Seeking Tax Senior
Remote Position…
Cerebral Tax Advisors, Inc. is a growing 100% cloud-based tax advisory firm specializing in high-level strategic tax planning for healthcare professionals and affluent business owners all over the U.S.
We are looking for an experienced, self-motivated tax professional to prepare and review tax returns (Federal, State, & Local) and provide consulting services, tax planning, and research for individuals, partnerships, trusts, corporations, and estates. The depth and breadth of work, along with the educational and other support provided by Cerebral, will yield an optimal environment for continued professional growth. As a tech-forward firm, we are continuously improving our processes and systems to add value to our clients and efficiency to the team. This is an outstanding opportunity to gain experience and achieve career growth with high-net-worth clients in a remote employee-centric working environment.
IMPORTANT: As part of our initial screening process, we require a video submission as part of your application. We will not consider your application without this video.
Please record a short video (3 minutes or less) introducing yourself, explaining why you are interested in this position and why you feel you are a good fit.
Please enter a link to the video in your application (Loom, Vimeo, or Google Drive), or upload a video file using this form: https://forms.gle/KCViwP3QHyb5c3B3A
Responsibilities
Work with clients in the healthcare industry and other personal service industries to determine the best tax-saving and bookkeeping strategies
Handle client communications through the use of portal messaging, telephone, and video conferencing
Prepare individual and business returns with multiple states, mostly 1065, 1120S; some 1120 and 1041s
Assist with accounting and bookkeeping to maintain clean books
Prepare tax projections
Respond to inquiries from tax authorities
Tax research for client issues
Qualifications
BA in Accounting or related field
a minimum 5 years of tax preparation experience
Recent work experience in a public accounting firm environment, working with high earning clients and/or medical professionals.
EA or CPA preferred
Must have a take-charge, get things done attitude
Good financial accounting background and solid understanding of financial statements
Experience using UltraTax and QBO
Highly organized/Detail Oriented
Professional written/client communication skills
Gain an understanding of operations, processes, and business objectives, and apply that knowledge to support firm activities
Strong internet connection
Benefits:
Base compensation dependent on experience
Flexible remote work schedule with a target 40hr work week during tax season and 4 day work week during the summer
100% cloud-based/tech-forward environment working out of your home office
A strong vision for great communication, efficiency, and ease for clients and team members
Twice-a-year bonus program
Monthly reimbursement for health-related expenses under QSEHRA plan
Generous 401k with profit sharing and cash balance plan
Monthly stipend for cell phone reimbursement
Unlimited CPE
Unlimited PTO policy
Equipment Provided
Job Type: Full-time
Pay: $80,000.00 – $95,000.00 per year
Benefits:
401(k)
401(k) matching
Cell phone reimbursement
Flexible schedule
Health insurance
Paid time off
Profit sharing
Unlimited paid time off
Work from home
Schedule:
Monday to Friday
Application Question(s):
Do you have MORE experience with business tax preparation or with individual tax preparation? How many years of each?
Please paste the link to your video response here or upload to our drive (link in description). Topic: Introduce yourself, explaining why you are interested in this position and why you feel you are a good fit. We will not consider your application without this video/link.
Experience:
Tax accounting: 2 years (Required)
Tax Preparation: 5 years (Required)
UltraTax: 3 years (Required)
License/Certification:
CPA or EA (Preferred)
Work Location: Remote
