Tax Accounting Senior

Rose Financial SolutionsNorth Bethesda, MD
2dHybrid

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! Your responsibilities vary based on your assigned department and clients, but are likely to include:

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.

Benefits

  • ROSE is passionate about serving our clients and is dedicated to being a great place to work.
  • Our professional work environment involves working alongside the best and the brightest professionals, competitive compensation plan, with long-term growth opportunities.
  • ROSE also offers a comprehensive benefits package including health insurance subsidies up to 80%, Work + Life Fit options, 401(k) with company match, and educational reimbursements.
  • Specific compensation will be based on the skills, experience, merit, location, education, and training.
  • ROSE offers excellent benefits including Medical, Dental, Life, PTO days, Paid Holidays, a 401(k) Retirement Plan, Hybrid Work Options.
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