Crosslink Tax Software Jobs in Usa

5,133 positions found — Page 3

US Payroll and Corporate Tax Compliance Manager
Salary not disclosed
Atlanta 4 days ago
Client is seeking a high-level Payroll Tax Expert and Project Leader to spearhead a critical remediation effort." This is not a "strategy-only" role; we need a hands-on "solver" who can diagnose complex state payroll tax discrepancies, navigate the aftermath of FEIN retirements, and execute the literal cleanup required to get the organization back into good standing across approximately 13 state jurisdictions.

Key Responsibilities · Tax Remediation & Root Cause Analysis: Investigate and resolve a myriad of state payroll tax issues resulting from the retirement of the FEIN and the transition of employees to Client entities.

· Project Leadership: Act as the primary "thought leader" for the cleanup project, moving beyond assessment to take direct action and execute filings/corrections.

· Cross-Functional Partnership: Work in tandem with Corporate Tax, Legal, and HROps to secure Power of Attorney (POA) for specific jurisdictions and ensure all filings are legally and financially aligned.

· System & Portal Management: Access and navigate various state-specific tax portals to pull historical data, investigate notices, and resolve discrepancies.

· Stakeholder Management: Provide regular status updates and "business case" justifications for remediation plans to the VP of HR Ops and other functional VPs.

· Advisory: Advise internal teams on hand-off points where Corporate Tax or Legal must intervene to provide documentation or finalize payments.

Required Experience & Qualifications · Director-Level Expertise: Proven experience leading high-stakes payroll or tax functions, ideally within a mid-to-large-size corporate environment.

· Heavy Payroll Tax Background: Deep technical knowledge of US multi-state payroll tax compliance, state registration, and remediation.

· M&A & Entity Transitions: Direct experience managing the "genesis" of tax issues—specifically mergers, acquisitions, and the retirement/transition of FEIN numbers.

· Systems: Experience with ADP Workforce Now is highly preferred.

Proficiency in navigating various state government tax portals is a must.

· Action-Oriented Mindset: A "doer" who is comfortable digging into the data and executing the work, rather than just delivering a proposal for others to follow.

· Industry Experience: Prior experience in Retail, Restaurant, or Multi-unit Brick & Mortar industries is strongly preferred due to the complexity of regional tax footprints.

Logistics & Expectations · Travel: Ability to travel to the Broomfield, CO office roughly one or twice onsite visit as needed to meet with stakeholders (Corporate Tax/Legal/Payroll).

· Flexibility: Full-time hours are expected during the initial assessment and cleanup phase.

· Engagement: Initial 3–4 month contract with a high likelihood of extension depending on the depth of the findings and ongoing remediation needs.
Not Specified
Senior Manager International Tax
✦ New
Salary not disclosed
Golden Oak 1 day ago
Business Context Marriott Vacations Worldwide (MVW) is a leading global vacation company that offers vacation ownership, exchange, rental and resort and property management, along with related businesses, products, and services.

The Company has over 120 vacation ownership resorts and approximately 700,000 owner families in a diverse portfolio that includes some of the most iconic vacation ownership brands.

The Company also operates exchange networks and membership programs comprised of nearly 3,200 affiliated resorts in over 90 countries and territories, as well as provides management services to other resorts and lodging properties.

As a leader and innovator in the vacation ownership industry, the Company upholds the highest standards of excellence in serving its customers, investors and associates while maintaining exclusive, long-term relationships with Marriott International, Inc.

and Hyatt Hotels Corporation for the development, sales and marketing of vacation ownership products and services.

The vision of MVW is to strive to build long-lasting relationships with their Owners, Members, customers, and associates to help them live their lives to the fullest.

Innovation.

Integrity.

Excellence.

This is the story of MVW.

And while the company spans brands and businesses, decades and continents, their shared inspiration continues to drive them forward: delivering unforgettable experiences that make vacation dreams come true.

Global Tax Context The Global Tax function at Marriott Vacations Worldwide (MVW) is undergoing a multi‑year transformation driven by new leadership and a renewed vision for how tax supports the business.

We seek team members who embrace a customer‑service mindset, proactively identify and address issues, and bring a commitment to establishing and following standard processes and high‑quality work practices.

Successful incumbents in this role strive for efficiency, champion simplification, and leverage technology and data to create lasting value.

