Tax Accountant - Military veterans preferred

2024-06-22
Club Capital LLC
Other

/yr

  full-time   part-time   employee   contract


Bethesda
Maryland
United States

Job Description Job Description Benefits: Fully Remote 401(k) 401(k) matching Competitive salary Dental insurance Health insurance Paid time off Vision insurance Club Capital Club Capital LLC is a rapidly growing business management services firm, providing: accounting, tax, and digital marketing solutions to clients across the country. We provide a cloud-based financial infrastructure to our clients including tax services, payroll, bookkeeping, industry analytics, and bench-marking services. Our success is fueled by empowering our clients to achieve their full potential as small business owners and entrepreneurs. Club Capital is dedicated to empowering our employees to achieve their utmost potential and drive growth professionally and personally. We achieve this by fostering an environment that thrives on honesty, integrity, transparency, curiosity, and humility We are a remote first organization to foster work/life balance. Club Capital Tax Division Our Tax Division is responsible for: tax planning, preparation, and filing of both individual and company tax returns for Club Capital Clients. This is a full time role as strategic tax planning has no season. Overview of Position: As a Tax Accountant at Club Capital you will responsible for ensuring timely and accurate delivery of taxes within your client portfolio. This position requires solid technical knowledge of both personal and business tax returns, and the ability to work with a minimum of assistance, making decisions on all but the most unusual matters. Our Tax Accountants may lead and instruct staff accountants in the work to be performed, review work, and direct revisions. Responsibilities: Client Engagement Ability to engage with clients to discuss their tax situation, options for tax savings and optimization, tax season preparation, and the ultimate delivery of the clients tax return(s). Conduct ongoing consultations and planning sessions with our clients Prepare our clients for tax season and take actions on areas where they can optimize their tax returns Manages the tax planning check-ins with clients Ensures that their respective team members are executing on the work required to ensure the above are met Tax Compliance Own the completeness, accuracy, and tax optimization for your client portfolio. Scope out the work required to complete the tax return(s) Review and approve the returns prepared by your team Adjust, where required, any representations on the tax return Identify and mitigate tax risks Coordinate accounting staff and assess their performance To be successful in this role, youll need to: Be completely obsessed with positive client outcomes: At Club Capital, were obsessed with ensuring our clients have the best possible outcome for their business and their lives. You are up to date on the latest tax code and excited to see routine changes to policies and communicate them to your clients. You are eager to develop a trusted partner relationship and to focus on personalized service so that you can: understand your clients business, analyze each scenario, and make personalized accounting advice. You are a top notch communicator. You adhere to a consultative approach, always listening first with empathy so that you can earn your clients trust. You are comfortable building relationships and presenting information by phone or in writing. You are a problem solver, analytical thinker, and collaborative. Mentorship & Training: You should have the ability and interest in building up the team around you. Ability to coach, train, and mentor team members. Ability to manage a high volume of clients with poise. A tax accountant can expect a client portfolio of up to 150 clients in a given tax season. Requirements: Active/valid certified public accountants (CPA) license or enrolled agent (EA) REQUIRED Minimum of 3 years experience as a Tax Accountant reviewing business tax filings Excellent knowledge of tax accounting, tax compliance, and varying tax returns Experience with 990 tax preparation is highly preferred Knowledge of tax software and MS Office Good at meeting deadlines and solving problems Exceptional client service along with the ability to develop excellent client relationships Strong leadership and personnel management skills Analytical skills with detail orientation BS in Accounting or MS in Taxation Additional Information: Competitive Salary, Medical, Dental, Vision, 410K with company match. Generous PTO and paid holidays. Salary: Based on experience and licensing Club Capital LLC is an equal opportunity employer. This is a remote position.