because we are a small office, the selected candidate will be working independently much of the time without the hectic, interruptive pace found in large CPA firms.


The candidate should anticipate standard CPA hours during tax season and fewer hours during less hectic periods of the year. During the summer months there is a possibility of shorter days or weeks with reduced hours, naturally dependent upon the work flow. For the right person, this position could be structured as flex-time, approximating 3/4 time.


CPA duties will include, but not be limited to:



  • Preparation of Forms 1040, 1120, 1120-S, 1065, 1041, and others

  • Tax research

  • Year-end accounting complete with adjustments for business clients

  • Assisting with IRS audits

  • Review and response to notices clients receive from taxing authorities

  • Special projects which involve creativity and the ability to work with high-end clientele (we enjoy different challenges!)

  • Assisting with valuation engagements and litigation support, if you are qualified


The ideal candidate will possess the following:



  • Bachelors or Masters degree in Accounting with CPA certification and a current active license to practice

  • Proven work experience as a Certified Public Accountant

  • Experience with Excel, Outlook, and Word

  • Current expertise in CCH ProSystem fx and Electronic Workpapers

  • The ability to learn new software easily

  • Current expertise in Quickbooks, both desktop and online

  • Superior time-management skills and a proven commitment to meet deadlines

  • A warm, outgoing personality

  • Excellent analytical skills with an attention to detail

  • Integrity, with the ability to handle confidential information


Company Description

We are a boutique local CPA firm located in the Denver Tech Center in class A office space, a firm which has provided tax, litigation and valuation services to an eclectic group of clients for several decades


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Job Description


 


We have an immediate need for an experienced Payroll & Tax Specialist who will help client and lead conversion of payroll from ADP Pay-force to ADP Vantage.


 


In this role, you will leverage your expertise in ADP Vantage to perform system testing / validation of our North American payroll of 6,000 employees.  You will be the super user for ADP Vantage and will assist with training, documentation and HR data entry during our conversion period.  In addition, you will help review divestiture activities related to payroll, analyze population to identify and setup required tax jurisdictions, balances to transfer, etc. to stand up the new payroll by the "go live" date.  You will also assist in year-end payroll activities both in current state and prep for 2019 W2 first payrolls of 2020.


 


 


Job description


·         Perform Payroll and HR system testing - ADP Vantage, Oracle HCM, ADP Payforce - Earnings and Tax Calculations, Interfaces and confirm data setup.


·         Setup new payroll (analyze employee data, set up tax jurisdictions for new payroll, etc.)


·         Data analysis and validation - gather information for transfer employees, taxes and any necessary benefit balances to new entity and audit data to ensure completion / accuracy.


·         ADP Vantage payroll processing.


·         ADP Vantage HR data entry.


·         ADP Payforce payroll processing.


·         Provide training to payroll team in ADP Vantage as needed.


You are meant for this job if


·         ADP Vantage Super User (at least 5 years experience required).


·         CPP Certification required.


·         At least 10 years' experience in Payroll Tax compliance.


·         Experience in International Mobility a plus.


·         Advanced ADP reporting skills.


·         ADP Payforce experience.


·         ADP COS experience a plus.


·         Knowledge of SAP and GEOS a plust


·         Experience with ADP controlled Hours a plus.


Company Description

CTS is a full-service staffing agency specializing in placement services for engineering, design drafting, procurement, field construction and support personnel for the Refining and Petrochemical industry. Whether looking for the security of a permanent position or seeking a long or short term contract assignment, CTS can help!

CTS serves the major engineering, construction, and operating companies in the Gulf Coast Region as well as Nationwide and in Canada.


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Job Description


We are looking for a knowledgeable Payroll Tax Specialist to join our payroll department.  To be successful in this role, you should have great accuracy and efficiency with Payroll Tax and Pay processing. You must have great communication skills, and be an expert at problem resolution  and be able to report to managers.  The Payroll  tax functions are all payroll related. It's basically building reconciliations semi-monthly, monthly, quarterly, annual that will tie out to ADP's quarterly filings and deposits and the annual to the W2. Also a semimonthly gross to net recon. Heavy data entry because the pdf cant be exported as an Excel file with the proper format to do any lookups.  Strong Excel with complex formulas and worksheets that are linked to each other and other workbooks.


 


SKILLS & REQUIREMENTS



  • 3+ years Proven experience as payroll specialist or payroll manager

  • Solid understanding of accounting fundamentals and payroll best practices

  • Individual must be able to easily learn new applications, interpret and analyze payroll data, while being innovative and having the ability to adapt to change.

  • Proficient in MS Office and good knowledge of payroll software and databases

  • Proven ability to work in an organized manner with the ability to manage time effectively to meet strict deadlines, at times handling multiple tasks concurrently while maintaining proper prioritization.

