Tax Specialist

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.

Job summary:

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. Busy season hours are about 55 per week. Summers are lighter, with half-day Fridays June through August. Remote position. Most of the team is in Amarillo, but nobody is required to come in. Normal working hours, Monday to Friday.

Main duties:

• Respond to IRS and state notices on behalf of clients
• Gather client documents and follow up on missing items
• Prepare Forms 1040, 1065, 1120-S and related state returns
• Handle sales and use tax and payroll tax filings for business clients
• Assist with year-end tax planning projections
• Review K-1s and track basis for partners and shareholders
• Train and review the work of seasonal and junior staff
• Maintain organized workpapers in CCH Engagement or a similar system

What you need:

• 2-4 years of tax preparation experience in public accounting or corporate tax
• Solid Excel skills
• Progress toward a CPA or EA license, or plans to sit
• Experience with CCH Axcess, UltraTax, Lacerte or GoSystem
• Clear written communication for client emails and memos
• Bachelor's degree in accounting
• Organized with dozens of returns in progress at once

Nice to have:

• Trust and estate returns (Form 1041)
• Multi-state return experience
• Checkpoint or another tax research tool
• CPA or Enrolled Agent (EA)

Expected salary range: $95,000 - $110,000 a year, plus bonus eligibility.

Perks and benefits:

• Health savings account (HSA) with employer contribution
• 401(k) with a 100% match up to 5%
• 12 weeks of paid parental leave
• Employee discount
• Flexible schedule

We are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Most hires start within two to three weeks of an offer.

Start: Immediately.

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