Senior Tax Accountant – Financial Solutions
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Job Description
Senior Tax Accountant preparing and reviewing complex tax returns for BELAY Financial clients. Providing year-round tax planning, technical guidance, and team mentorship remotely.
Responsibilities:
- Serve as a primary point of contact for assigned clients
- Prepare and review complex individual, partnership, and corporate tax returns
- Conduct year-round tax planning and projections for individuals and businesses
- Research and resolve federal and state tax matters, including IRS and state agency correspondence
- Identify tax-saving opportunities and provide proactive client recommendations
- Build and maintain strong client and internal partner relationships
- Review team members’ tax returns and workpapers for accuracy, completeness, and compliance
- Research complex tax matters and provide technical guidance
- Support Tax Managers and the Director with technical research, client matters, and special projects
- Monitor changes to federal and state tax laws and communicate relevant updates
- Provide guidance, coaching, and technical feedback to staff accountants
- Assist with team training on tax, technical, and procedural topics
- Share best practices and resources
- Improve team efficiency, processes, and quality
- Manage multiple client engagements and deadlines
- Maintain accurate time tracking, workflow updates, and documentation
- Coordinate priorities and communicate proactively about deadlines, client needs, and risks
- Leverage technology to improve internal processes and efficiency
- Professionally represent BELAY in virtual and in-person interactions
- Attend occasional company Summit and other business meetings as needed
Requirements:
- Bachelor’s degree in Accounting, Finance, or a related field
- 3–6 years of progressive tax accounting experience
- Experience preparing and reviewing individual, partnership, and corporate tax returns
- Experience with tax planning, projections, and tax research
- Strong working knowledge of federal and state tax laws, financial statements, and accounting principles
- Experience managing multiple client engagements or priorities within established deadlines
- Proficiency with tax preparation software, QuickBooks Online, Microsoft Excel, and workflow management tools
- CPA license or Enrolled Agent designation preferred
- Public accounting, outsourced accounting, or other client-service experience preferred
- Experience supporting small and mid-sized businesses or startups preferred
- Experience with Thomson Reuters UltraTax preferred
- Advanced proficiency with QuickBooks Online preferred
- Strong tax preparation, review, and planning skills
- Strong analytical, research, and problem-solving skills
- Client relationship management and consultative communication skills
- Ability to explain tax concepts and recommendations clearly
- Strong attention to detail, organization, and time management
- Ability to manage multiple client engagements and competing deadlines
- Ability to provide constructive feedback and technical guidance
- Proficiency with tax, accounting, spreadsheet, and workflow management technology
- Dedicated home office
- Work schedule aligned with business needs and core collaboration hours
- Legally authorized to work in the United States
- Must reside in the U.S. Eastern or Central timezone
- Must be able to work remotely within the U.S.; BELAY cannot currently hire in California, New York, Illinois, or Oregon
Benefits:
- Medical, dental, vision, life, and disability insurance
- Employer covers 70% of employee medical premiums and 65% of dependent medical premiums
- Employer covers 70% of employee dental and vision premiums
- Company-paid life insurance ($15,000 coverage)
- Short-term and long-term disability coverage at no cost to full-time employees
- 401(k) plan through Vanguard with a 4% discretionary employer match
- 15 days of annual PTO for full-time employees working 40 hours/week; 12 days for 30 hours/week
- Additional PTO at 3- and 5-year tenure milestones
- 12 paid holidays annually
- Paid sick leave in accordance with applicable state and local requirements
- Remote-first work arrangement
- Dedicated home office
- Virtual collaboration tools
- Work-life balance and sustainable workloads
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