Virtual CFO, Tax Supervisor

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

📋 Description

• Prepare and review Federal, State, and Local tax returns accurately and promptly.

• Assist with tax planning and projections for both corporate and partnership clients.

• Review and address government notices effectively.

• Communicate the results of tax preparation and planning recommendations to clients.

• Research tax-related issues and analyze governmental notices, preparing necessary responses.

• Identify opportunities for tax savings and collaborate with the Tax Manager and Tax Director on planning strategies.

• Build and sustain strong client relationships through prompt communication and high-quality service.

• Mentor, develop, and guide tax professionals.

• Prepare and review tax returns for CFOs, partnerships, shareholders, and partners.

• Review tax work completed by Entigrity staff and provide timely feedback.

• Assist the Tax Manager with technical reviews and the preparation of analytical reviews.

• Attend weekly Pod meetings to identify tax planning opportunities, research requirements, and upcoming client deliverables.

• Coordinate with Virtual CFOs, accountants, and the Tax Manager to fulfill tax-related deliverables.

• Assist with calculations for estimated tax payments and the preparation of tax planners.

• Organize meetings with the CFO, client, and Tax Manager concerning tax matters.

• Assist with the preparation of 1099 forms and conduct fixed asset reviews.

• Coordinate responses to client tax notices and information requests.

⛳️ Requirements

• Strong understanding of corporate, partnership, and individual taxation.

• Excellent project management and organizational abilities.

• Outstanding written and verbal communication skills.

• Capability to manage multiple client engagements and prioritize competing demands.

• Strong analytical and problem-solving competencies.

• Proven ability to build client relationships and deliver exceptional client service.

• Proficiency in Microsoft Office, especially Excel and Word.

• Ability to work independently while effectively collaborating with the VCFO team.

• Bachelor's degree in Accounting is required.

• CPA license is preferred and must be active.

• Approximately 5–7 years of tax experience in preparing corporate, partnership, and individual tax returns.

• Public accounting experience is preferred.

• Familiarity with CCH Axcess Tax, ProSystem fx Fixed Assets, BNA Income Tax Planner, or similar tax software is preferred.

• Must have authorization to work in the United States both now and in the future without requiring sponsorship.

🏝️ Benefits

• Opportunities for professional development.

• Benefits that support mental, physical, and financial wellness.

• Work Flex program allowing for work at the Chesterfield office, Downtown St. Louis office, remotely, or through a hybrid approach.

• Flexibility to switch between different work arrangement options.

• A welcoming and collaborative culture.

• Inclusion Network.