Client Accounting & Tax Specialist at Gatewood Wealth Solutions / Gatewood Tax & Accounting
Requirements
- 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.
- 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.
- 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
Benefits
- Competitive salary with individual and team-based incentive compensation
- Competitive benefits package
- 100% health insurance paid by the company
- Life insurance paid by the company
- Short and long-term disability insurance paid by the company
- Partially funded HSA option
- Company match 401(k) plan
- Education reimbursement
- Voluntary dental insurance
- Vision insurance
- 8 weeks paid maternity leave
- 2 weeks paid paternity leave for secondary caregiver
- Tenure-based Paid Time Off
- Part-time remote work opportunities
