Job Description

Job Description

Job Description

Responsibilities:

• Prepare and file federal and state tax returns for S corporations, partnerships, trusts, estates, and a limited number of C corporations with a high level of accuracy.

• Manage payroll tax and sales tax compliance, including reconciliations, reporting, and resolution of discrepancies before submission.

• Examine incomplete or poorly organized financial information from multiple source systems and convert it into reliable records for tax reporting.

• Interpret K-1 reporting from tiered ownership structures and apply appropriate state and local income allocation methods.

• Advise on tax considerations tied to non-routine events such as ownership changes, distributions, elections, and asset sales.

• Work closely with clients and colleagues to obtain supporting documentation, clarify accounting activity, and resolve open tax questions.

• Prepare quarterly estimated tax calculations and related filings when required for assigned entities.

• Complete additional state-level compliance items, including personal property tax declarations and other jurisdiction-specific filings.

• Use Excel and financial analysis skills to reconcile balances, identify inconsistencies, and support accurate return preparation.

• At least 3 years of experience in tax preparation or tax accounting.
• Demonstrated experience preparing partnership, S corporation, trust, and estate tax returns.
• Working knowledge of payroll tax and sales and use tax filing requirements, including account reconciliation.
• Ability to review disorganized financial records and determine the adjustments needed for compliant tax reporting.
• Familiarity with K-1 analysis and multi-entity structures involving state and local tax allocation.
• Intermediate Excel skills and comfort performing financial review and analysis.
• Strong problem-solving skills with the ability to evaluate complex tax situations and recommend practical solutions.

Job Tags

Local area

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