Position Title: Sr. Tax Preparer / Client Manager
Come and make ripples of positive impact with us.
At our companies, we believe our positive actions in one area connect to other areas, and make a difference for each other, our clients, our professions, and our community. Together, we make a ripple effect of positive impact.
We forge and feed relationships that are mutually beneficial and satisfying, through knowledge, care and support. We call it our culture of symbiosis. And our shared values guide us in our everyday work together — Build Connection, Practice Curiosity, Bring Energy, Stay Humble, and Think Big.
About Integrated Tax Services
At Integrated Tax Services, we’re more than just tax preparation professionals and accountants. We’re number translators. Numbers are an integral part of everyone’s life story and woven into all facets of life. And, for many, it’s confusing and daunting. We untangle the complicated and build relationships with our clients to help them understand what the numbers mean and how it affects their life story.
We are excited to offer an exciting opportunity for a Sr. Tax Preparer/Client Manager. In this role, you will serve as the primary point of contact for our clients, ensuring their needs are met and fostering long-term relationships. Your responsibilities will include the preparation and review of Estate & Trust and personal tax returns.
What you’ll be doing:
• Independently manage and prioritize a portfolio of up to 250 client accounts, addressing inquiries, resolving complex issues, and delivering personalized tax solutions.
• Prepare and review complex individual, estate, and trust tax returns, including related state filings, using advanced knowledge of asset valuation and tax regulations to ensure accuracy and compliance.
• Develop and implement proactive tax planning strategies to help clients minimize liabilities and achieve their financial goals.
• Monitor and interpret changes in federal, state, and local tax laws, advising clients and internal teams on implications and opportunities.
• Respond to and resolve IRS and state tax notices, mitigating potential client exposure and ensuring timely resolutions.
What you'll bring to the team:
• Enrolled Agent (EA) or CPA designation, or 7+ years’ experience that includes preparation of Estate & Trust returns, bookkeeping, and higher-level accounting.
• Bachelor’s degree or equivalent work experience.
• Proficiency in Microsoft Word, Excel and QuickBooks.
• Proficiency in Thompson Reuters products, i.e. Ultra Tax, preferred.
• Strong communication skills with emphasis on both oral and written communication when dealing with clients and other team members.
• Understanding of regulatory and privacy requirements for tax and accounting firms.
• Ability to work independently and take the initiative to solve problems and handle multiple client projects at once.
• Strong analytical skills, with attention to detail and multi-tasking capabilities.
• Sustained knowledge of tax laws and industry standards and tracking trends and changes as necessary.
Team member benefits package includes:
Paid Holidays - 9 paid company holidays (which includes the day after tax season) plus 1 floating holiday per calendar year.
PTO - Full-Time team members accrue PTO (between 12 -24 days per year depending on length of service).
Insurance - Eligible team members (and eligible dependents) can elect medical, dental, vision, life insurance/AD&D and long-term disability.
401(k) Retirement Plan - 100% vesting upon eligibility.
Other Compensation - Team members may receive performance bonuses and profit share.
Integrated Tax Services is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, veteran status, military service, or any other characteristic protected by law
