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Senior Tax Accountant

Company: Southwest Accounting Resources, Inc
Location: Scottsdale
Posted on: August 4, 2022

Job Description:

Growing Wealth Management company in Scottsdale, Arizona is looking to add a Senior Tax Accountant to their staff. This position will work very closely with the Tax Manager and is a very visible position! Overall responsibilities for Federal, State and Local tax matters including the following: -

  • Complete the preparation of all domestic partnership and C corporation tax filings (federal, state, and local income tax returns), including K-1s, associated supporting calculations, workpapers, and memos outlining key issues and positions taken with support for certain decisions.
  • Coordinate with the finance, accounting, and other internal departments to ensure the tax department receives all data to complete tax adjustment calculations, and gain a thorough understanding of the book accounting treatment of all tax sensitive items.
  • Prepare federal, state and local estimate and extension forms and calculations, as needed.
  • Assist in preparing estimated K-1s to provide to investors for year-end and tax extension planning.
  • Resolve tax issues and draft responses to tax notices and inquiries from federal and state agencies.
  • Assist with timely 1099 preparation and delivery to necessary parties. This includes working with the accounting department to ensure that vendor information is correct.
  • Review and interpret LLC and LP agreements to ensure correct tax return treatment and preparation of tax target income allocation schedules. Provide comments for revisions and changes to future agreements as they are being drafted.
  • Preparation of the domestic ASC 740 quarterly corporate tax provision.
  • Assist in various sales tax projects, including providing support to our third-party vendors, updating in-house processes, and researching topics.
  • Assist in analyzing Qualified Opportunity Zone rules and regulations and provide insight and recommendations to ensure compliance for acquisition, construction, and operation of business entities by Company's Qualified Opportunity Fund. Perform monthly asset testing and ensure steps are taken to avoid all semi-annual test related penalties.
  • Complete the preparation of monthly investor distribution calculations.
  • Assist in the preparation of bi-annual investor summaries detailing their individual assets and current valuation.
  • Assist with creating, managing, and maintaining interim and annual controls.
  • Identify and implement process improvements in preparation and delivery of 1099s, tax returns, and K-1s. This includes helping to automate processes where applicable.
  • Research new and emerging tax topics and reform and/or issues related to the Company tax returns.
  • Assist in writing tax related articles and blogs to be used by our Wealth Development Team to attract investors.
  • Assist in other various tax projects as necessary. Qualifications: -
    • Bachelor's degree in accounting required, Master's in Taxation or equivalent a plus
    • CPA designation, or plan to obtain CPA license preferred
    • Minimum of 2 years of experience at a mid-size to large public accounting firm and/or corporate tax department
    • Strong partnership preparation skills required
    • Knowledge or previous use of CCH Axcess Tax and ProSystem fx Engagement preferred
    • In-depth knowledge of ASC 740 & US GAAP preferred
    • Real estate industry tax accounting experience preferred
    • Previous experience with public companies preferred
    • Previous experience with REIT taxation a plus
    • Previous experience with Sage Intacct accounting software a plus
    • High level of integrity, detail, self-motivation and hands-on approach to problem solving required
    • Demonstrates ability to adapt and execute on activities and deliverables with minimal guidance
    • Experience with effectively working in cross-functional teams
    • Strong oral and written communication skills
    • Strong Microsoft Excel skills - For immediate consideration email your resume in a Word.Doc to Thyra at thyra@southwestaccountingresources.com

Keywords: Southwest Accounting Resources, Inc, Scottsdale , Senior Tax Accountant, Accounting, Auditing , Scottsdale, Arizona

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