Job Information
MillerMusmar CPAs Seasonal Tax Reviewer in Remote, Virginia
Come join MillerMusmar CPAs an award-winning CPA firm located in Reston, Virginia. We were awarded one of the Top Accounting Firms to work for by the Washington Business Journal as well as a Great Place to Work in 2018.
We have been providing quality client services for over 25 years!
We are a full-service firm specialize in accounting, tax, assurance, and management advisory services. We have a diverse client base, ranging from government contractors, retail, and consulting businesses (Domestic and International), nonprofits and association. In addition we have a unique mix of individual clients (U.S citizens, Foreign Nationals, and Expatriates). This is an excellent opportunity to join a growing CPA firm and be a part of a learning culture that is collaborative and diverse!
At MillerMusmar, we believe in taking care of team members, so we offer 401K, medical, dental, EAP, and vision benefits. We also have a full suite of local and nationwide discounts that appeal to a wide array of activities and services.
This is a fully remote position and seasonal. The corporate office hours 8am-5 pm EST
Pay and Benefits:
Salary: $60.00 - $120.00 per hour
Though this is a seasonal position, it could be the segway to a full-time position with our firm. Seasonal positions are temporary and do not include benefits. However, here is glance at MillerMusmar's benefits. MillerMusmar believes in taking care of team members, so we offer 401K, medical, dental, EAP, and vision benefits to all full-time positions. We also have a full suite of local and nationwide discounts that appeal to a wide array of activities and services. We understand that highly satisfied employees are key to a thriving organization. This is why we offer a complete benefits package to all full-time positions that includes:
*A competitive annual salary and compensation package
*Flexible, full-time hours
*Full or partial remote work opportunity based on performance and experience
*Self-Managed Paid Time Off (PTO) accrues per pay period 20 days a year
*9 paid holidays each year in addition to PTO and 3 weeks of designated paid firm closures during the year
*Parental leave
*Firm supplemented health insurance (100% employer-paid for employee coverage)
*Dental insurance (100% employer-paid)
*Vision insurance (100% employer-paid)
*Life, short-term, and long-term disability insurance
*401(k) retirement matching (up to 4%) and profit-sharing plan
*Bonus programs
*Employee referral bonus
*Club and gym membership on premises
*Team and social activities for employees
*A workplace culture that supports collaboration, teamwork, financial stability, and professional growth
Position Summary
Summary:
The Seasonal Tax Reviewer is responsible for reviewing final returns prior to filing for individuals, businesses, and other entities. This role involves reviewing financial records, interviewing clients, and ensuring that tax returns are accurate and comply with federal, state, and local regulations.
Supervisory Responsibilities: N/A
Job Responsibilities:
Tax Review:
Review final federal, state, and local tax returns for individuals, corporations, partnerships, and other entities.
Analyze client financial records, including income statements, balance sheets, and other relevant documents.
Ensure accuracy and compliance with applicable tax laws and regulations.
Client Interaction:
Conduct interviews with clients to validate financial information if necessary.
Provide clients with information on tax laws and regulations.
Advise clients on potential tax liabilities and benefits.
Documentation and Filing:
Ensure accurate records of tax returns and related documents.
Respond to client inquiries regarding their tax returns.
Tax Planning:
Assist clients with tax planning to minimize future tax liabilities.
Stay updated on changes in tax laws that may impact clients.
Compliance and Audit:
Assist with tax audits by providing necessary documentation and explanations.
Ensure compliance with IRS and state tax regulations.
Software Utilization:
Use tax preparation software to complete tax returns.
Maintain proficiency in current tax software and updates.
Required Competencies:
Tax:
Fully researches issues and presents pertinent guidance in support of suggested alternatives
Seeks to provide “champion” knowledge of either technology or specialized technical knowledge
Displays ability to consolidate returns, do more complex tax returns without supervision
Ability to effectively use the firm's technology including MS Office and tax software
Assists others in resolving problems related to systems or software
Researches, develops, and documents complicated taxation issues
Understands gift tax 709 and estate tax 706
Conducts detailed reviews on all returns and appropriate review notes for preparers;
raises potential tax issues
Demonstrates appropriate understanding of firm policies and standards related to ASC 740‐10
Proficient knowledge of FAS 109, FIN 48, FAS 5, FAS 141R, FAS 123R, APB 2
Ability to prepare the following forms: 1120,1065, 1120S and 1040
Proactively takes part in tax planning for clients
Demonstrates an understanding of clients tax needs including review of organizational structure and any/all other entities held by the organization which could be impacted by this work
Client Service:
Interacts successfully with clients building trust and rapport.
Assists firm members in follow‐up with clients to ensure expectations were met
Stays abreast of industry publications for targeted client industries to build basic knowledge
Maintains strict confidentiality of all client business
Begins to demonstrate ability to strengthen relationships with clients
Handles client complaints and communicates issues with possible solutions to management
Business Development:
Builds external relationships and a network of peers
Joins external networking groups
Relates firm service offerings to current clients; communicates identified opportunities to supervisor
Assists with proposals for new clients
Develops a knowledge of competitors' positions in industry
Understands firm's services and potential for cross‐selling opportunities
Participates in firm recruiting events as requested to introduce and sell the firm to students and faculty
Understand the Alliance firm capabilities and how they can support the growth of business, this would include BRN capabilities
Communication
Demonstrates ability to correspond and
communicate professionally
Develops communication skills that ensure all firm communications are of
a quality expected from a premiere accounting firm
Interacts with others in a manner that cultivates an environment of trust, respect, and fairness
Maintains communication with colleagues, supervisors, managers, and partners
Provides clear written communication in both internal and external correspondence
Operational Excellence (effective, efficient, productive)
Identifies engagement issues that cause inefficiencies or risks to engagement quality, and effectively works with firm personnel to effect positive change
Demonstrates consistent ability to bring jobs to conclusion effectively and in a timely manner
Takes time to share time‐saving efficiencies with others to help improve their efficiency while maintaining quality
Personal Development
Takes the initiative to build in‐depth knowledge of key client industries
Proactively seeks work, asks to “shadow” for job experience
Completes EA certification
Qualifications/Skills:
Strong understanding of federal, state, and local tax laws.
Excellent analytical and problem-solving skills.
Strong attention to detail and accuracy.
Effective communication skills, both verbal and written.
Proficiency in Microsoft Office Suite, particularly Excel.
Education and Experience Requirements:
Education:
Bachelor's degree in Accounting, Finance, or related field required.
Certification as a Tax Preparer (e.g., CPA, EA) is a plus.
Experience:
Minimum of 3-5 years of experience in tax preparation, preferably in an accounting firm.
Experience with tax preparation software (e.g., TurboTax, Lacerte, or similar).
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Other duties:
Employee signature below indicates the employee's understanding of the requirements, essential functions, and duties of the position.
