Job Description

RESPONSIBILITIES

• Work with clients in the healthcare industry and other personal service industries to determine the best tax-saving and bookkeeping strategies
• Manage all projects in the tax and bookkeeping department and workflow for team members
• Handle client communications through the use of portal messaging, telephone, and video conferencing
• Prepare complex individual and business returns, mostly 1065, 1120S; some 1120 with multiple states
• Review basic and medium complexity individual returns with multiple states
• Review bookkeeping and assist bookkeepers with maintaining clean books
• Prepare tax projections
• Respond to IRS and state notices

QUALIFICATIONS

• BA in Accounting or related field
• 10+ yrs experience
• Recent work experience in a public accounting firm environment, working with multiple clients.
• EA or CPA preferred
• Must have 2 - 3 seasons reviewing complex individual returns.
• Knowledge of tax compliance for medical professionals - nice to have
• Good financial accounting background and solid understanding of financial statements
• Experience using UltraTax and QBO, preferred
• Very good communication skills

BENEFITS:

• Generous comp plan, including discretionary bonus program, 2x yr
• Signing Bonus
• Monthly reimbursement for health-related expenses under QSHSA plan
• 401k with profit sharing and cash balance plan
• Monthly stipend for cell phone reimbursement
• Ultd CME
• Unltd PTO

Company Description

Cerebral Tax Advisors, Inc. is a growing 100% virtual tax advisory firm specializing in high-level strategic tax planning for healthcare professionals and high-net worth business owners all over the U.S. We assist our clients in optimizing their current tax situation through court-tested, IRS approved strategies while keeping them compliant with the IRS and State. Cerebral keeps a small client base to optimize customer services and maintain a work-life balance for our employees.