Tax Professional

Core Responsibilities

• Independently prepare individual, partnership, and amended individual tax returns, with an emphasis on real estate entities (rental properties, passive investors, and investment partnerships)
• Organize source documents and prepare supporting work papers for each engagement
• Draft missing item lists and communicate outstanding document requests to manager
• Apply real estate specific tax provisions, including depreciation, cost segregation, passive activity rules, and rental income and expense treatment
• Reconcile client-provided financials and resolve discrepancies by collecting and analyzing account information
• Prepare partner and shareholder K-1s and related basis calculations
• Research tax positions and document conclusions in support of return filings
• Prepare returns to a review-ready standard, delivering complete and well-documented work papers to the reviewer
• Meet filing deadlines and manage multiple engagements simultaneously

Qualifications/Skills

• B.S. in Accounting, Finance, or a relevant degree
• Several years of hands-on tax return preparation experience
• Additional certification (CPA or EA) is a plus
• Excellent knowledge of the tax code, regulations, and revenue procedures, particularly as they apply to real estate
• Proficiency in Microsoft Excel and CCH Axcess Tax
• Proficiency in TaxDome is preferred
• Strong attention to detail, deadline-oriented, with strong time management
• Data entry management and analytical skills
• Experience with real estate clients or partnership taxation is preferred

Company Benefits/Perks

• N/A - Hourly position
• I'm open to rolling this into an ongoing part time work situation. It depends on performance over the short term.