Gatewood Wealth Solutions

Client Accounting – Tax Specialist

Gatewood Wealth Solutions

full-time

Posted on:

Location Type: Hybrid

Location: St. Louis • Montana • United States

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About the role

  • **Key Responsibilities**
  • **Accounting & Reporting**
  • - Perform **full-cycle accounting** tasks including bank & credit card reconciliations, journal entries, and general ledger maintenance.
  • - Manage accounts payable and receivable for multiple clients.
  • - Prepare payroll, quarterly payroll reports, and related compliance documentation.
  • - Prepare and file **sales tax returns** and assist with other tax regulatory filings.
  • - Generate accurate financial statements such as **profit & loss, balance sheets, cash flow reports, and tax basis reports**.
  • **Tax Support & Compliance**
  • - Prepare and organize client tax return documents in advance of tax season.
  • - Submit electronic filings (e-file) and track confirmations for tax submissions.
  • - Maintain documentation for federal, state, and local tax compliance deadlines.
  • - Communicate with clients about missing tax information, deadlines, and documentation needs.
  • - Assist with coordination of tax planning checklists and onboarding of tax clients.
  • **Administrative & Client Service**
  • - Serve as a primary client contact for accounting and tax administrative questions.
  • - Organize and maintain **client files, tax documents, and compliance records**.
  • - Assist in onboarding new clients, including information gathering and account setup.
  • - Help onboard and train new team members as the department grows.
  • - Support internal process improvements to streamline workflows across accounting and tax functions

Requirements

  • - Minimum **3 years of experience** in accounting, finance, or tax-related professional role.
  • - Strong proficiency in **QuickBooks Online & Desktop**.
  • - Strong understanding of full-cycle accounting, tax compliance responsibilities, and financial reporting.
  • - Excellent client service, written communication, and professional organizational skills.
  • - Ability to manage multiple tasks and deadlines with high accuracy.
  • - Adaptable to new software, processes, and evolving firm needs.
  • **Preferred (Bonus) Qualifications**
  • - Experience with tax preparation workflows or tax software.
  • - Relevant certifications (e.g., **CPA candidate, EA, or tax training**).
  • - Prior experience in a wealth management or integrated service environment.
Benefits
  • Gatewood Wealth Solutions offers a competitive salary with both individual and team-based incentive compensation, as well as a competitive benefits package. Gatewood Wealth Solutions pays 100% of a team member’s health insurance, life insurance, short and long-term disability insurance, and offers a partially funded HSA option. Additional benefits include a company match 401(k) plan, education reimbursement, voluntary dental, and vision insurances. GWS offers 8 weeks paid maternity, paternity leave for the primary caregiver, and 2 weeks for the secondary, tenure based Paid Time Off, and part-time remote work opportunities.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
full-cycle accountingbank reconciliationsjournal entriesgeneral ledger maintenanceaccounts payableaccounts receivablepayrollsales tax returnsfinancial statementstax compliance
Soft Skills
client servicewritten communicationorganizational skillstask managementadaptability
Certifications
CPA candidateEAtax training