Tax Senior

Clients range from family-owned businesses to companies with several billion in revenue. Founded in 1991, we now have 630 employees. Remote work is fine outside busy season, and most people come in two or three days a week.

Job summary

We are adding headcount to this team, so this is a new seat. Ridgeview Certified Public Accountants serves business owners and high-net-worth individuals. Busy season runs January through April 15, with a second push in September and October. Remote within the US. The team meets in Charlotte once a quarter, travel covered. Normal working hours, Monday to Friday. You will need a reliable internet connection and a quiet place to work.

What you'll do

• Communicate with clients by phone and email on routine questions
• Gather client documents and follow up on missing items
• Prepare Forms 1040, 1065, 1120-S and related state returns
• Reconcile book-to-tax differences and prepare workpapers
• Train and review the work of seasonal and junior staff
• File extensions and track deadlines in the practice management system

Required qualifications

• Solid Excel skills
• Bachelor's degree in accounting
• Comfortable working extended hours from February through April 15
• Working knowledge of individual and pass-through entity taxation
• Clear written communication for client emails and memos
• Experience with CCH Axcess, UltraTax, Lacerte or GoSystem

Preferred

• Checkpoint or another tax research tool
• Real estate partnership clients
• Multi-state return experience
• Trust and estate returns (Form 1041)

What you get

• Medical, dental and vision insurance
• 401(k) with a 100% match up to 5%
• Paid parental leave
• Professional development budget

Ridgeview Certified Public Accountants provides equal employment opportunities to all employees and applicants.

Please include a short note on why this role interests you.

Start: Within 30 days.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Ridgeview Certified Public Accountants.