What are the responsibilities and job description for the Senior Business Tax Accountant position at Omni 360 Advisors LLC (Formerly Shah Total Planning)?
OMNI 360 Advisors is a dynamic and growing Muli-disciplinary advisory firm dedicated to providing exceptional financial services to a diverse clientele. We are looking for a Senior Tax accountant to join our team of professionals. We pride ourselves on our commitment to professional excellence, client satisfaction, and fostering a supportive and collaborative work environment. We value integrity, innovation, and continuous learning, and we are seeking a motivated Senior Tax Accountant to join our team.
Summary:
The Senior Business Tax Accountant is responsible for managing and overseeing all aspects of business tax compliance and planning. This role involves preparing and reviewing complex tax returns, conducting tax research, providing tax advisory services, and ensuring compliance with all applicable tax laws and regulations. The Senior Business Tax Accountant also plays a key role in identifying tax-saving opportunities and mitigating tax risks for the organization or its clients.
Responsibilities:
- Tax Compliance:
- Prepare and review federal, state, and local business tax returns (e.g., corporate income tax, partnership tax, franchise tax, sales tax).
- Ensure timely and accurate filing of all tax returns and related documents.
- Monitor and respond to tax notices and inquiries from tax authorities.
- Maintain accurate tax records and documentation.
- Tax Planning and Advisory:
- Conduct tax research and analysis to identify tax-saving opportunities and minimize tax liabilities.
- Provide tax planning and advisory services to clients or internal stakeholders.
- Evaluate the tax implications of business transactions and decisions.
- Assist with tax audits and represent the company or clients before tax authorities.
- Advise on tax implications of mergers, acquisitions, and other business restructuring.
- Tax Research and Updates:
- Stay up-to-date on changes in tax laws and regulations.
- Conduct in-depth tax research on complex tax issues.
- Prepare tax memoranda and technical documentation.
- Communicate tax updates and changes to relevant stakeholders.
- Process Improvement and Internal Controls:
- Identify and recommend improvements to tax processes and procedures.
- Develop and implement tax-related internal controls.
- Ensure compliance with Sarbanes-Oxley (SOX) requirements (if applicable).
- Assist with the implementation of tax software and technology.
- Mentorship and Supervision:
- Mentor and train junior tax staff.
- Review the work of junior tax staff for accuracy and completeness.
- Assist in the performance management of tax staff.
- Client Relationship Management (if applicable):
- Build and maintain strong relationships with clients.
- Communicate complex tax information in a clear and concise manner.
- Provide excellent client service.
Qualifications:
- Education:
- Bachelor's degree in Accounting, Finance, or a related field.
- Either a Master's degree in Taxation, CPA or EA certification, preferred.
- Experience:
- 3 years of experience in business tax accounting.
- Experience with preparing and reviewing complex business tax returns.
- Experience with tax research and planning.
- Experience with tax software and research tools.
- Skills:
- Strong knowledge of federal, state, and local tax laws and regulations.
- Excellent analytical and problem-solving skills.
- Strong communication and interpersonal skills.
- Proficiency in Microsoft Excel and tax software.
- Ability to work independently and as part of a team.
- Strong attention to detail and organizational skills.
- Strong ethical standards.
Key Competencies:
- Tax Expertise
- Analytical Skills
- Communication Skills
- Problem-Solving Skills
- Attention to Detail
- Organizational Skills
- Ethical Conduct
Job Type:
- Full-time 40 hrs per week with additional hours during tax season
Pay:
- Competitive salary & performance bonus
Benefits:
- 401(k) 4% Match
- Health savings account
- Life Insurance
- Paid Training
- Vision/Dental Insurance