Tax Team Lead

Job Description:

• Lead and oversee preparation and review of individual, partnership, corporate, and nonprofit tax returns
• Coordinate the tax team’s day-to-day workflow, assignments, priorities, deadlines, and workloads
• Serve as a technical resource for Tax Associates and resolve tax and accounting questions
• Mentor, train, and support Tax Associates’ professional development
• Assist with onboarding and training new Tax Associates
• Monitor tax deadlines and outstanding client information; identify delays and develop solutions
• Assist management with staffing, workload, and resource planning during peak tax seasons
• Prepare and review Forms 1040, 1065, 1120, and 990
• Conduct secondary and final reviews of tax returns
• Research and resolve complex tax issues and maintain knowledge of federal, state, and local tax laws
• Support compliance-related reporting requirements
• Communicate with clients regarding tax questions, missing information, and technical matters
• Collaborate with clients, internal stakeholders, departments, and leadership
• Improve tax preparation processes, workflows, and procedures
• Develop and maintain internal tax procedures, checklists, training materials, and resources
• Troubleshoot Lacerte issues and provide technical support
• Support QuickBooks, payroll, and accounting-related questions
• Process general ledger transactions and journal entries
• Transact and reconcile commission revenues
• Process accounts payable payments and accounts receivable receipts
• Monitor cash balances across multiple entities
• Participate in month-end closing and resolve accounting discrepancies
• Assist with internal financial statement preparation and review
• Support firm initiatives and special projects
• Travel up to 10% as needed

Requirements:

• Bachelor’s degree in Accounting, Finance, or Business Administration required
• Current Certified Public Accountant (CPA) or IRS Enrolled Agent (EA) designation required
• Minimum of 5 years of tax preparation experience, including Forms 1040, 1065, 1120, and 990
• Experience reviewing tax returns, providing technical guidance, or leading tax workflows preferred
• Experience with accounts payable, accounts receivable, and general ledger activities preferred
• Proficiency in Microsoft Office Suite, particularly Excel
• Experience with Lacerte, TaxDome, QuickBooks, NetSuite, or similar tax and accounting software
• Strong knowledge of tax compliance, accounting principles, and financial reporting
• Excellent analytical, problem-solving, and organizational skills
• Strong written and verbal communication skills
• Demonstrated leadership, professionalism, ethical judgment, and attention to detail
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Ability to travel up to 10% as needed
• Successful completion of all pre-employment requirements, which may include a criminal background check and credit history review, as permitted by law
• Preference given to candidates in Eastern or Central U.S. time zones

Benefits:

• Competitive Compensation
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays
• Remote work environment