Role Description
The Staff Tax Accountant - Financial Solutions plays an important role in delivering high-quality tax and accounting services to BELAY clients. This client-facing role supports multiple client engagements by:
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Preparing individual and business tax returns
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Assisting with tax planning and research
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Responding to day-to-day tax matters
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Participating in client meetings
The Staff Tax Accountant works closely with clients and internal team members to provide accurate, timely, and responsive service while continuing to build technical tax knowledge and client advisory skills. This role offers a more balanced alternative to the traditional public accounting environment, with an emphasis on sustainable workloads and work-life balance throughout the year.
Qualifications
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Bachelorβs degree in Accounting, Finance, or a related field
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1β2 years of accounting and tax preparation experience
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Experience preparing individual and business tax returns
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Foundational knowledge of federal and state tax laws and accounting principles
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Experience working with financial statements and general accounting concepts
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Ability to manage multiple assignments and meet established deadlines
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Proficiency with Microsoft Excel, QuickBooks Online, tax preparation software, and workflow or time-tracking tools
Requirements
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Tax Preparation & Compliance
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Prepare individual, C corporation, S corporation, and partnership tax returns and supporting workpapers
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Calculate tax extensions and quarterly estimated tax payments accurately and efficiently
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Conduct tax research to support client needs and tax positions
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Assist with tax planning projects and identify potential tax-saving opportunities
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Assist with responses to notices and correspondence from the IRS and state taxing authorities
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Support ad hoc tax and accounting projects as needed
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Client Service & Communication
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Provide timely, professional, and responsive support to assigned clients
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Participate in client meetings and assist with day-to-day tax questions and requests
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Communicate clearly and proactively with clients and internal team members
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Build strong client relationships through reliable and consistent service
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Escalate complex tax matters or client concerns to appropriate team members as needed
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Workflow & Process Management
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Manage multiple client assignments while meeting established deadlines and quality expectations
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Maintain accurate time tracking, workflow updates, and documentation within firm systems
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Communicate proactively regarding deadlines, questions, or potential issues
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Identify opportunities to improve workflow efficiency and internal processes
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Collaborate with team members to ensure accurate and timely completion of client work
Benefits
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Salary Range: $60k-$75k
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Fully remote within the U.S. (Eastern or Central Time Zone)
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Occasional travel required, including attendance at BELAY's annual company Summit and other business meetings as needed
Working Conditions
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Remote-first organization requiring a dedicated home office
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Regular use of virtual collaboration tools
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Work schedule aligns with business needs and BELAY's core collaboration hours
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Occasional travel or flexibility outside standard business hours may be required
Physical Requirements
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Prolonged periods of sitting and computer use
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Frequent participation in virtual meetings
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Ability to communicate effectively through video conferencing, email, and phone
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Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position