Staff Tax Accountant – Financial Solutions
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Job Description
Staff Tax Accountant preparing individual and business tax returns for BELAY’s financial solutions clients. Supporting tax planning, research, compliance, and responsive client service remotely.
Responsibilities:
- Prepare individual, C corporation, S corporation, and partnership tax returns and supporting workpapers
- Calculate tax extensions and quarterly estimated tax payments
- Conduct tax research to support client needs and tax positions
- Assist with tax planning projects and identify tax-saving opportunities
- Assist with responses to IRS and state taxing authority notices and correspondence
- Support ad hoc tax and accounting projects
- Provide timely, professional, and responsive support to assigned clients
- Participate in client meetings and assist with day-to-day tax questions and requests
- Communicate proactively with clients and internal team members
- Build strong client relationships through reliable and consistent service
- Escalate complex tax matters or client concerns as needed
- Manage multiple client assignments while meeting deadlines and quality expectations
- Maintain accurate time tracking, workflow updates, and documentation
- Identify opportunities to improve workflow efficiency and internal processes
- Collaborate with team members to ensure accurate and timely completion of client work
- Professionally represent BELAY in virtual and in-person interactions
- Work independently while collaborating with a remote team
Requirements:
- Bachelor’s degree in Accounting, Finance, or a related field
- 1–2 years of accounting and tax preparation experience
- Experience preparing individual and business tax returns
- Foundational knowledge of federal and state tax laws and accounting principles
- Experience with financial statements and general accounting concepts
- Ability to manage multiple assignments and meet established deadlines
- Proficiency with Microsoft Excel, QuickBooks Online, tax preparation software, and workflow or time-tracking tools
- Dedicated home office
- Regular use of virtual collaboration tools
- Work schedule aligned with business needs and core collaboration hours
- Ability to communicate effectively through video conferencing, email, and phone
- Preferred: experience in public accounting, outsourced accounting, or client-service environment
- Preferred: CPA, Enrolled Agent (EA), or active CPA candidate
- Preferred: experience supporting small and mid-sized businesses or startups
- Preferred: experience with Thomson Reuters UltraTax
- Preferred: advanced proficiency with QuickBooks Online
- Legally authorized to work in the United States
- Must reside in the U.S. Eastern or Central timezone
- This role cannot hire employees 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 with $15,000 coverage
- Company-paid short-term and long-term disability coverage
- 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
- Remote-first work arrangement
- Sustainable workloads and work-life balance emphasis
- Occasional travel, including annual company Summit and business meetings
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