Tax Accountant/Tax Strategist

Job Overview

We are seeking a dynamic and detail-oriented Tax Accountant/Tax Strategist to join our team and drive our tax planning, compliance, and strategic initiatives. In this role, you will leverage your expertise in tax laws, accounting principles, and financial analysis to optimize tax positions and ensure adherence to regulatory requirements. Your proactive approach will help shape our financial strategies, support mergers and acquisitions, and enhance overall financial performance. This position offers an exciting opportunity to work across diverse industries, including corporate accounting, estate planning, and financial services, contributing to our mission of delivering innovative financial solutions.

Duties

• Prepare and review complex tax returns for individuals, corporations, partnerships, and non-profit organizations, ensuring compliance with federal, state, and local regulations.
• Develop comprehensive tax strategies that align with business goals, including estate planning, mergers & acquisitions, and investment structuring.
• Conduct detailed analysis of financial statements using GAAP (Generally Accepted Accounting Principles) to identify tax implications and opportunities for savings.
• Assist with regulatory reporting requirements such as SOX (Sarbanes-Oxley Act) compliance and coordinate audits related to tax matters.
• Provide expert guidance on securities law, LIHTC (Low-Income Housing Tax Credit), and other specialized tax credits or incentives relevant to the organization’s projects.
• Support financial report writing and interpretation by analyzing balance sheets, income statements, and cash flow statements for accurate tax provisioning.
• Utilize various accounting software tools like QuickBooks, Xero, Sage, and other financial software to maintain accurate records including general ledger reconciliation, accounts payable processing, and asset management.
• Collaborate with cross-functional teams on budgeting, financial planning, and analysis to optimize tax efficiencies across all departments.

Skills

• Extensive knowledge of tax accounting principles combined with strong understanding of estate planning, wills & trusts law, securities law, and non-profit accounting.
• Proficiency in accounting software such as QuickBooks, Xero, Sage, along with experience in double-entry bookkeeping and general ledger reconciliation.
• Solid understanding of GAAP standards along with technical accounting skills related to mergers & acquisitions and private equity transactions.
• Demonstrated ability in financial analysis, report interpretation, asset management, and regulatory reporting requirements.
• Excellent analysis skills with a keen eye for detail in account reconciliation and financial statement preparation.
• Strong communication skills for clear financial report writing and explaining complex tax concepts to diverse audiences.
• Experience working within SOX compliance frameworks and performing audits related to public accounting or corporate environments.
• Ability to manage multiple priorities efficiently while maintaining accuracy in a fast-paced setting involving sales strategies or investment activities. Join us if you’re passionate about leveraging your tax expertise to influence strategic decisions while working in a vibrant environment dedicated to excellence in financial services!

Pay: $62,368.00 - $86,892.44 per year

Benefits

• 401(k)
• Continuing education credits
• Flexible schedule
• Health insurance
• Paid training

Work Location: In person