  • Must be self-motivated with the capability to think and act independently with strong attention to detail as well as proactively manage opportunities for exposure.

  • Trustworthy with attention to confidentiality



  • Outstanding organizational ability with great attention to detail

  • Excellent communication skills

  • Associates or Bachelor's degree required


Company Description

A well respected leader in their industry


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Job Description


Well-established service company seeks a Payroll Tax Specialist to join their Tustin location for a 6 month project. To be successful in this role you should have great accuracy and efficiency with payroll tax and payroll processing. You must have great communication skills and be an expert at problem solving.


 


Responsibilities:


 



  • Building reconciliations semi-monthly, monthly, quarterly, annual that will tie out to ADP's quarterly filings and deposits.

  • Ensuring that ADP’s annual filings tie out to the W2.

  • Semimonthly gross to net reconciliation.

  • Heavy data entry because some of the data can’t be exported as an Excel file. 

  • Heavy Excel work using complex formulas and worksheets that are linked to each other and other workbooks.




SKILLS & REQUIREMENTS


·        3+ years relevant experience


·        Solid understanding of accounting fundamentals and payroll best practices


·        Individual must be able to easily learn new applications, interpret and analyze payroll data, while being innovative and having the ability to adapt to change.


·        Proficient in MS Office and good knowledge of payroll software and databases


·        Proven ability to work in an organized manner with the ability to manage time effectively to meet strict deadlines, at times handling multiple tasks concurrently while maintaining proper prioritization.


·        Must be self-motivated with the capability to think and act independently with strong attention to detail as well as proactively manage opportunities for exposure.


·        Trustworthy with attention to confidentiality


·        Outstanding organizational ability with great attention to detail


·        Excellent communication skills


·        Associates or Bachelor's degree preferred


 



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Job Description


I'm looking for a motivated people person who will help me grow my business. Daily activities might include greeting customers, scheduling appointments, going door-to-door making our business neighbors aware of our services, developing and distributing fliers, email and other collateral in a way that represents our serious business with a light and fun approach. Must be bi-lingual.


This is a seasonal job flexing from 10-30 hours a week beginning immediately.  Opportunities in Frederick and Germantown.



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Job Description


CPA Firm


We are a boutique local CPA firm located in the Denver Tech Center in class A office space, a firm which has provided tax, litigation and valuation services to an eclectic group of clients for several decades. Currently, we are recruiting for an outgoing, inquisitive, licensed CPA with at least five years of experience in tax, business and accounting who views public accounting as his/her career. Competitive salary. No audit or travel. This position will expose the selected candidate to a variety of upper-end and regular client experiences. The ideal individual will be versed in tax planning and preparation for individual, corporate and partnership tax returns, as well as being comfortable in serving high net worth and Celebrity clients. Equally important is the ability of this candidate to help manage the office, and build strong, lasting relationships with our clients through ongoing communication and exceptional service. Because we are a small office, the selected candidate will be working independently much of the time without the hectic, interruptive pace found in large CPA firms.


The candidate should anticipate standard CPA hours during tax season and fewer hours during less hectic periods of the year. During the summer months there is a possibility of shorter days or weeks with reduced hours, naturally dependent upon the work flow. For the right person, this position could be structured as flex-time, approximating 3/4 time.


CPA duties will include, but not be limited to:



  • Preparation of Forms 1040, 1120, 1120-S, 1065, 1041, and others

  • Tax research

  • Year-end accounting complete with adjustments for business clients

  • Assisting with IRS audits

  • Review and response to notices clients receive from taxing authorities

  • Special projects which involve creativity and the ability to work with high-end clientele (we enjoy different challenges!)

  • Assisting with valuation engagements and litigation support, if you are qualified


The ideal candidate will possess the following:



  • Bachelors or Masters degree in Accounting with CPA certification and a current active license to practice

  • Proven work experience as a Certified Public Accountant

  • Experience with Excel, Outlook, and Word

  • Current expertise in CCH ProSystem fx and Electronic Workpapers

  • The ability to learn new software easily

  • Current expertise in Quickbooks, both desktop and online

  • Superior time-management skills and a proven commitment to meet deadlines

  • A warm, outgoing personality

  • Excellent analytical skills with an attention to detail

  • Integrity, with the ability to handle confidential information


Company Description

We are a boutique local CPA firm located in the Denver Tech Center in class A office space, a firm which has provided tax, litigation and valuation services to an eclectic group of clients for several decades


See full job description

Job Description


 


Restaurant Solutions, Inc. (RSI)is proud to say that we are the largest independent Hospitality focused Accounting, Financial and Operational Management firm in the USA!! We’re led by a passionate group of industry experts where the number one concern is making the lives of our clients’ easier and having as much fun along the way as possible. We are headquartered in Littleton, CO in fact; we were voted a Top Workplace by the Denver Post the past 8 years!!RSI is a privately-held company that has consistently grown the last 12 years. Oh yeah, we’re hoping that you have a dog that you’d like to bring to work as we’re a dog friendly environment! Into Yoga or Kickboxing? RSI has an onsite employee gym and yoga facility complete with Kickboxing, Yoga and Boot Camp instructors.


