Tax Partner

Tax Partner

Job Description Summary:

Join a CPA Firm, with headquarters in the Philadelphia area, Bucks and Chester Counties, with remote work most days. GW Tax and Accounting is a mid sized fast growing firm, growing from 5 to 50 staff members in the last 4 years, providing exciting career paths during our growth. GW provides tax, accounting, and bookkeeping services to business owners, executives, and independent professionals. We are looking to hire a fulltime Tax Partner with a minimum of 10 years of experience. GW is a family culture, which promotes transparency in a collaborative environment.

Duties, Responsibilities

Tax Services

· Provides review, management and thorough final detail review of tax returns in consideration of tax needs and compliance requirements for individuals, partnerships, corporations, and estates, including general advisory services, (e.g. 1040, 1065, 1120, 1120S, 1041, 990, 5500).

· Provides, when not reviewing or managing returns, full-service preparation of tax returns (e.g. 1040, 1065, 1120, 1120S, 1041, 990, 5500).

· Provides tax projections, planning, and tax notices, etc.

Tax Supplemental Services, Accounting & Bookkeeping Services

· Manages professional accounting and bookkeeping services for business owners.

· Manages financial records, transactions, entries, payments and reporting primarily using QuickBooks.

Firm Support

· Serves as a firm Tax Partner and serves as primary point of contact.

· Manages client relationships and support staff.

· Helps streamline operations plus helps train and educate staff.

· Provides leadership responsibilities to firm.

· Ability to have a significant voice in shaping the firm's future.

· Advises biz owners on tax compliance, financial records and other matters as needed.

· Independently tracks deliverables and identifies additional advisory opportunities with existing clients.

Critical Skills & Experience

· A “Doer”, not afraid to roll up sleeves

· Hands on, not a delegator for deliverables reports and tools

· Tax Software is Ultra Tax with Onvio (preferred)

· QuickBooks Online, QuickBooks Desktop expertise

· Technology savvy , proficient user of MS Office tools

Education & Certification:

· CPA designation (strongly preferred)

· Bachelor’s degree in Accounting or Advanced degree (strongly preferred)

Mix of Virtual and Office Location Address:

· Remote work environment

· Occasional office and client meeting location: Bucks County PA - 85 South Main Street, Suite 201, Yardley, PA 19067 OR 740 Springdale Drive, S-125, Exton, PA 19341.

Compensation, Salary:

· Salary depending on experience

· Partner track or equity track as applicable in the future, based on performance

Benefits:

· Paid time off for holidays, vacation

· Virtual, remote work options

Hiring Start Date:

· Immediately

· Be part of a dynamic team growing 20%+ per year.

· Culture is collegial, collaborative, harmonious, long term.

· You will be joining a dynamic and highly collaborative team of individuals with a focus on business growth, professional development and exceptional client service.

Join a CPA Firm, with headquarters in the Philadelphia area, Bucks and Chester Counties, with remote work most days. GW Tax and Accounting is a mid sized fast growing firm, growing from 5 to 50 staff members in the last 4 years, providing exciting career paths during our growth.