Apply on Employer Site

Rose Financial Solutions · 6 days ago

Tax Accounting Senior

North Bethesda, MD

Full-time

Hybrid

Mid, Senior Level

$70K/yr - $110K/yr

3+ years exp

Rose Financial Solutions LLC is a leader in Finance as a Service, providing financial clarity and automation solutions to its clients. They are seeking a Tax Accounting Senior with a strong tax background to prepare complex tax returns and offer recommendations for reducing tax liabilities while staying current on tax law changes.

Accounting

Growth Opportunities

Responsibilities

Prepares complex corporate, fiduciary (complex, grantor, simple and split-interest), gift, individual, partnership and private foundation tax returns, including preparation of work papers and lead sheets; preparation of tax projections and related estimated payments; analyze client information and offer recommendations for reducing client tax liabilities; perform tax research, Assists in preparation of our clients' various compliance returns such as 1099 year-end tax information reporting; monthly or quarterly sales tax reports; annual business license and personal property tax returns, Stays current on latest tax law changes. Take advantage of continuing education opportunities, Assists with general administrative functions of the Tax Department, Performs special projects, as necessary, including assisting staff with research projects

Qualification

Tax preparationFederalState tax lawsExcelCPAQuickBooksReconciliation skillsProcess improvementWritten communicationVerbal communicationTeam player

Required

Completed Bachelor's Degree in Accounting

Minimum 3+ years' experience in tax preparation

Excellent knowledge of federal and state tax laws and regulations

Strong knowledge of Excel, Word and Quick Books

Strong written and verbal communication skills. Must be able to communicate clearly and concisely with senior management, client administration, portfolio managers and high-net-worth clients

Thrives in an environment that celebrates excellence and 'does what it takes' to meet and exceed client and staff expectations

Strong reconciliation and analysis skills

Interest in process improvement and automation

A team player

Preferred

EA or CPA is a plus (not required upon hire)

Benefits

Health insurance subsidies up to 80%

Work + Life Fit options

401(k) with company match

Educational reimbursements

Medical

Dental

Life

PTO days

Paid Holidays

A 401(k) Retirement Plan

Hybrid Work Options

Company

Rose Financial Solutions

Leaders in the Finance as a Service (FaaS) industry providing next level managed finance, accounting and tax services for small to mid-sized businesses.

Founded in 1994

North Bethesda, MD, US

51-200 employees