Tax Accountant

Edelman Financial Engines
Fairfax, VA
Sep 23, 2022
Oct 08, 2022
Full Time
DescriptionStaff Accountant, Tax (Boston or Fairfax)At Edelman Financial Engines, we believe everyone deserves to move their financial life forward. We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike. Founded on the idea that financial education is a fundamental right for everyone-not just the wealthy, Edelman Financial Engines continues to grow and challenge the status quo. We're moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team. As a Tax Accountant on the Finance & Strategy (F) Team, you will be responsible for the preparation of tax workpapers, quarterly and yearly tax estimates and components for the quarterly and year-end income tax provisions for corporate and partnership entities. This position is also responsible for maintaining partnership equity and capital account schedules, ensuring timely tax filings and distributions, and serving as a valued member of the tax department. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team's existing talents. For this Tax Accountant role, we are seeking a candidate with proven critical thinking skills and attention to detail to help prepare tax workpapers for corporate and partnership entities including franchise, excise, sale and use, and various other returns. If you have excellent judgment to appropriately prioritize and to adapt to changes in the work environment, manage competing demands with frequent change, delays or unexpected events this may be an opportunity for you! Responsibilities: Prepare quarterly and year-end tax workpapers for corporate and partnership entities including franchise, excise, sale and use, and various other returns Prepare components of the quarterly and year-end income tax provision, including provision-to-return differences Prepare quarterly tax account reconciliations Manage the tax department calendar and ensure filings are filed timely Maintain partnership equity and capital account schedules and track company's tax payments and refund schedules Manage and calculate fixed assets tax depreciation Support outsourced business license and personal property tax returns data requests Computation of accurate and timely tax distributions Assist in resolution of federal, state, and local tax notices and audits Assist in the distribution of Schedule K-1 and state composite election process. Provide support in other areas as requestedRequirements: Bachelor's degree in Accounting and a minimum of 2 years of relevant tax experience with some public accounting experience preferredExperience with partnerships, corporations, and indirect taxesStrong Microsoft Excel skills and knowledge of Netsuite and Sage Fixed Asset software, a plusTax accounting experience for the preparation of the company tax provisionExcellent communication and interpersonal skillsPosition requires a high level of confidentialityAbout Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, as recognized by Barron's,1 with 145+ offices2 across the country and entrusted by more than 1.3 million clients to manage $291 billion in assets.3 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.For more information, visit (C) 2021 Edelman Financial Engines, LLC. Edelman Financial Engines(R) is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors LLC (FEA), a federally registered investment advisor. Results are not guaranteed.For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and contact Jigi Dahagam (703-460-2693) or [email protected] with any questions. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service, or veteran status.1 The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. 2 Data as of Dec. 31, 2021.3 Data as of Dec. 31, 2021.