JOB DESCRIPTION



  • Process weekly, monthly, quarterly and annual State Withholding and Sales Tax accounts for our national client base

  • Research State Tax Laws to ensure we are providing our clients with the most accurate information possible

  • Execute the calculation and payment of Taxes for your assigned clients

  • Continually improve your knowledge regarding best practices for Tax Processing

  • Provide a high-level of customer service at all times


ESSENTIAL SKILLS, EDUCATION AND EXPERIENCE



  • Knowledge of basic accounting concepts and principles

  • Able to exhibit a high level of confidentiality

  • Must be able to identify and resolve problems in a timely manner

  • Strong verbal and written communication skills

  • Strong customer service skills

  • Strong computer skills

  • Must work well in a team environment

  • Must be detail oriented


PREFERRED SKILLS AND EXPERIENCE



  • General knowledge of State Withholding, Sales Tax and Federal/State Tax law

  • Previous experience in tax related field

  • Customer Service Experience


This is full time position with hours alternating between 8am-6pm Monday thru Thursday (Fridays off) and 8am-5pm Monday thru Thursday and 8am-12pm on Friday. An excellent benefits package is offered following 60 days of employment. This includes a 4% company match to a 401K, medical insurance with a generous employer contribution, employer-paid life and long term disability insurance and much more! Our office is very casual and creative, but highly productive.


Company Description

Restaurant Solutions, Inc. (RSI) is a financial and operational management company specializing in the hospitality industry headquartered in Littleton, CO. RSI services include bookkeeping & accounting services, inventory management systems, payroll services, and enterprise management systems. We are a young company experiencing strong growth and we were voted a Top Workplace by the Denver Post the past several years!


See full job description

Job Description


CPA Firm


We are a boutique local CPA firm located in the Denver Tech Center in class A office space, a firm which has provided tax, litigation and valuation services to an eclectic group of clients for several decades. Currently, we are recruiting for an outgoing, inquisitive, licensed CPA with at least five years of experience in tax, business and accounting who views public accounting as his/her career. Competitive salary. No audit or travel. This position will expose the selected candidate to a variety of upper-end and regular client experiences. The ideal individual will be versed in tax planning and preparation for individual, corporate and partnership tax returns, as well as being comfortable in serving high net worth and Celebrity clients. Equally important is the ability of this candidate to help manage the office, and build strong, lasting relationships with our clients through ongoing communication and exceptional service. Because we are a small office, the selected candidate will be working independently much of the time without the hectic, interruptive pace found in large CPA firms.


The candidate should anticipate standard CPA hours during tax season and fewer hours during less hectic periods of the year. During the summer months there is a possibility of shorter days or weeks with reduced hours, naturally dependent upon the work flow. For the right person, this position could be structured as flex-time, approximating 3/4 time.


CPA duties will include, but not be limited to:



  • Preparation of Forms 1040, 1120, 1120-S, 1065, 1041, and others

  • Tax research

  • Year-end accounting complete with adjustments for business clients

  • Assisting with IRS audits

  • Review and response to notices clients receive from taxing authorities

  • Special projects which involve creativity and the ability to work with high-end clientele (we enjoy different challenges!)

  • Assisting with valuation engagements and litigation support, if you are qualified


The ideal candidate will possess the following:



  • Bachelors or Masters degree in Accounting with CPA certification and a current active license to practice

  • Proven work experience as a Certified Public Accountant

  • Experience with Excel, Outlook, and Word

  • Current expertise in CCH ProSystem fx and Electronic Workpapers

  • The ability to learn new software easily

  • Current expertise in Quickbooks, both desktop and online

  • Superior time-management skills and a proven commitment to meet deadlines

  • A warm, outgoing personality

  • Excellent analytical skills with an attention to detail

  • Integrity, with the ability to handle confidential information


Company Description

We are a boutique local CPA firm located in the Denver Tech Center in class A office space, a firm which has provided tax, litigation and valuation services to an eclectic group of clients for several decades


See full job description

Job Description


CPA Firm


We are a boutique local CPA firm located in the Denver Tech Center in class A office space, a firm which has provided tax, litigation and valuation services to an eclectic group of clients for several decades. Currently, we are recruiting for an outgoing, inquisitive, licensed CPA with at least five years of experience in tax, business and accounting who views public accounting as his/her career. Competitive salary. No audit or travel. This position will expose the selected candidate to a variety of upper-end and regular client experiences. The ideal individual will be versed in tax planning and preparation for individual, corporate and partnership tax returns, as well as being comfortable in serving high net worth and Celebrity clients. Equally important is the ability of this candidate to help manage the office, and build strong, lasting relationships with our clients through ongoing communication and exceptional service. Because we are a small office, the selected candidate will be working independently much of the time without the hectic, interruptive pace found in large CPA firms.


