Exemplar Companies, PBC · 5 hours ago
Senior Accountant
United States
Full-time
Remote
Mid, Senior Level
2+ years exp
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Responsibilities
Prepare and review complex federal, state, and local income tax returns for individuals, corporations, partnerships, and trusts.
Prepare and review gift tax returns and estate tax returns (both income tax and Form 706).
Conduct tax planning and research to provide innovative solutions that minimize client liabilities.
Financial planning, modeling and consulting regarding year end tax planning strategies. Provide support to the Tax Strategy group of Exemplar Law.
Performing all forms of tax projections using a variety of income tax planning software, and estate planning software.
Assist in managing client relationships by providing proactive communication and timely responses.
Identify opportunities for process improvement and implement best practices in tax preparation and compliance.
Mentor and train junior team members, providing guidance and fostering their professional development.
Stay current on changing tax laws and regulations to ensure compliance and strategic advantage for clients.
Support clients of Exemplar Law during IRS audits and examinations, including preparation of documentation and correspondence with tax authorities.
Qualification
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Required
Bachelor’s degree in Accounting or Finance required.
Master’s in Taxation and CPA certification required.
Two to four years or more of experience in public accounting firms, focused primarily on income tax compliance and planning.
Strong knowledge of federal, state, and local tax regulations and compliance requirements.
Proficiency with tax software and tools, such as CCH Axcess, ProSystem, Thomson Reuters Checkpoint Edge, or similar platforms.
Proficiency with all Microsoft products, including Word, Excel, and database management.
Excellent analytical, organizational, and problem-solving skills.
Ability to manage multiple priorities and deadlines in a fast-paced environment.
Exceptional interpersonal and communication skills for effective client and team interactions.
Preferred
Dually licensed CPA/Attorney would be given preference.
Experience in tax planning for high-net-worth individuals and business owners is required.
Exposure to international tax compliance and reporting is a plus.
Experience in detailed financial modeling for tax consulting and estate planning projects is a plus.
Company
Exemplar Companies, PBC
Exemplar Companies, PBC is an integrated tax, law, capital and strategy professional services firm.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christopher Marston
CEO & founder
Robert Hertz
Managing Director of Health Tech Commercialization
Company data provided by crunchbase
