Overview of the Company
Solopreneur Sherpa Tax strives to become the premier small business (under 100 employees) accounting firm in the Pacific Northwest. We are headquartered in Coeur d’Alene, Idaho and serve Idaho, Spokane and the rest of Washington, Montana, Oregon, California, and several other states. Our services are bookkeeping, tax, and payroll.
To date the owner has reviewed and signed all tax returns, established all tax positions, and done all the research. He is looking to remove himself from primary tax duties by bringing on an operational leader who will take the lead in developing firm policy and culture around tax work and quality. The Head of Tax will dictate the firm’s tax policies and objectives. He/she will monitor IRS and regulatory changes, and execute our firm’s reporting and planning to ensure compliance with applicable tax statutes.
The owner is an entrepreneur with a background in Big 4 public company Sarbanes-Oxley Internal controls. He is passionate about optimizing businesses and implementing financial systems and has transitioned from financial auditing into bookkeeping, tax, and payroll due to a geographic and lifestyle change over the last five years. Adding the next leader at the firm with a tax background will help capture a large market share and expand the quality of our work and abilities as the company scales.
About the Job
The candidate's primary duty is to be ready and entirely confident in addressing any tax issue or client challenge and leading the firm’s response. You will additionally remain adept and trained in the latest tax updates especially those in our regional and industry specialities (examples include construction, manufacturing, online businesses). Candidate will be passionate about creating efficiencies through consolidated technology solutions and will appreciate a leadership position in a growing firm in this region working with small businesses.
You will provide strategic direction, technical guidance, and leadership to the growing Tax team (currently four persons).
While not a primary duty it is likely the candidate will support bookkeeping, payroll, and accounting project and research needs. You will participate and build the strength and breadth of all company departments, based on needs and preferences in enhancing our internal knowledge, improving systems, and seamless shared client support and strategy alignment between our services.
Ideally a candidate is interested in a long-term opportunity that would include profit-sharing.
What Your Day-to-Day Will Look Like
- Correspond with customers to discuss, explain and advise on tax-related matters
- Correspond with the tax authorities when required
- Research tax issues that arise from planning or compliance work
- Engage in tax planning for small businesses and individuals
- Quarterback any sales tax and corporate tax audits that may arise
- Assist in the development of systems and processes pertaining to the tax department
- Pitch in for matters relating to full-cycle accounting when required
- Coach and mentor our accountants and tax juniors
- QA
- Advise top management of the impact of new tax laws and proposed legislation
- Recognize complex technical tax issues, perform research and analysis to support management decision-making
- Generate all tax documents on a constant schedule and respond to all demands for information
- Be accountable for the company's business taxes, strategy, and effectiveness
- Address all taxation issues by implementing effective tax management solutions that optimize tax bills
- Develop federal and state tax planning ideas
- Attend professional development and training sessions
What You Need to Succeed
- You have a CPA or EA designation
- You should have 5+ years of tax experience working in a local, mid-tier or regional firm with a general focus on complex business owners and investors
- Particular knowledge and experience with 1040, high net worth, advanced 1040 tax strategies, 1031 and QSBS is ideal but not required; we primarily serve business owners and fairly standard business returns 1065s, 1120s and a small amount of 1120s
- You can deliver spectacular customer service, you have great communication skills and you are able to easily explain difficult concepts
- You are confident and are comfortable with being the primary decision-maker with regards to tax issues at the firm
- You are exceptionally detail-oriented
- You are tech-savvy and enjoy researching, adding, tweaking, and leading the integration of tech solutions and systems
Job Type: Full-time
Pay: $80,000.00 - $120,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Flexible schedule
- Paid time off
- Profit sharing
- Vision insurance
Schedule:
- Monday to Friday
Application Question(s):
- If this ends up being a good fit, how soon could you start?
Experience:
- Tax experience: 3 years (Required)
License/Certification:
- CPA (Required)
Ability to Commute:
- Coeur d'Alene, ID 83814 (Required)
Ability to Relocate:
- Coeur d'Alene, ID 83814: Relocate before starting work (Required)
Work Location: In person
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