The candidate should anticipate standard CPA hours during tax season and fewer hours during less hectic periods of the year. During the summer months there is a possibility of shorter days or weeks with reduced hours, naturally dependent upon the work flow. For the right person, this position could be structured as flex-time, approximating 3/4 time.


CPA duties will include, but not be limited to:



  • Preparation of Forms 1040, 1120, 1120-S, 1065, 1041, and others

  • Tax research

  • Year-end accounting complete with adjustments for business clients

  • Assisting with IRS audits

  • Review and response to notices clients receive from taxing authorities

  • Special projects which involve creativity and the ability to work with high-end clientele (we enjoy different challenges!)

  • Assisting with valuation engagements and litigation support, if you are qualified


The ideal candidate will possess the following:



  • Bachelors or Masters degree in Accounting with CPA certification and a current active license to practice

  • Proven work experience as a Certified Public Accountant

  • Experience with Excel, Outlook, and Word

  • Current expertise in CCH ProSystem fx and Electronic Workpapers

  • The ability to learn new software easily

  • Current expertise in Quickbooks, both desktop and online

  • Superior time-management skills and a proven commitment to meet deadlines

  • A warm, outgoing personality

  • Excellent analytical skills with an attention to detail

  • Integrity, with the ability to handle confidential information


Company Description

We are a boutique local CPA firm located in the Denver Tech Center in class A office space, a firm which has provided tax, litigation and valuation services to an eclectic group of clients for several decades


See full job description

Job Description


CPA Firm


We are a boutique local CPA firm located in the Denver Tech Center in class A office space, a firm which has provided tax, litigation and valuation services to an eclectic group of clients for several decades. Currently, we are recruiting for an outgoing, inquisitive, licensed CPA with at least five years of experience in tax, business and accounting who views public accounting as his/her career. Competitive salary. No audit or travel. This position will expose the selected candidate to a variety of upper-end and regular client experiences. The ideal individual will be versed in tax planning and preparation for individual, corporate and partnership tax returns, as well as being comfortable in serving high net worth and Celebrity clients. Equally important is the ability of this candidate to help manage the office, and build strong, lasting relationships with our clients through ongoing communication and exceptional service. Because we are a small office, the selected candidate will be working independently much of the time without the hectic, interruptive pace found in large CPA firms.


The candidate should anticipate standard CPA hours during tax season and fewer hours during less hectic periods of the year. During the summer months there is a possibility of shorter days or weeks with reduced hours, naturally dependent upon the work flow. For the right person, this position could be structured as flex-time, approximating 3/4 time.


CPA duties will include, but not be limited to:



  • Preparation of Forms 1040, 1120, 1120-S, 1065, 1041, and others

  • Tax research

  • Year-end accounting complete with adjustments for business clients

  • Assisting with IRS audits

  • Review and response to notices clients receive from taxing authorities

  • Special projects which involve creativity and the ability to work with high-end clientele (we enjoy different challenges!)

  • Assisting with valuation engagements and litigation support, if you are qualified


The ideal candidate will possess the following:



  • Bachelors or Masters degree in Accounting with CPA certification and a current active license to practice

  • Proven work experience as a Certified Public Accountant

  • Experience with Excel, Outlook, and Word

  • Current expertise in CCH ProSystem fx and Electronic Workpapers

  • The ability to learn new software easily

  • Current expertise in Quickbooks, both desktop and online

  • Superior time-management skills and a proven commitment to meet deadlines

  • A warm, outgoing personality

  • Excellent analytical skills with an attention to detail

  • Integrity, with the ability to handle confidential information


Company Description

We are a boutique local CPA firm located in the Denver Tech Center in class A office space, a firm which has provided tax, litigation and valuation services to an eclectic group of clients for several decades


See full job description

Job Description


 This is a temporary opportunity with a CPA firm in Boulder to work seasonally. Ongoing seasonal support year after year would be preferable.


Why this position:



  • Work for a laid back Boulder company with solid roots and a great reputation

  • Work among a team of 20 full time staff


What you'll be doing:



  • Tax preparing for both small businesses and individuals

  • Seasonal tax prep work starting mid January through mid April and if possible returning part time through the Fall tax season, mid August through mid October and repeat the following year


What's required:



  • CPA highly preferred

  • 2+ years of experience with tax prep work for another CPA firm or public accounting firm



See full job description
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