Tax Accounting Senior

Rose Financial Solutions LLC•North Bethesda, MD

4d•Hybrid

About The Position

ROSE is a Finance as a Service (FaaS) leader, supporting a company's back office by harmonizing People, Process, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby®, a system of engagement built on enterprise-grade, hyper-automation technology that manages finance, accounting, and tax activities, converts data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance. Rose Financial Solutions (ROSE®) is seeking a Tax Accounting Senior who has a strong tax background and enjoys automation and process improvement. ROSE builds unique solutions for its clients, providing the people and technology small to mid-sized companies need to scale. If you love connecting great people to awesome solutions and are looking for that next big thing, apply here!

Requirements

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.

Nice To Haves

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

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.