Tax Preparation Case Manager Job at TaxRise (Irvine)

Private Client Tax Manager

Crowe Watson Recruitment is delighted to be partnering with a highly respected f...

Location

United Kingdom , Eastbourne

Salary:

55000.00 - 70000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

Must have a minimum of 4 years previous experience working within a UK Practice environment
CTA/ACA/ACCA qualified (or part-qualified with relevant experience)
Strong technical knowledge of personal tax and related legislation
Excellent communication and client relationship management skills
Proven ability to manage workloads, meet deadlines, and lead a team

Job Responsibility

Manage a diverse portfolio of private client tax cases, including HNWIs, trusts, and estates
Provide tax planning, advisory, and compliance services to a high standard
Review complex tax computations and returns prepared by junior staff
Mentor and support the development of junior team members
Work closely with partners and senior managers on tax strategy and client service

What we offer

Flexible working
supportive culture
genuine progression opportunities

Fulltime

Tax Manager - Public

The Tax Manager will play a critical role in managing and facilitating the accur...

Location

United States , San Rafael

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 10 years of experience in a similar role
Proficiency in Accounting Software Systems
High level of technical proficiency
Demonstrable knowledge of CCH ProSystem Fx and CCH Sales Tax
Adept at handling Accounting Functions
Experience in preparing Annual Income Tax Provision
Skills in Auditing
Well-versed in Compliance procedures
Experience in Entity Formation is a major plus

Job Responsibility

Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately
Develop and implement tax strategies that align with the company's business goals
Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals
Maintain and update the company's tax database regularly
Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law
Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies
Consult with executives regarding the tax implications of various corporate strategies
Ensure all legal requirements are met in assessing the tax impact on company’s financial planning
Perform audits and negotiate tax resolutions with taxing authorities
Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Paralegal

We are seeking a Paralegal to join our team. This role will primarily focus on T...

Location

United States , Saint Louis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum 5 years of experience in a Paralegal role
Proficient in Case Management Software
Experienced in handling Billing Functions
Skilled in Calendar Management
Excellent Communication skills
Knowledge of Gift Tax and Estate Tax
Ability to prepare Estate Tax Return
Experience in managing Revocable Trusts
Expertise in Tax - Trust & Estate
Familiarity with Form 1099 and K-1

Job Responsibility

Assist in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns, ensuring accuracy and efficiency
Oversee the financial records of trusts, conduct trust accounting, and audit accounts
Handle General Ledger accounts, reconcile broker statements, prepare payables, and manage bank deposits
Obtain and reconcile 1099 and K-1 statements, ensuring all financial records are up to date
Administer revocable and irrevocable trust funding and administration, both pre and post death
Oversee probate administration, including the drafting of probate pleadings
Maintain close personal contact with clients and financial advisors, ensuring excellent customer service
Develop technical proficiency in database use and management, internet/electronic research, and project folder/electronic file maintenance
Independently manage and organize files, or delegate similar tasks to Records Clerk and supervise the same
Adhere to firm policies, maintaining a detail-oriented demeanor and attitude at all times

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Tax Preparer

We are looking for a skilled Tax Preparer to join our team on a contract basis i...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in individual tax preparation
Proficiency with Lacerte Tax Software
Strong understanding of tax laws and regulations
Excellent attention to detail and organizational skills
Ability to work onsite in Minneapolis, Minnesota
Effective communication skills to interact with clients
Capability to manage multiple tasks and meet deadlines

Job Responsibility

Prepare and file individual tax returns accurately and efficiently
Assess client financial information to ensure compliance with tax regulations
Review and resolve discrepancies in tax documents or filings
Utilize Lacerte Tax Software to manage and process tax returns
Provide guidance to clients on tax-related queries and concerns
Stay informed about changes in tax laws and regulations
Maintain confidentiality and security of sensitive financial data
Collaborate with team members to address complex tax cases
Ensure timely submission of tax filings to meet deadlines

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Parttime

New

Tax Preparer

We are looking for an experienced Tax Preparer to join our team in McLean, Virgi...

Location

United States , McLean

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience in tax preparation within a detail-oriented firm setting
Proven ability to prepare 50+ individual tax returns with precision and efficiency
Strong expertise in handling complex tax returns and solving related challenges
Familiarity with tax software, such as ProSystem or ProSeries, is required
Advanced proficiency in Microsoft Excel for tax-related computations and data analysis
Exceptional reliability, integrity, and attention to detail
Previous experience in a tax preparation firm is mandatory
Ability to work independently while adhering to firm standards and guidelines

Job Responsibility

Prepare individual tax returns using pre-established client folders and specialized tax software
Ensure accuracy and compliance with tax regulations by thoroughly reviewing all calculations and documentation
Collaborate with the team to address any technical or procedural questions related to tax preparation
Maintain organization and efficiency while managing a high volume of tax returns
Utilize advanced Excel skills to support tax preparation processes and calculations
Leverage prior experience with complex returns to handle challenging cases effectively
Adhere to strict confidentiality and high standards while working with sensitive financial data
Apply knowledge of ProSystem or ProSeries software to streamline tax preparation tasks and meet deadlines
Communicate effectively with the team to ensure seamless workflow and review processes
Follow firm protocols and procedures for tax preparation, reporting, and documentation

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Tax Preparer

We are looking for an experienced Tax Preparer to join our team on a long-term c...

Location

United States , Lynnwood, Washington

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

A minimum of 2 years of experience in tax preparation
Proficiency in preparing individual (1040), corporate, and partnership tax returns
Strong knowledge of tax regulations and compliance standards
Familiarity with tax preparation software and tools
Excellent attention to detail and organizational skills
Effective communication abilities to interact with clients and team members
Ability to analyze and interpret financial data related to taxes
Commitment to maintaining confidentiality and integrity in all aspects of work

Job Responsibility

Prepare and review individual tax returns (1040) with precision and accuracy
Manage corporate (C-corp and S-corp) tax filings, ensuring compliance with regulations
Handle partnership tax returns and address specific tax considerations for partnerships
Stay updated on changes in tax laws and apply them effectively to client cases
Communicate with clients to gather necessary financial information and clarify tax-related questions
Organize and maintain detailed records of tax documents and filings
Collaborate with team members to resolve complex tax issues and ensure timely submissions
Utilize tax preparation software to streamline processes and improve efficiency
Provide guidance to clients on tax-saving strategies and planning opportunities

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan