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Pay: $80,000.00 - $105,000.00 per year
Job description:
Job description:
Are you passionate about tax compliance and helping businesses navigate complex sales and use tax requirements? Join our team as a Sales & Use Tax Associate, where you’ll play a key role in ensuring our clients meet their tax obligations accurately and efficiently.
We are seeking a detail-oriented and motivated professional who thrives in a dynamic environment and is committed to delivering outstanding client service.
Responsibilities:
- Represent clients undergoing a sales tax audit and/or appeal
- Assist in tax research related to sales and use tax matters, including nexus, exemptions, and taxability determinations.
- Maintain tax calendars to ensure timely filing and payment compliance.
- Reconcile tax accounts and ensure proper documentation is retained for audit readiness.
- Support clients during sales tax audits, including document preparation and correspondence with tax authorities.
- Assist in registration for sales/use tax permits across various states.
- Monitor changes in tax laws and regulations and communicate relevant updates to internal teams and clients.
- Collaborate with other departments to streamline processes and improve compliance systems.
Qualifications:
- Bachelor’s degree in Accounting, Finance, Business, or related field.
- compliance or accounting.
- Familiarity with tax research tools and multi-state sales/use tax laws.
- Strong attention to detail and organizational skills.
- Proficiency with Excel; experience with tax software (e.g., Avalara, Vertex, CCH, or similar) is a plus.
- Excellent written and verbal communication skills.
Withholding and Unemployment Tax Associate II
Corporate Tax Department
Full-time
Springfield, MA
The Opportunity
As a Withholding and Unemployment Tax Associate, you will work in a fast-paced, exciting, and collaborative environment. In this role, you will ensure accurate and timely filing of payroll and non-payroll tax payments and returns, maintaining compliance with federal, state, and local tax regulations. You will support the organization as a tax subject matter expert on special projects.
The Team
This Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. Team members are focused on continuous improvement and transforming the department through innovative solutions that align with the finance organization’s strategic goals and initiatives.
The Impact:
Your day to day would include but is not limited to:
- Process daily Federal, State and Local tax withholding payments to all tax authorities in accordance with the tax deposit frequencies for all companies.
- File quarterly State Unemployment Tax returns for all companies.
- File quarterly Federal, State, and Local reconciliation returns for all companies.
- Reconcile total withholding tax payments by tax jurisdiction to the total withholding reported on Forms 1099. Provide reconciliation discrepancies to individual business areas for research and resolution.
- File annual Federal, State, Foreign, and Local tax returns for all companies.
- Review, analyze, and respond to tax notices.
- Manage the State Unemployment annual rate update process in Workday and LTTAX.
- Register and set up new State and Local tax authorities in LTTAX and SAP.
- Reconcile all Federal and State tax general ledger accounts.
- Tax subject matter expert for special projects.
- Partner with Payroll on W-2C corrections and filing amended tax returns as applicable.
- Partner with business areas on 1099 (non-payroll) corrections and filing amended tax returns as applicable.
- Partner with legal on complex tax interpretations.
- Monitor and implement regulatory updates to maintain compliance.
- Provide tax data as requested by departments within the company.
Minimum Qualifications
- 4+ years' experience in filing State, and Local tax withholding returns
- 4+ years' experience in processing State Unemployment tax returns
- 4+ years' experience with federal, state, or local payroll tax regulations and reporting requirements
Additional Qualifications
- Experience in filing Federal tax withholding returns and Federal unemployment tax returns
- Experience working with SAP and Workday
- Experience working with LTtax or other payroll withholding and unemployment tax software
- Experience with other types of state tax returns (income, premium, property, sales and use, municipal, etc.) or other general state tax or regulatory filings considered a bonus
- Effective communication and presentation skills
- Ability to work independently
- Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Critical thinker
- Strong analytical skills
- Adaptable to shifting priorities based on deadlines
- Ability to manage and execute on competing priorities
- Excellent time management skills
What to Expect as Part of MassMutual and the Team
- Regular meetings with the Tax Team
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-CR37
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
LocationAtlanta, Georgia
Full/Part TimeFull-Time
Regular/TemporaryRegular
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About Us
Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our strategic plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.
About Georgia Tech
Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a diverse and vibrant city with numerous economic and cultural strengths. The Institute serves more than 45,000 students through top-ranked undergraduate, graduate, and executive programs in engineering, computing, science, business, design, and liberal arts. Georgia Tech's faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security. Georgia Tech ranks among the nation's top 20 universities for research and development spending and No. 1 among institutions without a medical school.
Georgia Tech's Mission and Values
Georgia Tech's mission is to develop leaders who advance technology and improve the human condition. The Institute has nine key values that are foundational to everything we do:
1. Students are our top priority.
2. We strive for excellence.
3. We thrive on diversity.
4. We celebrate collaboration.
5. We champion innovation.
6. We safeguard freedom of inquiry and expression.
7. We nurture the wellbeing of our community.
8. We act ethically.
9. We are responsible stewards.
Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact.
Job Summary
The Tax Compliance Manager is responsible for ensuring that the institution adheres to all applicable tax regulations and filing requirements by preparing and reviewing tax returns and related documentation. This position focuses on conducting thorough analyses of tax liabilities, providing guidance on tax-related issues, and maintaining accurate records to support compliance efforts.
Responsibilities
Job Duty 1 - Prepare and file accurate federal, state, and local tax returns in accordance with applicable tax laws and regulations to ensure compliance and mitigate risk.
Job Duty 2 - Collaborate with finance and accounting teams to ensure that tax implications are considered in financial decision-making processes and reporting.
Job Duty 3- Perform other duties as assigned.
Job Duty 4 - Conduct detailed analyses of the institution's tax liabilities to identify potential areas for optimization and ensure accurate reporting of taxable income.
Job Duty 5 - Monitor changes in tax laws and regulations by researching and analyzing relevant information to advise stakeholders on necessary adjustments to compliance practices.
Job Duty 6 - Assist in the preparation of tax-related documentation and reports for internal audits and external examinations, ensuring all required information is readily available.
Job Duty 7- Respond to inquiries from tax authorities by providing accurate and timely information to resolve any compliance issues or disputes that may arise.
Job Duty 8 - Maintain comprehensive records of tax filings, correspondence, and supporting documentation to ensure an organized and efficient workflow during audits.
Job Duty 9 - Provide guidance on tax-related matters to internal stakeholders, helping them understand the implications of their decisions on the institution's tax position.
Job Duty 10 - Participate in professional development opportunities to stay current with tax compliance best practices and enhance technical knowledge in the field.
Required Qualifications
Educational Requirements
Bachelor's degree in related discipline or equivalent, related experience.
Required Experience
4+ years of relevant experience.
Preferred Qualifications
Additional Preferred Qualifications
Experience in tax policy and procedure development Related experience in Higher Education Experience with tax software programs
Preferred Educational Qualifications
Master's degree in related discipline or equivalent, related experience.
Proposed Salary
Annual salary:$100,000 to $115,000 Annually
Knowledge, Skills, & Abilities
SKILLS
Expert knowledge and understanding of tax reporting, tax compliance and tax management. Experience preparing or reviewing IRS tax forms including but not limited to 990, 941, 1042, 1098 and 1099. Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Access). Strong attention to detail, excellent customers service skills, and the ability to multi-task effectively. Excellent analytical, organization and communication skills.
USG Core Values
The University System of Georgia is comprised of our 25 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at policymanual/section8/C224/#p8.2.18_personnel_conduct.
Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at policymanual/section6/C2653.
Equal Employment Opportunity
The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The Institute is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and Institute policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities.
Equal opportunity and decisions based on merit are fundamental values of the University System of Georgia ("USG") and Georgia Tech. Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of an individual's race, ethnicity, ancestry, color, religion, sex (including pregnancy), national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract.
Other Information
This is not a supervisory position.
This position does not have any financial responsibilities.
This position will not be required to drive.
This role is not considered a position of trust.
This position does not require a purchasing card (P-Card).
This position will not travel
This position does not require security clearance.
Background Check
Background Successful candidate must be able to pass a position of trust + education + credit background check. Please visit employment/pre-employment-screening
Job Description
Dedication. Expertise. Passion.
At Stoner & Bouldin LLP , we've spent over 25 years building a reputation for excellence. For the last decade, we have intentionally operated as a family-owned, boutique firm with a private, locked client list. Now, we are entering an exciting new chapter of expansion. We are looking for a dedicated and experienced CPA to join our team in Austin, helping us scale our impact while maintaining the white-glove service our clients expect.
The Role
As a Senior CPA at Stoner & Bouldin, you won't just be crunching numbers; you will be a key player in our firm's growth. You will handle complex tax planning and preparation for a high-tier client base, offering the strategic insights that have made us a trusted partner for over two decades.
Key Responsibilities
* Tax Strategy & Compliance: Lead the preparation and review of complex federal and state tax returns for individuals, corporations, and partnerships.
* Client Advisory: Provide high-level tax planning and consulting to help clients navigate changing regulations and optimize their financial positions.
* Expansion Support: Assist in the onboarding of new clients as we expand our formerly "locked" client list.
* Mentorship: Provide guidance and technical review for junior staff as the firm grows.
* Quality Assurance: Maintain our boutique standard of "top tier" customer service through meticulous attention to detail and proactive communication.
Qualifications
* Experience: 5-10 years of progressive experience in public accounting, specifically within tax services.
* Credential: Active CPA license is required.
* Technical Skills: Deep knowledge of current tax laws (federal and state) and proficiency in professional tax software (e.g., Lacerte).
* Style: A passion for client service and the ability to thrive in a boutique, collaborative office environment.
* Location: This is a 100% in-office position at our Austin, Texas office.
Salary & Benefits
* Compensation: $90,000 - $130,000 per year (Competitive for the Austin market, commensurate with experience).
* Performance Bonuses: Opportunities for year-end bonuses based on firm growth and individual performance.
* Benefits: Flexible health insurance, SIMPLE retirement matching, and generous PTO.
* Culture: A stable, family-owned environment with a focus on work-life balance.
Company Description
Boutique tax office with an emphasis on client services.
Company Description
Boutique tax office with an emphasis on client services.
Join the team that is focused on being advocates for our clients, and getting them their maximum tax refund, faster, and with fewer associated fees. Stand out as friendly, attentive, and knowledgeable. Jackson Hewitt offers training related to income tax preparation and the delivery of excellent customer service. This position has access to and regularly works with information of a sensitive, highly confidential nature; and regularly deals with diverse matters which require a working knowledge of the business.
Responsibilities:
- Presents the Company's value proposition to clients concerning various company products and services and uses prescribed selling techniques
- Conducts a thorough in-person interview with potential clients, using the company's propriety tax software application
- Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer
- Answering client calls via our national call center routing system
- Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations. Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion
- Consults tax law reference materials to determine procedures for preparation of atypical returns
- Answers questions and provide future tax planning to clients
- Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns
- Researches tax related questions and issues, and responds to clients appropriately and within a timely manner
- Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution
- Audits all tax return forms for accuracy and completeness (i.e., client signatures)
- This position has access to and regularly works with information of a sensitive, highly confidential nature, and regularly deals with diverse matters which require a working knowledge of the business
Required Qualifications:
- Top candidates for this position will have retail experience providing exceptional client service and performing multiple tasks in a fast paced environment
- Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele
- High School Degree or equivalent
- 1+ years experience preferably in sales, service and tax preparation
- Good communication, interpersonal and customer services skills
- Basic knowledge of computer functions and math required
- Ability to lift a maximum of 25 lbs
- Strong attention to detail and accuracy
- Ability to work under pressure, in a fast-paced working environment
Compensation: $12.00 - $15.00 per hour
This role involves hands-on work with coding, testing, debugging, and enhancing existing print processes, while building expertise in mainframe technologies such as z/OS, PLX, and Assembler.
You will collaborate closely with experienced engineers and cross-functional teams to troubleshoot issues, identify root causes, and implement effective solutions.
The position requires a detail-oriented, process-driven individual who values thorough documentation, quality output, and continuous improvement of workflows, tools, and systems.
Qualifications & Skills: Bachelor’s degree in Engineering or a related field Strong knowledge of software development, system design, and integration Experience or strong interest in mainframe technologies (z/OS, PLX, Assembler) Excellent problem-solving skills with a focus on root cause analysis Detail-oriented with strong documentation and review capabilities Ability to work independently and collaboratively in a team environment Commitment to quality, accuracy, and delivering complete, polished solutions Key Responsibilities: Develop, test, debug, and maintain print-related applications on the mainframe Investigate issues, perform root cause analysis, and implement fixes or enhancements Collaborate with team members on troubleshooting, design discussions, and code reviews Contribute to system integration and ensure smooth operation of print services Maintain accurate and detailed documentation for systems, processes, and decisions Participate in improving development processes, tools, and team efficiency Lead or contribute to complex components or projects, ensuring timely and cost-effective delivery Provide technical guidance, support project planning, and contribute to organizational goals Ensure solutions align with best practices, latest technologies, and high-quality standards
Duration- 07 months
Location-Houston, TX 77079
Description:
High-Level Description
* To support the Company US Tax Department by complying with federal, state, and local tax laws, maintaining tax processes that maximize efficiency, and performing tax analysis necessary to reduce the present value of Company tax payments. Primary focus is on the tax compliance but will also include other U.S. Income Tax reporting responsibilities.
Specific Accountabilities
* Prepare federal corporate and partnership income tax returns.
* Prepare foreign information tax returns.
* Assist with Subpart F and GILTI calculation.
* Prepare separate and combined state income tax and franchise tax returns for multiple corporate entities and partnerships.
* Assist with preparation and review of state apportionment calculations.
* Participate in federal and state estimated income and franchise tax calculations.
* Work with tax depreciation system to calculate tax depreciation and other property related tax adjustments.
* Participates in recognizing and implementing new processes and technology to streamline current processes.
* Assists the Income Tax team in preparation and review of the consolidated income tax return ensuring proper workflow and due dates are met.
* Review of tax legislation, rules and regulations, including identification of issues impacting the Company.
* Participates in the state effective tax rate computations used in provision process, state tax true-ups and federal tax true-ups, ensuring proper workflow and due dates are met.
* Interface with Company's accounting systems, including Oracle Cloud and HFM, to analyze financial data and ensure tax compliance.
* Prepare tax basis balance sheet reconciliations to ensure accurate reporting.
* Develop tax workpapers that are audit-ready and support the company's tax positions. Maintain records in the Income Tax SharePoint site.
* Participate in the e-filing process for federal and state income tax returns.
Other Accountabilities
* Assist in other non-specific tax activities as needed
Scope/Dimensions
* This position requires an experienced U.S. tax person who is driven by solving problems and focuses on technical challenges.
* Provides tax technical support to a complex U.S./Canadian sandwich structure and assists in ensuring that income tax compliance deadlines are met.
* This position requires strong communication skills; including strong researching, writing and summarizing competencies and the ability to translate for non-tax personnel.
Contacts (Working Relationships)
* Reports directly to Tax Manager
* Interacts with staff in other entities and within the U.S. accounting and regulatory departments.
* Interacts with external stakeholders.
* Provides technical support and mentorship to other Tax team members.
Knowledge, Skills & Abilities
Required:
* University graduate of Business Administration or a related discipline.
* Certified Public Accountant designation and/or graduate degree preferred.
* At least 7 years of progressively responsible experience in income tax preferably in the energy industry.
* Knowledge of federal, foreign and state income taxes.
* Understanding of Tax Accounting.
* Strong Excel, Word, oral, and written communication skills.
* Working knowledge of Corptax, tax research tools and BNA / Lucasys fixed asset software preferred.
* Strong analytical skills.
As the Corporate Tax Manager, you'll be a member of our corporate tax practice and work on business income tax planning, corporate compliance, and ASC 740 income tax accounting (either tax provision preparation or audit support) projects. The Corporate Tax Solutions Family generally has the primary tax relationship with the client, and you will help with the engagement management for multiple clients for your service line all with the resources, environment, and support to help you excel. You'll collaborate with other team members and specialists in our tax practice, including our Washington National Tax Office (WNTO), to support all areas of the client's tax functions, because together is how we succeed.
From day one, you'll be empowered by our tools, technology, training, and support from other team members to take responsibility to produce quality work and help you achieve more, confidently.
Your day-to-day may include:
- Running client engagements from start to finish, including planning, executing, directing, and completing tax projects and managing to budget
- Supervising, training, and mentoring senior associates, associates and interns on tax projects and assessing performance of staff for engagement reviews; performing in-charge role as needed.
- Identifying and capitalizing on opportunities to sell services to existing and potential clients
- Reviewing tax returns prepared by staff and making recommendations on return preparation regarding accuracy and tax savings opportunities
- Conducting primary review of ASC 740 income tax provision engagements
- Researching and consulting on various tax matters; Utilizing Tax-related software to prepare and process returns.
- Responding to inquiries from the IRS, State, and other tax authorities
- Maintaining a good working relationship with clients and working effectively with client management and staff at all levels to gather information and perform tax services
- Gaining an understanding of client operations, processes, and business objectives, and utilizing that knowledge on engagements
- Attending professional development and training sessions on a regular basis
- Adhering to the highest degree of professional standards and strict client confidentiality
- Other duties as assigned
You have the following technical skills and qualifications:
- Bachelor's degree in Accounting
- Minimum four to seven years of progressive tax compliance and/or tax consulting experience
- CPA or JD/active law license required
- Experience in public accounting is preferred
- Experience in corporate income tax and strong ASC 740 Accounting for Income Taxes skills
- Excellent analytical, technical, and tax accounting/technology skills with proficiency in US GAAP and corporate income tax laws and regulations
- Strong working knowledge of broad-based statutory income tax compliance and consulting including state and local income taxes, taxation of international activity, and transfer pricing
- Exceptional client service, communication, interpersonal, and presentation skills
- Experience in OneSource Tax Provision preferred
- Strong teamwork, analytical skills, and attention to detail
- Can travel as needed
- The base salary range for this position in the firms San Francisco and San Jose, CA offices only are between $128,800 and $193,200.
- The base salary range for this position in the firms Los Angeles, Orange County/Newport Beach and San Diego offices only are between $121,000 and $181,400.
At Brighton Jones, we're not just looking for high performerswe're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it.
Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.
This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic.
At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our valuesCommitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Communitydrive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives.
We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.
Join our #OneTeam of 300+ passionate individuals who bring a \"How can I help?\" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives.
As one of the country's fastest growing wealth management firms, Brighton Jones is looking for a Tax Lead Advisor to join the team and provide exceptional service impact for individual, small business, fiduciary, and related estate, gift, and charitable tax planning and compliance.
We are looking for a passionate and talented Tax Lead Advisor who enjoys developing and maintaining lasting relationships with our clients. We emphasize building rapport with our clients, having a deep understanding of their personal and business goals, and providing high quality tax and planning advice using a consultative approach.
Your Role
- Build and maintain a personal relationship with clients as the technical tax expert on their planning team
- Assist clients by attending client meetings and delivering clients tax plan
- Support the financial advisory team in tax planning related functions
- Actively participate in signing and onboarding new clients to the firm
- Lead tax client service team for compliance and tax planning
- Final review and signing of tax returns (federal & state returns for individuals, corporations, partnerships, trusts, and estates)
- Oversee tax projections and tax audits for clients
- Coach and develop the team through real-time and consistent feedback
Your Experience
- Bachelor's degree in Accounting and CPA, JD or EA is required; Masters in Taxation or JD preferred
- Minimum 5 years of individual, partnership, fiduciary, estate, and gift tax return compliance
- Working knowledge of data collection, data analysis and evaluation
- Strong computer skills (Windows, MSFT Office, Excel, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH Axcess Tax, BNA Tax Planner) and tax research tools (BNA Portfolios and RIA Checkpoint)
- Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred
- Strong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code, Regulations, and other tax pronouncements
- Able to manage heavy workloads and projects, many on a time sensitive basis
- Excellent oral communication skills, with an ability to interact with a tight-knit team of firm professionals with a range of tax knowledge
- Highly motivated with ability to function well in a fast-paced environment with continued growth and development
- This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.
Our Company
We are a company that uses creativity and passion to help our clients, colleagues, and the global community live richer lives. We are a nationally recognized wealth management firm with a strong talent focus.
At Brighton Jones, we are passionate about building a team of people with diverse backgrounds, ideas, and experiences. Varied voices and perspectives make us stronger, and we believe that individualityyour secret sauce!allows us to be more successful as a group, raise the bar in all that we do, and enables us to better serve our clients and the global community.
Our strong cultural DNA is vital to who we are and the services we provide as a firm. Our MESI program (Mindfulness-based Social and Emotional Intelligence) empowers our employees, clients, and community to be present and act with intention and compassion. Through a growth mindset, we work to inspire, support, challenge, and motivate each other to be the best version of ourselves every day.
To the right individual, we offer a very competitive compensation and benefits package for our industry. If you meet the above requirements, please apply online. In your cover letter, please describe your professional passions and ultimate career objectives.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Brighton Jones expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Brighton Jones's employees to perform their job duties may result in discipline up to and including discharge.
At Wipfli, our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
ResponsibilitiesResponsibilities:
- Manage and coordinate tax compliance and advisory work for clients.
- Review Federal and Multi-State Partnership tax returns.
- Lead day-to-day client relationships, supporting partners with service execution and development of extended services.
- Consult on technical matters and special projects.
- Build relationships and communicate effectively with clients to provide superior service.
- Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects.
- Manage, train, and develop staff, and participate in the performance review process.
- Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner.
- Prepare client communications pertaining to engagement planning and requests.
- Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders.
- Communicate with engagement leaders regarding open items or other important matters in a timely manner.
- Adhere to prescribed budgets and deadlines.
- Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters.
Additional Responsibilities:
- Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc.
- Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc.
- Lead multi-disciplined client service teams for account planning.
- Recognize potential issues and/or opportunities in engagements and discuss with engagement leader.
- Perform a limited number of tax return interviews as needed.
- Provide technical assistance to clients.
Qualifications:
- Bachelor's degree in accounting or an equivalent combination of education and experience.
- CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing.
- At least 3 years of job-related experience.
- Subject matter leader in similar accounting and/or tax services.
- Management and/or mentoring experience with other staff members.
- Experience making recommendations to management.
- Prior public accounting experience desired.
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at .
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $85,000 to $128,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
\"Wipfli\" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.