Tax Team Lead

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead and manage the preparation and review of individual, partnership, corporate, and nonprofit tax returns.

• Oversee the daily workflow, assignments, priorities, deadlines, and workloads of the tax team.

• Act as a technical resource for Tax Associates, addressing tax and accounting inquiries.

• Mentor, train, and facilitate the professional growth of Tax Associates.

• Assist in onboarding and training new Tax Associates.

• Monitor tax deadlines and outstanding client information; identify delays and create solutions.

• Support management in staffing, workload, and resource planning during peak tax periods.

• Prepare and review Forms 1040, 1065, 1120, and 990.

• Conduct secondary and final reviews of tax returns.

• Research and resolve intricate tax issues while staying updated on federal, state, and local tax laws.

• Assist with compliance-related reporting requirements.

• Communicate with clients regarding tax inquiries, missing information, and technical issues.

• Collaborate with clients, internal stakeholders, departments, and leadership.

• Enhance tax preparation processes, workflows, and procedures.

• Develop and maintain internal tax procedures, checklists, training materials, and resources.

• Troubleshoot Lacerte issues and provide technical assistance.

• Address QuickBooks, payroll, and accounting-related inquiries.

• Process general ledger transactions and journal entries.

• Manage and reconcile commission revenues.

• Handle accounts payable payments and accounts receivable receipts.

• Monitor cash balances across multiple entities.

• Participate in month-end closing and resolve accounting discrepancies.

• Assist in the preparation and review of internal financial statements.

• Support firm initiatives and special projects.

• Travel up to 10% as required.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, or Business Administration is mandatory.

• Must possess a current Certified Public Accountant (CPA) or IRS Enrolled Agent (EA) designation.

• At least 5 years of experience in tax preparation, including Forms 1040, 1065, 1120, and 990.

• Preferred experience in reviewing tax returns, providing technical guidance, or leading tax workflows.

• Preferred experience with accounts payable, accounts receivable, and general ledger tasks.

• Proficient in Microsoft Office Suite, especially Excel.

• Familiarity with Lacerte, TaxDome, QuickBooks, NetSuite, or similar tax and accounting software.

• Strong understanding of tax compliance, accounting principles, and financial reporting.

• Excellent analytical, problem-solving, and organizational abilities.

• Strong verbal and written communication skills.

• Demonstrated leadership, professionalism, ethical judgment, and meticulous attention to detail.

• Capable of managing multiple priorities and meeting deadlines in a dynamic environment.

• Willingness to travel up to 10% as required.

• Successful completion of all pre-employment requirements, which may include a criminal background check and credit history review, as permitted by law.

• Preference will be given to candidates located in Eastern or Central U.S. time zones.

🏝️ Benefits

• Competitive Compensation.

• Health Insurance Plans (PPO, HSA, Copay Options).

• Dental Insurance.

• Vision Insurance.

• Company Paid Disability Insurance.

• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance.

• 401(k) with Safe Harbor Match.

• Paid Time Off.

• Paid Holidays.

• Remote work environment.