1,077 Tax Support jobs in the United States

• Monthly review of transactions and information for various account types, and correction as needed
• Assist with monthly review and correction of IRA transactions, including review of accounts for filing requirements and collection of beneficiary information
• Assist with year-end reporting for IRA accounts (1099-R and 5498)
• Monthly review of MLP transactions and activity, and coordination of YE reporting
• Assist with monthly tax withholding reconciliations
• Maintenance of tax files
• Generate reports from the trust accounting system (SWP) for accounts recently opened or closed. Review reports for key information related to tax reporting, as directed
• Manage tracking and documentation of IRS and State tax authority correspondence. Coordinate with Tax Team on collection of information and response as appropriate
• Year-end review of Municipal Bond information
• Assist with preparation of information and delivery to tax preparers
• Prepare year-end Capital Gain/Loss Excel spreadsheets
• Prepare year-end Holdings reports for charitable trusts
• Prepare Rental and Farm activity workpapers
• Maintain fiduciary tax tracking log to ensure completeness of filings and payments. Update tax-related comment fields on trust accounting system (SWP) with notes from tracking log
• Monitor and review 65-day distribution transactions. Maintain listing and update preparers as transactions are completed
• Fiduciary tax return processing, to include obtaining signatures on documents, electronic delivery of official documents to customers and/or internal staff, tracking progress of accounts throughout the entire tax filing process, and providing Tax Team with information and progress updates
• Compile information and prepare necessary schedules and worksheets for use in posting tax/balance due electronic payments by required payment dates
• Communicate with tax preparers and Trust and Wealth Management staff via email, queries, and secure websites
• Save documents to electronic storage

• Maintain confidentiality of customer account information
• Assist Trust and Wealth Management with special projects
• Periodic team check-ins
• Perform other duties as assigned

• High school diploma or equivalent required
• Relevant College/University business coursework
• This job requires skills needed in a typical office environment. This includes computer skills, as well as utilization of office equipment. Proficiency in Microsoft Suite, specifically Excel, is preferred
• Previous work experience demonstrating required skills is preferred
• Must be able to lift 25 pounds
• Analytical skills
• Organizational skills

Responsibilities:
•Review and validate tax/Common Reporting Standards (CRS) information reporting Self-Certification forms for accuracy, completeness, and consistency against firm's records
oSkill: Knowledge tax certification Form W-8/W-9/CRS Self-Certification
•Outreach to Client Service teams to solicit missing or amended Self-certifications when applicable
oSkill: Communication skills and ability to advise why documents may be deemed invalid or incomplete and what is needed to correct or cure
•Create and/or maintain CRS tax profiles in firm system housing party information
oSkill: Data input and processing skills
•Manage metrics regarding the status of the project, volumes, information to support review, etc.

Requirement:

top skills
- attention to details
- analysis
- communication

exposure to/familiarity with CRS - FATCA reporting - how to validate certifications that comes with this reporting, W8/W9

education
undergraduate with tax knowledge as above -
grads are welcome provided they have internship experience in that tax space ( 6 months at least)

Additional Skills:
•Knowledge of CRS reporting
•Analytical
•Attention to detail
•Teamwork
•Dependability
•Bank product knowledge

- Knowledge tax certification Form W-8/W-9/CRS Self-Certification
- Knowledge of Common Reporting Standards reporting
- Communication (verbal and written)
- Data input and processing skills
- Attention to detail
- Teamwork

OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at

*** Candidates must reside in the DFW, TX or Phoenix, AZ area.

Job Description
The Tax Regional Support Specialist Is responsible for providing outstanding tax service, supported by researching and resolving tax notices and escalations.

Essential Functions/Duties/Responsibilities

• Interacts with various Federal, State and local taxing agencies regarding compliance with regulatory guidelines as well as resolving related issues with notices
• Frequently communicate with federal, state, and local tax agencies to resolve customer payroll tax notices.
• Work to ensure KPI and SLAs are met
• Maintains average ticket aging to 30 days or less
• Responds to cases within stated department expectations
• Identify and provide feedback on jurisdiction processing issues based on notices (aka; mass events)
• Coordinate with internal agency relations team to ensure creation of mass event payments
• Coordinate with internal agency relations team to handle abatement requests.
• Communicate updates and perform tasks on customer notices by asking for cash collection, creating prior quarter and current quarter payments (create ACC Packet), and generate check payments for late and missing returns/payments for tax cases.
• Coordinate with internal treasury team to research outstanding (non cashed) check payments.
• Coordinate with internal amendments team by providing amendment check list and reassigning the ticket to their queue when an amendment is needed.
• Package, mail and track any payments/missing returns and send to agencies.
• Requires Flexible Work schedules and quarterly extended work schedules to meet time sensitive deadlines

