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Job Description: Underwood & Roberts, PLLC is seeking motivated professionals with 5-10 years tax compliance experience in individual, partnership, corporate, and fiduciary federal and state tax returns for high net-worth families and closely held-businesses. Underwood & Roberts, PLLC is a premier boutique firm that provides our clients with legal, accounting, tax, and business consultation services from the inception of the client’s businesses through the transition to the next generation or a buy-out of the business. Our tax consultants are involved in every aspect of the client services we provide and therefore create lasting and deep relationships with the clients and gain vast knowledge across many subject areas and industries.

Position Description:

• Prepare individual, partnership, S corp, C corp, fiduciary, and non-profit income tax returns and extensions for a diverse client base. Federal and Multi-state.
• Prepare sales and income tax nexus studies for multi-state clients.
• Direct client responsibility and communication.
• Tax Planning. Including but not limited to working with attorneys in the office structure client’s businesses in a tax efficient manner and assist in implementing structure.
• Research and resolve federal and state income tax, sales tax, and payroll tax issues.
• Respond and resolve client tax notices from IRS and state agencies.
• Work with peers to research and solve tax issues and to further understand tax laws.
• Prepare personal property tax returns, payroll tax returns, estimated tax payments, depreciation schedules
• Analyze client prepared financial statements in order to be able to prepare an accurate tax return. Booking adjusting journal entries.

Desired Skills and Experience:

• CPA, Enrolled Agent, or significant tax compliance experience
• Bachelor’s degree preferred but not required if significant experience.
• 5-10 years minimum experience in tax compliance.
• Proficient in MS Excel, Quickbooks
• Lacerte software – knowledge a plus but notrequired
• Strong interpersonal / communication skills and desire collaborate/interact with peers and clients.
• Ability to build and maintain client relationships.
• Ability to manage multiple clients/projects/deadlines efficiently.
• Detail oriented. Organized. Self-Motivated.

Compensation/Benefits and Work Schedule:

• Total compensation package in the top of the industry
• Salary and Bonuses based on meeting and exceeding billable goals.
• SEP IRA retirement contributions
• Highest quality medical and dental insurance plans
• Flexible vacation / sick /personal leave policies
• Dress for your day policy
• Work from Home – some work from home days available in non-tax season for seasoned employees. Majority of time is in the office.
• Spring and Fall Tax Season – 55-60 hour work week , weekend hours required
• Off Season – Average 40 hour work week (fluctuating depending on deadlines and or projects) with tons of flexibility on short days, days off, balance to offset tax season.