Staff Tax Accountant - Financial Solutions

Summary

BELAY is a remote-first organization providing tax and accounting services to clients. The Staff Tax Accountant - Financial Solutions prepares individual and business tax returns, supports tax planning and research, responds to tax matters, and participates in client meetings. The role also manages multiple client assignments, maintains workflow documentation, and collaborates with clients and internal teams.

Responsibilities

• Prepare individual, C corporation, S corporation, and partnership tax returns and supporting workpapers
• Calculate tax extensions and quarterly estimated tax payments accurately and efficiently
• Conduct tax research to support client needs and tax positions
• Assist with tax planning projects and identify potential tax-saving opportunities
• Assist with responses to notices and correspondence from the IRS and state taxing authorities
• Support ad hoc tax and accounting projects as needed
• Provide timely, professional, and responsive support to assigned clients
• Participate in client meetings and assist with day-to-day tax questions and requests
• Communicate clearly and proactively with clients and internal team members
• Build strong client relationships through reliable and consistent service
• Escalate complex tax matters or client concerns to appropriate team members as needed
• Manage multiple client assignments while meeting established deadlines and quality expectations
• Maintain accurate time tracking, workflow updates, and documentation within firm systems
• Communicate proactively regarding deadlines, questions, or potential issues
• Identify opportunities to improve workflow efficiency and internal processes
• Collaborate with team members to ensure accurate and timely completion of client work
• Prolonged periods of sitting and computer use
• Frequent participation in virtual meetings
• Ability to communicate effectively through video conferencing, email, and phone
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position

Skills

• * Bachelor's degree in Accounting, Finance, or a related field
• * 1–2 years of accounting and tax preparation experience
• * Experience preparing individual and business tax returns
• * Foundational knowledge of federal and state tax laws and accounting principles
• * Experience working with financial statements and general accounting concepts
• * Ability to manage multiple assignments and meet established deadlines
• * Proficiency with Microsoft Excel, QuickBooks Online, tax preparation software, and workflow or time-tracking tools
• * Tax preparation and foundational tax research skills
• * Knowledge of financial statements, debits and credits, and accounting principles
• * Understanding of federal and state tax fundamentals
• * Strong analytical and problem-solving skills
• * Clear and professional written and verbal communication
• * Client service and relationship-building skills
• * Strong attention to detail, organization, and time management
• * Ability to manage multiple assignments and competing deadlines
• * Ability to work independently while collaborating effectively with a remote team
• * Proficiency with accounting, tax preparation, spreadsheet, and workflow management technology
• * Prolonged periods of sitting and computer use
• * Frequent participation in virtual meetings
• * Ability to communicate effectively through video conferencing, email, and phone
• This role is fully remote within the U.S. *Eastern or Central Time Zone*. However, due to employment and tax compliance considerations, we are currently unable to hire employees in the following states: California, New York, Illinois, Oregon
• * Experience in a public accounting, outsourced accounting, or client-service environment
• * CPA, Enrolled Agent (EA), or active CPA candidate
• * Experience supporting small and mid-sized businesses or startups
• * Experience with Thomson Reuters UltraTax
• * Advanced proficiency with QuickBooks Online

Qualifications

Must Haves

• * Bachelor's degree in Accounting, Finance, or a related field
• * 1–2 years of accounting and tax preparation experience
• * Experience preparing individual and business tax returns
• * Foundational knowledge of federal and state tax laws and accounting principles
• * Experience working with financial statements and general accounting concepts
• * Ability to manage multiple assignments and meet established deadlines
• * Proficiency with Microsoft Excel, QuickBooks Online, tax preparation software, and workflow or time-tracking tools
• * Tax preparation and foundational tax research skills
• * Knowledge of financial statements, debits and credits, and accounting principles
• * Understanding of federal and state tax fundamentals
• * Strong analytical and problem-solving skills
• * Clear and professional written and verbal communication
• * Client service and relationship-building skills
• * Strong attention to detail, organization, and time management
• * Ability to manage multiple assignments and competing deadlines
• * Ability to work independently while collaborating effectively with a remote team
• * Proficiency with accounting, tax preparation, spreadsheet, and workflow management technology
• * Prolonged periods of sitting and computer use
• * Frequent participation in virtual meetings
• * Ability to communicate effectively through video conferencing, email, and phone
• This role is fully remote within the U.S. *Eastern or Central Time Zone*. However, due to employment and tax compliance considerations, we are currently unable to hire employees in the following states: California, New York, Illinois, Oregon

Nice to Haves

• * Experience in a public accounting, outsourced accounting, or client-service environment
• * CPA, Enrolled Agent (EA), or active CPA candidate
• * Experience supporting small and mid-sized businesses or startups
• * Experience with Thomson Reuters UltraTax
• * Advanced proficiency with QuickBooks Online

Benefits

• This role is fully remote within the U.S. Eastern or Central Time Zone.