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To Apply Now - email your resume to job-knemkq7d-1e4ngrk82rw3kdm@sagedata.io
Who: An experienced tax professional with at least 3 years of public accounting experience.
What: Prepare and review tax returns for individuals, LLCs, and corporations while supporting client financial planning.
When: Position available immediately.
Where: Remote.
Why: Help guide clients through complex financial decisions with opportunities to grow tax and financial planning expertise.
Office Environment: Collaborative, team-oriented, and paperless, with a strong emphasis on technology and client service.
Salary: Commensurate with experience.
Position Overview:
We're seeking an Accountant to join a professional services team that supports growing businesses and high-net-worth individuals. This role focuses on tax preparation and advisory while offering broader exposure to financial planning services including estate, succession, and retirement planning.
Key Responsibilities:
● Prepare and review individual, LLC, S corp, and C corp tax returns
● Communicate with clients and tax authorities
● Provide high-quality tax services and strategic financial advice
● Collaborate with team members in a fast-paced, cloud-based environment
● Contribute to client acquisition and business development efforts
Qualifications:
● Bachelor’s degree in Accounting (MBA preferred)
● Minimum of 3 years of tax preparation experience
● Strong technical tax knowledge and research skills
● Excellent verbal, written, and presentation skills
● Proficiency in QuickBooks, Microsoft Office Suite, Ultra Tax
● Self-motivated, detail-oriented, and highly organized
If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
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