Tax Staff

Klingbeil Capital Management

Tax Staff preparing federal and state tax returns for a private real estate and family office company. Collaborating with a small team on tax-related accounting processes.

Posted 7/10/2026full-timeRemote • 🇺🇸 United StatesLead💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax preparation and compliance, with a strong focus on accuracy and efficiency in accounting processes. Proficient in utilizing tax preparation software and Microsoft Excel to enhance workflow and maintain effective communication with team members.

Highest-signal resume keywords

CPA CertificationTax Preparation (1065, 1040, 1041)Tax ResearchMicrosoft Excel ProficiencyPublic Accounting Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationAdjusting EntriesAccounting Records ReviewTax ProjectionsCompliance Procedures

Soft Skills

CommunicationCollaboration

Tools & Technologies

Thomson Reuters WorkpapersUltraTax

Certifications & Qualifications

CPA Certification

Industry Keywords

Public AccountingCorporate AccountingTax Compliance

About the role

Key responsibilities & impact

Review accounting records, prepare adjusting entries, and assemble complete workpaper files
Prepare tax returns (1065, 1040, 1041)
Prepare tax projections
Perform tax research as needed to address issues encountered in preparation process
Maintain active communications with co-workers
Perform all work in compliance with the Company’s policies and procedures
Follow prescribed procedures, rules and laws while being mindful of ways to streamline and enhance processes and workflow

Requirements

What you’ll need

Current and Active CPA Certification
Satisfactory Background Report
Proficient with Microsoft Office, particularly Excel
Proficient with Tax Preparation Software (we currently use Thomson Reuters Workpapers and UltraTax)
Minimum three years in public accounting or similar corporate/business experience.

Benefits

Comp & perks

Health, Dental and Vision Insurance
401(k) with Firm Contribution
Paid Time Off
Health Spending Account (FSA)
Bonus Opportunity