We welcome individuals who collaborate with business partners, anticipate emerging risks, and contribute to building a modern, agile, and strategically focused tax organization.

Specific Job Summary Based at the Marriott Vacations Worldwide Corporate Office in Orlando, FL and reporting to the Assistant Vice President, Global Tax – Mergers and Acquisitions (M&A), the Senior Manager, International Tax is responsible for managing day‑to‑day compliance operations, issue resolution in support of non-U.S.

business initiatives, and addressing evolving tax risks with respect to managing the preparation, review, and timely filing of non‑U.S.

income tax returns and associated disclosures for non-U.S.

MVW business entities.

Working closely with cross-functional teams to provide timely tax guidance, this role requires strong technical knowledge of international income taxation, effective coordination with local finance teams and external advisors, and close alignment with the global tax provision team to support accurate financial reporting.

The incumbent is technically proficient and with international income tax experience and a progressive tax professional with a commercial mindset who can deliver practical solutions, ensure compliance across multiple jurisdictions, and enable MVW’s sustained international growth.

In addition, this incumbent possesses the ability to manage competing priorities in a fast-paced environment with a professional commitment to upholding MVW’s standards of integrity and excellence.

Objectives & Key Results Global Tax Compliance Accuracy & Timeliness: Manages accurate and timely delivery of all international tax filings, including local tax returns, informational reporting, and transfer-pricing documentation.

KPI: 100% on‑time completion with
Not Specified
Experienced Tax Professional
Salary not disclosed
Colton, CA 2 days ago
Experienced Tax Professional

At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

A Typical Day...

As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year.

Joining H&R Block as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.

It Would Be Even Better If You Also Had...
  • Bachelor's degree in accounting or related field
  • CPA or Enrolled Agent certification
  • Experience completing complex returns (individual, trust, partnership)
  • 5+ years of experience in accounting, finance, bookkeeping or tax
  • Experience conducting virtual tax interviews
  • Experience with tax planning and audit support
  • Sales and/or marketing experience
What You'll Bring To The Team...
  • Conduct tax interviews with clients face to face and through virtual tools video, phone, chat, email
  • Prepare complete and accurate tax returns
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
  • All certification levels can provide tax notice services
  • Circular 230 associates can provide audit representation
  • Mentor and support teammates
  • Successful completion of the H&R Block Tax Knowledge Assessment*
  • Experience in accounting, finance, bookkeeping or tax
  • Experience completing individual returns
  • Experience working in a fast-paced environment
  • Comfort working with virtual tools video, phone and chat
  • Ability to effectively communicate in person, via phone and in writing
  • Must meet IRS and applicable state requirements
  • High school diploma / equivalent or higher
Why Work For Us

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

  • Employee Assistance Program with Health Advocate.
  • Wellbeing program, BetterYou, to help you build healthy habits.
  • Neurodiversity and caregiver support available to you and your family.
  • Various discounts on everyday items and services.
  • Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.

The community you will join:

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you're looking to make an impact, H&R Block is the place for you.

*Enrollment?in?or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

Pay Range

$11.00 - $80.00/Hr.

Sponsored Job #5697

Not Specified
Tax Professional - Franchise Location
🏢 H&R Block
Salary not disclosed
Pomona, CA 2 days ago
Seasonal Experienced Tax Professional

As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year.

Joining H&R Block as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.

It would be even better if you also had...

  • Bachelor's degree in accounting or related field
  • CPA or Enrolled Agent certification
  • Experience completing complex returns (individual, trust, partnership)
  • 5+ years of experience in accounting, finance, bookkeeping or tax
  • Experience conducting virtual tax interviews
  • Experience with tax planning and audit support
  • Sales and/or marketing experience

1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

What you'll bring to the team...

  • Conduct tax interviews with clients face to face and through virtual tools video, phone, chat, email
  • Prepare complete and accurate tax returns
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
    • All certification levels can provide tax notice services
    • Circular 230 associates can provide audit representation
  • Mentor and support teammates

Your Expertise:

  • Successful completion of the H&R Block Tax Knowledge Assessment
  • Experience in accounting, finance, bookkeeping or tax
  • Experience completing individual returns
  • Experience working in a fast-paced environment
  • Comfort working with virtual tools video, phone and chat
  • Ability to effectively communicate in person, via phone and in writing
  • Must complete continuing education requirement and meet all other IRS and applicable state requirements
  • High school diploma / equivalent or higher

Pay Range

$17.90 - $17.90/Hr.

