Tax Associate, State and Local

We provide audit, tax and advisory services to private companies, public entities and nonprofits. Our industry groups cover construction, healthcare, manufacturing, real estate and financial institutions.

Position summary

The Tax Associate, State and Local prepares federal and state returns for individuals, partnerships and S corporations at a regional CPA firm. Remote, open to candidates across the US. You can set your own hours around a daily morning check-in. You will write a lot of updates, so clear written English is important.

Duties

• Assist with year-end tax planning projections
• Prepare Forms 1040, 1065, 1120-S and related state returns
• Train and review the work of seasonal and junior staff
• File extensions and track deadlines in the practice management system
• Handle sales and use tax and payroll tax filings for business clients
• Review K-1s and track basis for partners and shareholders
• Respond to IRS and state notices on behalf of clients

Skills and experience

• 1-2 years of tax preparation experience in public accounting or corporate tax
• Working knowledge of individual and pass-through entity taxation
• Experience with CCH Axcess, UltraTax, Lacerte or GoSystem

Desirable

• ASC 740 tax provision experience
• Real estate partnership clients
• Checkpoint or another tax research tool

Pay and benefits

Salary: $63,000-$81,000 per year

• Medical, dental and vision insurance
• 401(k) with a 100% match up to 5%
• Paid holidays
• Referral program

Southgate Advisors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Start: Within 30 days.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Southgate Advisors, LLC.