Tax Accountant

Job Description

Tax Accountant | Outcomes®

The Tone:
This is an entry-level Tax Accountant role at Outcomes®. The company relies on its team to manage essential financial compliance across federal, state, and local jurisdictions. This position specifically supports the overarching tax compliance activities under the close guidance of senior team members and external tax advisors. As an integral part of the team, this role is crucial for gathering and organizing financial information, preparing routine tax workpapers and filings, processing tax payments, and diligently maintaining accurate tax records and calendars. This contribution ensures smooth operation of tax-related accounting tasks and assists with any arising tax notices.

The TL;DR
• Role: Early Career
• Team: Reports to senior team members and works with external tax advisors.
• Mission: Owns the execution of routine tasks supporting federal, state, and local tax compliance activities.
• Tech Stack: Microsoft Excel, NetSuite (helpful), tax preparation software (helpful)

What You’ll Actually Do
• Financial Data Management: Systematically gather, organize, and reconcile all necessary financial information required for comprehensive federal, state, and local tax compliance activities.
• Tax Document Preparation: Prepare routine tax workpapers, detailed schedules, and accurate account reconciliations, along with supporting documentation using established procedures. This includes assisting with the preparation of income, franchise, property, sales and use, and other various tax filings.
• Tax Payment & Record Keeping: Assist with calculations and documentation for estimated and extension tax payments, then process these approved tax payments. Additionally, maintain accurate payment records, essential tax calendars, due-date trackers, files, and electronic documentation to ensure compliance.
• Tax Communication & Research: Research routine tax questions and effectively summarize findings for review by senior team members. This also involves assisting with responses to tax notices by gathering supporting documentation, drafting routine correspondence, and tracking their resolution.
• Process Improvement & Accounting Support: Actively support broader tax-related accounting activities, contribute to audits, and participate in process improvement initiatives as assigned, while also maintaining current knowledge of relevant tax and accounting practices.

The Must-Haves
• Background: Bachelor’s degree in accounting, finance, or a related field; foundational knowledge of accounting principles and an interest in corporate taxation.
• Experience: 1-2 years of professional accounting or tax experience.
• Skills: Proficiency in Microsoft Excel, including basic formulas, sorting, filtering, and data organization; strong attention to detail, organization, and ability to meet deadlines; clear written and verbal communication skills and a willingness to learn.
• Bonus: Experience with NetSuite or tax preparation software.