Company Description
Our firm, OZ Tax Prep, LLC, prepares tax returns for High Net Worth (“HNW”) clients with small to midsize businesses that are taking advantage of the federal Opportunity Zone tax incentive. We are in our third year of business and are rapidly growing as a tax practice.
Role Description
This is a full-time role for a Senior Tax Accountant. The Senior Tax Accountant will be responsible for preparing hundreds of partnership, S-Corp, and individual tax returns (1065, 1120-S, 1040) for HNW clients, most of whom have real estate investments designed to take advantage of the federal Opportunity Zone (“OZ”) tax incentive. The role involves lots of tax return preparation, direct correspondence with clients (>75 clients), tax research, and tax strategy/planning.
This individual will be the first full-time hire for our firm and will operate in an entrepreneurial capacity. They will learn how to manage and run a small tax practice that is growing fast.
The person in this role will become highly skilled in preparing tax returns for small and midsize businesses, will gain deep technical knowledge of the OZ tax incentive, will develop interpersonal skills from frequent and direct interaction with clients, and more.
The salary for this role is competitive and includes benefits. We are looking for a long-term hire that will work their way into an equity partner position at our firm.
Company Website: https://www.oztaxesprep.com/
Qualifications
Accounting Degree
Hardworking and good work ethic
CPA (or working towards a CPA) is a plus
Public accounting experience is a plus
Understanding and/or experience with any of the below are preferred
Strong accounting skills
Microsoft Excel
Partnership Tax Concepts
Quickbooks bookkeeping software
If you are interested in this role, please email your resume to rishabhcpa@oztaxprep.com.
