This is a fully remote role; expected salary for this role is $100K-$160K per year
The ideal candidate will have the capability to convert prospective clients to actual clients, manage those clients including staffing assignments, review high level complexity returns and also prepare high complexity returns for individuals and some businesses. They will be organized and approach each issue with an analytical mindset.
Requirements: 5+ years public accounting experience in the area of individual and business taxation (Fiduciary taxation is a plus)
Responsibilities include but are not limited to:
- Project Management
- Client acquisition and onboarding
- Tax return review and preparation (individuals and businesses).
- Tax Planning focusing on clients’ tax savings and ongoing tax opportunities
- Researching complex tax issues and developing resolutions.
- Data analytics and skillful problem-solving.
- Supervising staff of 2-4 people.
- Client communications and Coordination with their other advisors.
Position requirements:
- Bachelor of Accounting required.
- Master’s in taxation is a plus.
- CPA or EA preferred.
- Prior experience managing engagements and clients
- Ability to organize and prioritize work.
- Ability to work independently, but also work well with others.
- Ability to manage multiple workstreams simultaneously.
- Strong technology skills (the firm relies heavily on technology because the office is paperless – Word, Excel, QuickBooks (online and desktop), Adobe pro, CFS payroll, BNA)
- AI Fluency. Ability to deploy AI tools to accelerate tax research and analysis, while exercising the professional judgment to verify every output against primary authority, manage context drift and iterative refinement that AI-assisted work demands.
- Prior experience with ProFx or Access Tax is preferred.
Salary commensurate with experience, but range is $100,000 to $160,000
Skills Required
- 5+ years of public accounting experience in individual and business taxation
- Bachelor’s degree in Accounting
- Prior experience managing engagements and clients
- Ability to organize and prioritize work
- Ability to work independently and collaboratively
- Ability to manage multiple workstreams simultaneously
- Strong technology skills, including Word, Excel, QuickBooks, Adobe Acrobat Pro, CFS Payroll, and BNA
- AI fluency for tax research and analysis, including verification against primary authority
- Master’s degree in Taxation
- CPA or EA credential
- Fiduciary taxation experience
- Experience with ProFx or Access Tax
What We Do
Falcon Rappaport & Berkman LLP (FRB) is a full-service business law firm that combines the deep knowledge and understanding of attorneys who proudly advise clients seeking solutions to their most complex matters. At FRB, we have the audacity to go above and beyond. Every matter begins with a clear focus on our client’s goals. By incorporating the bigger picture of their challenges and aspirations, our fully integrated solutions create optimal results. This collaborative approach works because your success defines ours. The FRB team has a wide range of capabilities and works collaboratively to simplify complex inter-disciplinary matters in real estate, taxation, corporate and securities, litigation, trusts and estates, elder law, labor and employment, bankruptcy law, and intellectual property, as well as emerging areas which include blockchain technology and cannabis. FRB differentiates itself by: • Approaching matters with a level of depth and variety of skills unmatched by typical advisors • Following through on a firm-wide commitment to excellent service • Offering access to thought leaders in numerous areas of professional practice • Approaching engagements as a partnership with clients, rather than as a mere service provider FRB invites you to explore how its professionals can assist you across their areas of concentration. The interdisciplinary collaboration among FRB's lawyers allows the firm to achieve unparalleled outcomes for its clients that could only be secured through proficiency in multiple fields of law. CONTACT US: Long Island: (516) 599-0888 New York City: (212) 203-3255 New Jersey: (201) 794-7500 South Florida: (561) 726-8599 Newport Beach: (949) 333-8152 [email protected]
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