Tax Associate - State and Local

About the company

Clients use us for monthly close, financial statements, sales tax filings and QuickBooks Online cleanup.

Position summary

The Tax Associate - State and Local prepares federal and state returns for individuals, partnerships and S corporations at a regional CPA firm. We use CCH Axcess Tax and CCH ProSystem fx Engagement. Experience with either helps. Remote position. Most of the team is in Peoria, but nobody is required to come in. Weekday working hours, with room to shift your day when needed. Day-to-day communication is in Slack and Google Meet.

What you'll be doing

• Prepare Forms 1040, 1065, 1120-S and related state returns.
• Calculate quarterly estimated tax payments.
• Reconcile book-to-tax differences and prepare workpapers.
• Handle sales and use tax and payroll tax filings for business clients.
• Train and review the work of seasonal and junior staff.
• Gather client documents and follow up on missing items.
• Assist with year-end tax planning projections.

About you

• 1+ years of tax preparation experience in public accounting or corporate tax.
• Experience with CCH Axcess, UltraTax, Lacerte or GoSystem.
• Organized with dozens of returns in progress at once.
• Progress toward a CPA or EA license, or plans to sit.

Why work with us

Pay: $63,000 - $84,000 a year

• Medical, dental and vision insurance.
• 401(k) with 4% match.
• Paid sick leave.
• Dental insurance.
• Employee assistance program.
• Vision insurance.

Start: Flexible.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at DR Tax Services.