Seasonal Tax Reviewer

Seasonal Tax Reviewer

10 Dec 2024
Virginia, Remote 00000 Remote USA

Seasonal Tax Reviewer

Come join MillerMusmar CPAs an award-winning CPA firm located in Reston, Virginia. We were awarded one of the Top Accounting Firms to work for by the Washington Business Journal as well as a Great Place to Work in 2018.We have been providing quality client services for over 25 years!We are a full-service firm specialize in accounting, tax, assurance, and management advisory services. We have a diverse client base, ranging from government contractors, retail, and consulting businesses (Domestic and International), nonprofits and association. In addition we have a unique mix of individual clients (U.S citizens, Foreign Nationals, and Expatriates). This is an excellent opportunity to join a growing CPA firm and be a part of a learning culture that is collaborative and diverse!At MillerMusmar, we believe in taking care of team members, so we offer 401K, medical, dental, EAP, and vision benefits. We also have a full suite of local and nationwide discounts that appeal to a wide array of activities and services.This is a fully remote position and seasonal. The corporate office hours 8am-5 pm ESTPay and Benefits:Salary: $60.00 - $120.00 per hourThough this is a seasonal position, it could be the segway to a full-time position with our firm. Seasonal positions are temporary and do not include benefits. However, here is glance at MillerMusmar's benefits. MillerMusmar believes in taking care of team members, so we offer 401K, medical, dental, EAP, and vision benefits to all full-time positions. We also have a full suite of local and nationwide discounts that appeal to a wide array of activities and services. We understand that highly satisfied employees are key to a thriving organization. This is why we offer a complete benefits package to all full-time positions that includes:A competitive annual salary and compensation packageFlexible, full-time hoursFull or partial remote work opportunity based on performance and experienceSelf-Managed Paid Time Off (PTO) accrues per pay period 20 days a year9 paid holidays each year in addition to PTO and 3 weeks of designated paid firm closures during the yearParental leaveFirm supplemented health insurance (100% employer-paid for employee coverage)Dental insurance (100% employer-paid)Vision insurance (100% employer-paid)Life, short-term, and long-term disability insurance401(k) retirement matching (up to 4%) and profit-sharing planBonus programsEmployee referral bonusClub and gym membership on premisesTeam and social activities for employeesA workplace culture that supports collaboration, teamwork, financial stability, and professional growthPosition SummarySummary:The Seasonal Tax Reviewer is responsible for reviewing final returns prior to filing for individuals, businesses, and other entities. This role involves reviewing financial records, interviewing clients, and ensuring that tax returns are accurate and comply with federal, state, and local regulations. Supervisory Responsibilities: N/AJob Responsibilities:

Tax Review:

Review final federal, state, and local tax returns for individuals, corporations, partnerships, and other entities.

Analyze client financial records, including income statements, balance sheets, and other relevant documents.

Ensure accuracy and compliance with applicable tax laws and regulations.

Client Interaction:

Conduct interviews with clients to validate financial information if necessary.

Provide clients with information on tax laws and regulations.

Advise clients on potential tax liabilities and benefits.

Documentation and Filing:

Ensure accurate records of tax returns and related documents.

Respond to client inquiries regarding their tax returns.

Tax Planning:

Assist clients with tax planning to minimize future tax liabilities.

Stay updated on changes in tax laws that may impact clients.

Compliance and Audit:

Assist with tax audits by providing necessary documentation and explanations.

Ensure compliance with IRS and state tax regulations.

Software Utilization:

Use tax preparation software to complete tax returns.

Maintain proficiency in current tax software and updates.

Required Competencies:Tax:

Fully researches issues and presents pertinent guidance in support of suggested alternatives

Seeks to provide “champion” knowledge of either technology or specialized technical knowledge

Displays ability to consolidate returns, do more complex tax returns without supervision

Ability to effectively use the firm's technology including MS Office and tax software

Assists others in resolving problems related to systems or software

Researches, develops, and documents complicated taxation issues

Understands gift tax 709 and estate tax 706

Conducts detailed reviews on all returns and appropriate review notes for preparers;

raises potential tax issues

Demonstrates appropriate understanding of firm policies and standards related to ASC 740‐10

Proficient knowledge of FAS 109, FIN 48, FAS 5, FAS 141R, FAS 123R, APB 2

Ability to prepare the following forms: 1120,1065, 1120S and 1040

Proactively takes part in tax planning for clients

Demonstrates an understanding of clients tax needs including review of organizational structure and any/all other entities held by the organization which could be impacted by this work

Client Service:

Interacts successfully with clients building trust and rapport.

Assists firm members in follow‐up with clients to ensure expectations were met

Stays abreast of industry publications for targeted client industries to build basic knowledge

Maintains strict confidentiality of all client business

Begins to demonstrate ability to strengthen relationships with clients

Handles client complaints and communicates issues with possible solutions to management

Business Development:

Builds external relationships and a network of peers

Joins external networking groups

Relates firm service offerings to current clients; communicates identified opportunities to supervisor

Assists with proposals for new clients

Develops a knowledge of competitors' positions in industry

Understands firm's services and potential for cross‐selling opportunities

Participates in firm recruiting events as requested to introduce and sell the firm to students and faculty

Understand the Alliance firm capabilities and how they can support the growth of business, this would include BRN capabilities

Communication

Demonstrates ability to correspond and

communicate professionally

Develops communication skills that ensure all firm communications are of

a quality expected from a premiere accounting firm

Interacts with others in a manner that cultivates an environment of trust, respect, and fairness

Maintains communication with colleagues, supervisors, managers, and partners

Provides clear written communication in both internal and external correspondence

Operational Excellence (effective, efficient, productive)

Identifies engagement issues that cause inefficiencies or risks to engagement quality, and effectively works with firm personnel to effect positive change

Demonstrates consistent ability to bring jobs to conclusion effectively and in a timely manner

Takes time to share time‐saving efficiencies with others to help improve their efficiency while maintaining quality

Personal Development

Takes the initiative to build in‐depth knowledge of key client industries

Proactively seeks work, asks to “shadow” for job experience

Completes EA certification

Qualifications/Skills:

Strong understanding of federal, state, and local tax laws.

Excellent analytical and problem-solving skills.

Strong attention to detail and accuracy.

Effective communication skills, both verbal and written.

Proficiency in Microsoft Office Suite, particularly Excel.

Education and Experience Requirements:Education:Bachelor's degree in Accounting, Finance, or related field required.Certification as a Tax Preparer (e.g., CPA, EA) is a plus.Experience:Minimum of 3-5 years of experience in tax preparation, preferably in an accounting firm.Experience with tax preparation software (e.g., TurboTax, Lacerte, or similar).Physical Requirements:

Prolonged periods sitting at a desk and working on a computer.

Must be able to lift up to 15 pounds at times.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Other duties:Employee signature below indicates the employee's understanding of the requirements, essential functions, and duties of the position.

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