Not Specified
Tax Professional I
🏢 H&R Block
Salary not disclosed
Portland, TN 2 days ago
H&R Block Seasonal Experienced Tax Professional

At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

A Typical Day...

As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year.

Joining H&R Block as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.

It Would Be Even Better If You Also Had...
  • Bachelor's degree in accounting or related field
  • CPA or Enrolled Agent certification
  • Experience completing complex returns (individual, trust, partnership)
  • 5+ years of experience in accounting, finance, bookkeeping or tax
  • Experience conducting virtual tax interviews
  • Experience with tax planning and audit support
  • Sales and/or marketing experience
What You'll Bring To The Team...
  • Conduct tax interviews with clients face to face and through virtual tools video, phone, chat, email
  • Prepare complete and accurate tax returns
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
  • All certification levels can provide tax notice services
  • Circular 230 associates can provide audit representation
  • Mentor and support teammates
  • Successful completion of the H&R Block Tax Knowledge Assessment*
  • Experience in accounting, finance, bookkeeping or tax
  • Experience completing individual returns
  • Experience working in a fast-paced environment
  • Comfort working with virtual tools video, phone and chat
  • Ability to effectively communicate in person, via phone and in writing
  • Must meet IRS and applicable state requirements
  • High school diploma / equivalent or higher
Why Work For Us

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

  • Employee Assistance Program with Health Advocate.
  • Wellbeing program, BetterYou, to help you build healthy habits.
  • Neurodiversity and caregiver support available to you and your family.
  • Various discounts on everyday items and services.
  • Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
  • Check out all available .

The Community You Will Join:

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you're looking to make an impact, H&R Block is the place for you.

*Enrollment?in?or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Not Specified
Tax Manager, Real Estate Services Group
Salary not disclosed
Kansas city, MO 2 days ago
Tax Manager, Real Estate Services Group

RubinBrown is one of the nation's leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown has revenue of approximately $240 million with 1000+ team members across locations in Chicago, Denver, Kansas City, Las Vegas, Nashville, and St. Louis.

Overview

RubinBrown's Real Estate Group is a nationally recognized leader in providing specialized audit, tax and consulting services across the country in the affordable housing, low-income housing, historic rehabilitation, New Markets and Renewable Energy credit segments as well as Opportunity Zones.

As a member of the RubinBrown's Real Estate Tax Team, the successful candidate will work directly with the tax staff accountants, other managers and partners of the firm's Real Estate Services Group. The successful candidate will use his or her foundation in pass-through accounting and taxation, along with specialized skills related to tax compliance and consulting regulations. The Real Estate Tax Team has a specific focus on issues related to tax credit and tax incentive properties, including low-income housing, historic rehabilitation, New Markets and Renewable Energy credits as well as Opportunity Zones.

A background in all or any of these topics is welcomed but not required. Tax Partners and Managers must provide outstanding consulting, compliance and project management services to our real estate clients. Tax Partners and Managers must be aware of the professionalism necessary for not only effectively and efficiently addressing client needs but also with working with others and on teams.

Major Responsibilities

  • Plan, supervise, review and complete real estate tax work/tax returns for multiple clients in accordance with RubinBrown Client Service Standards
  • Utilize his or her extensive foundation of knowledge related to pass-through taxation and regulations and, as applicable, tax credit real estate properties including tax compliance and consulting
  • Participate in and/or create practice development opportunities
  • Identify process and performance improvement opportunities
  • Assume responsibilities for project management of various client groups, including regular communication with clients and contacts related to tax compliance and consulting
  • Drive workflow with clients and team members
  • Research current tax compliance and consulting issues
  • Work closely with and directly communicate with other real estate team members, in addition to client personnel

Preferred Experience/Background/Skills

  • Bachelor's degree in Accounting or related degree and CPA or other related certification (required)
  • Strong technical skills including the ability to effectively utilize technology and the commitment to learning in the technology environment
  • A minimum of 5 years of pass-through taxation and compliance experience, including supervision and review experience. Prior experience with pass-through entity tax credits is preferred but not required
  • Excellent analytical and leadership ability
  • Solid project management skills
  • Ability to work on a team and develop other individuals
  • Ability to meet challenging client requirements and deadlines, provide services, and possess strong communication, interpersonal, analytical and research abilities
  • Proficiency in Microsoft Office programs (Word and Excel required)
  • Excellent verbal and written communication skills