• Positive attitude
• Good time management skills
• Detail-oriented
• Flexible in changing environment
• Problem solver
• Strong written and verbal skills
• Team player
• Analyze problems or data
• Mathematical aptitude
• Work with tight deadlines
• Critical thinking
• Self-directed management of work and results
• Computer literacy

• High School Diploma
• 2-4 years customer service
• 1-2 years of payroll tax knowledge
• Basic excel experience
• Proven Ability to prioritize tasks

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This range is provided by GemHarvest Executive Recruiting. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

$80,000.00/yr - $10,000.00/yr

Direct message the job poster from GemHarvest Executive Recruiting

Overview

Well established, highly profitable Boutique Wealth Management firm serving high net worth and ultra high net worth clientele seeks a Tax Advisor to advise clients on a variety of tax issues, and review sophisticated client tax returns.

Highlights

• Liaise with trusted and professional Financial Advisory team to advise closely held high net worth and business clientele from diverse industries on tax matters
• Participate in the growth of a highly profitable independent RIA by reviewing, planning, and preparing tax returns and compliance-related matters
• Strong culture of teamwork, integrity, work-life balance and personal and professional development
• Competitive compensation package including benefits and bonuses

Requirements

• Bachelors Degree in Accounting or related field
• 2+ years of experience in Public Accounting with an emphasis in taxation
• CPA license or EA certificate preferred
• Track record of professionalism and attention to detail
• Familiarity with tax forms and Maryland Personal Property Tax Return
• Preferably proficient in CCH ProSystem FX, Quickbooks

• Seniority level Associate

• Employment type Full-time

• Job function Accounting/Auditing, Management, and Finance
• Industries Accounting, Financial Services, and Investment Management

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Medical insurance

401(k)

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A client of Insight Global is seeking a high-level Aduit/ Tax Consultant to serve and expand our multi-state state tax practice working with clients and our channel partners. Applicants need a broad-based exposure to state income tax, sales/use tax, and Washington state excise tax matters, including tax compliance.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to com.

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .

-Bachelor's degree in Accounting (MST or CPA preferred) or JD/LL. M. with high proficiency in Microsoft Excel;

-At least five years of full-time SALT experience;

-Experience working for or against the WA State Department of Revenue;

-Broad-based experience in multi-state income, excise and sales/use, Washington excise taxes, and local taxes;

-Experience managing client engagements from start to finish, including managing staff;

-Ability to confidently and effectively communicate with clients and state/local tax authorities;

-Excellent research, analytical, and data skills;

We are seeking a highly skilled and experienced Tax Consultant/Tax Attorney to join our team. In this role, you will provide expert guidance and support to clients on various tax matters, including tax planning, compliance, and dispute resolution.

You will work closely with clients to analyze their financial situations, identify tax-saving opportunities, and ensure compliance with relevant laws and regulations. Additionally, you will represent clients in tax audits and negotiations with tax authorities, striving to achieve favorable outcomes.

Qualifications

• Juris Doctor (JD) degree from an accredited law school
• Active license to practice law in the stateMinimum of X years of experience in tax law, preferably in a law firm or corporate setting
• Strong knowledge of federal, state, and local tax laws and regulations
• Excellent analytical and problem-solving skills
• Exceptional communication and interpersonal abilities
• Ability to work independently and collaboratively in a fast-paced environment
• Attention to detail and strong organizational skills
• Competitive salary commensurate with experience
• Health, dental, and vision insurance coverage
• Retirement savings plan with employer matching
• Paid time off and holidays
• Professional development opportunities and continuing education support
• Collaborative and supportive work environment with opportunities for growth and advancement

In this position you will be responsible for the successful delivery of Tax Account Management Services. Ensures employment tax filing and payment obligations are met in compliance with PEO requirements, federal, state and local regulations. Manages the integration of employer tax accounts into the co-employment relationship. Analyze employer tax accounts and consult on the back-end regarding tax account status, business changes, filing discrepancies, documents and critical data gaps. Research and resolve employment tax related matters. Ensure tax accounts maintain a good standing status with taxing authorities and reconcile any checks. Provides support and guidance to clients, regions, taxing authorities, business partners and third party administrators regarding PEO reporting and employment tax matters.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to com.

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .

FPC or CPP
Working with state agencies
Bachelors degree
1 - 3 Years of Directly Related Experience
Prior federal tax payroll experience (940, 941)
Analytical abilities
Accounting background (AR, AP, accounting, etc.)
Intermediate excel