Job description
Job title
Staff Tax Accountant - Financial Solutions
Department
BELAY Financial - Tax
Reports to
Tax Manager - Financial Solutions
Classification
Full-Time/Exempt
Work Location
Remote
Travel Requirement
Occasional travel is required, including attendance at BELAY's annual company Summit and other business meetings as needed.
Job purpose
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 preparing individual and business tax returns, assisting with tax planning and research, responding to day-to-day tax matters, and 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.
While tax season brings periods of increased workload, 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.
Essential Functions
As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values while fostering a collaborative and positive team environment.
Tax Preparation & Compliance
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
Client Service & Communication
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
Workflow & Process Management
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
Minimum Qualifications
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
Preferred Qualifications
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
Skills & Competencies
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
Working Conditions
BELAY is a remote-first organization. This role requires a dedicated home office, regular use of virtual collaboration tools, and a work schedule that aligns with business needs and BELAY's core collaboration hours. Occasional travel or flexibility outside standard business hours may be required based on the role.
Physical Requirements
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.
Direct Reports
None
Disclaimer
This job description is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. Responsibilities may change from time to time based on business needs, and team members may be assigned additional duties as needed.
Equal Employment Opportunity
BELAY is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law.
Compensation
Salary Range: $60k-$75k
Location Requirements:
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.
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.