Working Conditions

  • The typical office hours are 8:00 a.m. to 5:00 p.m.
  • Ability to work extra hours as determined by the workload and client expectations.
  • Travel for this position will be approximately 5% of the year.
  • Ability to sit for long periods of time.
  • Ability to move throughout office.
  • Ability to lift, carry, push, pull up to 10-30 pounds.
  • Ability to effectively communicate with clients, team members, etc.

One Firm

To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

EEO Employer W/M/Vet/Disabled

Not Specified
Experienced Tax Preparer
Salary not disclosed
Seasonal Experienced Tax Preparer

At Jackson Hewitt, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don't receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our success and together we are \"Working Hard for the Hardest Working Americans\". This is our mission and it's a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients.

Doing taxes is much more than filling in some forms. For most Americans, their tax return is the biggest single financial event of the year, and it can be quite an emotional experience. That's where you come in! We are here to ease their stress and provide expert customer service and tax knowledge.

Flexible Schedules Available:

  • Day shift
  • Night shift
  • Weekends
  • Weekdays
  • Full-time or Part-time

Are you:

  • Looking to learn a new career and break into the tax industry?
  • Someone who has gaps in their work history or is looking to boost their skills and resume?
  • Someone who has been out of the workforce over the last year while at home with family?
  • New to the workforce or with limited experience/education, but a willingness to learn?
  • Retired and want to continue to make an impact?
  • Someone without a college diploma? No problem!
  • A Veteran or military personnel transitioning from the service?
  • Part of a military family that moves often with deployments?
  • A recent college graduate or current college student?
  • A stay-at-home parent who needs a flexible work schedule?
  • A gig worker or looking to add a second income?
  • Bilingual? Bilingual candidates are highly encouraged to apply!

What you'll do here:

As a Seasonal Experienced Tax Preparer, you will be responsible for providing expert guidance, explaining, preparing, and completing accurate tax-related forms for clients, including multiyear, multistate, and year-end tax forms. You will also provide clients with IRS audit support. Complete E-filing, provide printed copies of returns for clients to review, sign and e-file these forms to IRS and state agencies.

  • Conduct face-to-face tax interviews with clients.
  • Generate business growth, increase client retention, and offer additional products and services.
  • Answer client calls via our national call center routing system.
  • Answer tax related questions and provide future tax planning to clients in a timely fashion.
  • Collection and processing of clients' payments while ensuring timely deposits.
  • Marketing and business generation efforts.
  • Support office priorities through teamwork and collaboration.
  • Mentor and support teammates, providing guidance and in some cases acting as a lead.
  • This position has access to and regularly works with information of a sensitive, highly confidential nature which requires a working knowledge of the business.

Skills you'll bring for success:

  • 2+ seasons of previous tax experience
  • Experience completing individual, trust, &/or partnership tax returns
  • Passion for providing extraordinary customer service
  • Excellent communication and interpersonal skills
  • Successful completion of the Jackson Hewitt Tax Knowledge Assessment
  • Experience working in a fast-paced environment
  • Strong attention to detail and accuracy
  • Bachelor's degree in accounting or related field preferred
  • Field Instructor, Remote Support, or Call Center certification a plus
  • Tax planning and audit support experience preferred
  • Bachelor's degree in accounting or related field a plus
  • CPA or Enrolled Agent license is a bonus
  • PTIN Certification: Yes
Not Specified
Banking & Capital Markets Tax Director
✦ New
Salary not disclosed
New york city, NY 1 day ago
Director, Financial Services Tax Team

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

  • Lead in line with our values and brand.
  • Develop new ideas, solutions, and structures; drive thought leadership.
  • Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
  • Balance long-term, short-term, detail-oriented, and big picture thinking.
  • Make strategic choices and drive change by addressing system-level enablers.
  • Promote technological advances, creating an environment where people and technology thrive together.
  • Identify gaps in the market and convert opportunities to success for the Firm.
  • Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.

The Opportunity
As part of the Financial Services Tax team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increase efficiencies. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are expected to provide exceptional technical knowledge and specialization, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs.

