Salary
💰 $80,000 - $120,000 per year
About the role
- Gather data necessary for federal and state income tax returns
- Review state and federal state tax returns prepared by outside CPA, including composite and pass-through entity filings
- Prepare select state income tax returns
- Maintain state tax calendars, due date schedules, and compliance logs
- Support multi-state apportionment and allocation analyses for corporate and shareholder-level filings
- Prepare and reconcile tax accounts, including estimated payments, extensions, composite payments, and overpayment carryforwards
- Assist with nexus evaluations, registration, and compliance for new jurisdictions
- Respond to state and local tax notices, inquiries, coordinate with external CPA’s and regulatory agencies as necessary
- Distribute K-1s to shareholders and respond to shareholders questions regarding K-1s
- Provide advice to company and shareholders about the advisability of opting certain composite returns
- File renditions for property and personal tax in a handful of jurisdictions and ensure timely payment of property taxes
- File business license renewals, state information returns, and local information returns
- Research and interpret state and local tax laws, regulations, and rulings
- Prepare and improve written documentation
- Identify process improvements and automation opportunities to increase efficiency and reduce compliance risk
- Perform other duties as assigned
Requirements
- 4-year college degree
- At least 5 years of experience with federal and state local income taxes
- Prefer candidates with experience working in 30 or more states
- Prefer candidates with experience in California and Texas state taxes
- At least 3 years of experience working on S corporations’ taxes
- Preparing taxes for service firms or professional firms a plus
- Experience managing outside CPAs
- Prefer experience with state registrations as a company enters new marketplaces
- Great interpersonal skills
- CPA not required. We are unable to provide supervision of CPA candidates
- Sales tax/indirect tax experience not needed
- Must be able to travel once annually for continuing education
- While we are open to having this position remote, the selected candidate must be physically present in our Houston home office 3-4 times annually to handle the logistics of filing returns and making tax payments
- Ability to be in the Houston home office more often a plus
- Must work from USA and be authorized to work for any US employer