Tax Accountant

Position SummaryThis is an integral position that ensures the efficient and timely filing of all required tax returns for RMS clients, including but not limited to: individuals, partnerships, private foundations and trusts.  This position explores tax strategies by researching, interpreting and implementing tax laws, in addition to preparing income tax projections. The Tax Accountant uses independent judgment and exercises discretion when handling matters.    

Do you have the right skills and experience for this role Read on to find out, and make your application.
Key Responsibilities·       Prepares assigned tax returns including but not limited to individuals, trusts, partnerships and private foundations·       Prepares the tax files for individuals and trusts using scan software, autoflow data into tax return preparation software and review for accuracy.·       Prepares income tax projections using all sources of information including general ledger, outside projections and tax estimates.·       Communicates with others on a regular basis including but not limited to clients, the tax team, and other members from various departments within RMS.·       Keeps up to date with tax knowledge by participating in educational opportunities; reading professional publications; participating in professional organizations.
Education and ExperienceBachelor’s degree in accounting or business-related field.CPA license or licensed J.D. or working towards certification requiredMinimum of 3-5 years of experience working in public accounting with an emphasis on private client taxation including working with high-net-worth individuals preferredProficient in individual, fiduciary, private foundation and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxation.Familiar with multi-state taxation.
Skills·       Strong written + verbal communication skills.·       Meeting required deadlines.·       Ability to build productive relationships internally and with external service providers.·       Problem solving skills, analytical skills, creative thinker and solid organization and leadership skills.·       Ability to handle multiple projects and deadlines.·       Computer skills including Microsoft Office.·       CCH Axcess, ProSystem fx Engagement and BNA Income Tax Planner.
Work EnvironmentThe Tax Accountant will occasionally work weekends and/or non-regular working hours during tax busy season. The position will be based out of our Van Aken Offices in Shaker Heights. Hybrid office 3 days a week and work from home 2 days a week. 

RMS Investment Group has a deep commitment to diversity. We are an equal opportunity employer. Company policy prohibits discrimination or harassment on the basis of race, color, religion, national origin, ancestry, sex, age, marital status, familial status, sexual orientation, disability, or veteran status. xzbcwsv We support and promote equal employment opportunity, human dignity, and racial, ethnic, and cultural diversity by taking positive steps to eliminate barriers that may exist in hiring and in employment practices.