Tax Senior, Business Entities

This is a fully remote position, open to applicants in New York.

📋 Description

• Prepare, review, sign, and submit Forms 1065, 1120, and 1120-S for businesses owned by expatriates.

• Manage the complete tax process for US business entities.

• Evaluate returns prepared by colleagues and offer learning experiences for the team.

• Handle Forms 5471, 8865, and 8858, along with GILTI, subpart F, and foreign trust reporting, with training available if necessary.

• Communicate directly with clients via phone and video to clarify situations, discuss entity returns, deliver completed work, and identify additional filing requirements.

• Guide and enhance the skills of Tax Team members towards independent entity preparation.

• Prepare individual expatriate returns and international filings in between entity deadlines.

• Document entity standards, review checklists, and common fact patterns.

• Collaborate with Learning and Development on technical training and skill enhancement.

⛳️ Requirements

• Approximately four to eight years of experience in US tax with a strong focus on entity work.

• CPA or EA designation required, must be active and in good standing.

• Must possess a current PTIN and be eligible to sign as a paid preparer.

• Experience with Forms 1065, 1120, and 1120-S is essential.

• Understanding of partner and shareholder basis.

• Familiarity with K-1 and K-2/K-3 reporting.

• Working knowledge of controlled foreign corporation and foreign partnership regulations.

• Direct client interaction via phone and video is necessary.

• Comfortable operating in a cloud-based practice environment.

• Professional fluency in English, both written and spoken.

• Ability to navigate the US filing calendar.

• If managing an independent practice, it cannot be a secondary engagement; full commitment is required throughout the filing calendar.

🏝️ Benefits

• Fully remote work setup.

• Independent contractor position.

• Flexible and autonomous work environment that allows for independent decision-making.

• Training available for international tax filings if necessary.

• Opportunities for mentoring and skill development.

• No responsibilities for sales or business development.