Responsibilities
- Set the strategic direction for the Financial Services Tax team
- Lead business development initiatives to drive growth
- Oversee multiple projects maintaining quality delivery
- Maintain executive-level client relationships
- Provide technical knowledge and industry insights
- Foster a culture of digitization and automation
- Equip professionals to succeed in complex transactions
- Leverage One Firm knowledge to address client needs

What You Must Have
- Bachelor's Degree in Accounting
- 6 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart
- Considerable knowledge of tax issues in banking industry
- Considerable knowledge of public accounting practices
- Significant technical skills including FAS 109 and FIN 48
- Identifying and addressing client needs
- Developing and sustaining meaningful client relationships
- Preparing and presenting complex written and verbal documents
- Leading teams to generate a vision and establish direction
- Utilizing automation and digitization in professional services
- Evaluating and negotiating new and existing contracts

Travel Requirements
Up to 20%

Not Specified
Tax Controversy Legal Assistant
✦ New
🏢 Adecco
Salary not disclosed
Brookfield, WI 15 hours ago

We are seeking an experienced Tax Controversy Legal Assistant to support attorneys handling complex federal, state, and local tax dispute matters. This role requires a detail-oriented professional with strong organizational skills and prior experience supporting tax controversy or tax litigation matters.

The ideal candidate will be comfortable working in a fast-paced legal environment, managing deadlines, preparing legal documentation, and interacting with both clients and government agencies.


Key Responsibilities

  • Provide administrative and legal support to attorneys handling tax controversy matters, including audits, appeals, and litigation
  • Prepare, format, proofread, and finalize legal correspondence, memoranda, and tax-related documents
  • Assist with audit defense matters by organizing client records, tracking deadlines, and supporting responses to IRS Information Document Requests (IDRs)
  • Support preparation for administrative appeals, including compiling exhibits, drafting correspondence, and coordinating materials for conferences with taxing authorities
  • Assist with tax litigation matters, including preparation and filing of pleadings, motions, and other court documents
  • Coordinate filings and communications with federal and state courts, as well as administrative agencies
  • Prepare and manage correspondence with the IRS and state taxing authorities
  • Assist with collection defense matters, including documentation related to tax liens, levies, and other enforcement actions
  • Maintain and organize electronic and physical client files in accordance with firm policies
  • Track and manage critical deadlines, including court dates and administrative filing deadlines
  • Manage attorney calendars, schedule meetings, and coordinate communications with clients and government agencies
  • Assist with preparation of engagement letters, client communications, and case status updates
  • Process billing, time entry, and expense reports in accordance with firm procedures


Qualifications

  • Required: Prior experience as a Legal Assistant or Paralegal specifically supporting tax controversy, tax litigation, or IRS/state tax dispute matters
  • Demonstrated experience working with tax-related legal documents, audits, appeals, or litigation
  • Familiarity with court filings and legal procedures (federal and/or state courts preferred)
  • Strong understanding of legal calendaring and deadline management
  • Excellent organizational skills with a high level of attention to detail
  • Strong written and verbal communication skills
  • Proficiency in Microsoft Office and legal document management systems
Not Specified
Tax Manager - Private Wealth
✦ New
Salary not disclosed
Boise, ID 1 day ago
Tax Manager

Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually get excited about them? If you answered \"Yes!\" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice!

Recruiting for this role ends on June 1, 2026

What You'll Do

As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits.

The Team

At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services.

Qualifications

Required

  • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 3 days per week
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available
  • 5+ years of public accounting experience (at least 3 years in investment management)
  • One of the following accreditations obtained:
    • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed attorney
      • Enrolled Agent
      • Certifications:
        • Chartered Financial Advisor (CFA)
        • Certified Financial Planner (CFP)
  • Bachelor's degree in accounting, finance, or other business-related field
  • Experience reviewing partnership and/or trust documents
  • Experience managing projects including scheduling, budgeting, client correspondence, and billing
  • Strong communication, interpersonal, and organizational skills
  • Excellent research and writing skills

Preferred

  • Advanced degree such as MST, MAcc, JD, or LLM
  • Prior Big 4 or large CPA firm experience
  • Knowledge of fund accounting and general ledger accounting

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,660 to $213,200.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation:

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at .

Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.

Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act.

Requisition code: 315944

Job ID 315944

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