Tax Senior

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.

Southgate Advisors serves business owners and high-net-worth individuals. Busy season runs January through April 15, with a second push in September and October. Good fit for someone with two or three tax seasons behind them who wants to work toward reviewing returns. You can work from home anywhere in the US. We have no office requirement. You can set your own hours around a daily morning check-in. We use Slack, Notion and Google Meet. Cameras on for team calls.

What you'll do

Maintain organized workpapers in CCH Engagement or a similar system. Respond to IRS and state notices on behalf of clients. Prepare Forms 1040, 1065, 1120-S and related state returns. Reconcile book-to-tax differences and prepare workpapers. Calculate quarterly estimated tax payments. Train and review the work of seasonal and junior staff.

Minimum qualifications

5-7 years of tax preparation experience in public accounting or corporate tax. Working knowledge of individual and pass-through entity taxation. Bachelor's degree in accounting. Experience with CCH Axcess, UltraTax, Lacerte or GoSystem.

Nice to have

ASC 740 tax provision experience.

Compensation and benefits

Compensation: $109,000 - $128,000 per year

Health insurance. 401(k) with 4% match. 12 weeks of paid parental leave. Tuition reimbursement. Paid holidays. Cell phone reimbursement.

EOE. We participate in E-Verify.

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

Start: Immediately.

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