About this role
Summary
The ideal candidate will be responsible for analyzing and interpreting tax laws, regulations, and policies . Within the Tax department h e/ s he will work in tax return preparation and filing to make sure clients adhere to all pertinent local, state and federal tax regulations and obligations . This position will provide the candidate with the opportunity to grow his/her taxation knowledge and experience.
Main Responsibilities
- Prepare and perform due diligence on federal and state income and franchise tax returns for corporations, partnership , and limited liability companies.
- Prepare individual tax returns, 1040 and 1040NR , mainly .
- Calculate tax basis depreciation and amortization for tax returns, tax reporting, and tax projections.
- Prepare foreign tax returns including 5471, 5472, 8804 and 8805.
- Prepare W-7 to apply for ITIN.
- Prepare 1099’s, FBAR, Franchise Tax and Sales Tax reports.
- Prepare misc. federal tax forms and applications such as EFTPS, EIN/SS-4, POA/2848, Election/8832&2553, installment agreement requests, Form 843, change of address/8822 & any others as needed.
- Prepare misc. state tax forms and applications such as Franchise Tax questionnaires, nexus, reinstatements, terminations, TX formation & expansion, & any others as needed.
- Calculate quarterly estimate tax.
- Assist with making estimated/balance due payments via available payment methods.
- Liaison with clients to resolve IRS inquiries adequately.
- Preparation and review of responses to various tax audits and notices.
- Coordinate with the Accounting department and other business lines as necessary.
- Develop proper tax support documentation.
- Collaborate with all tax department staff.
- Comply with tax professional standards and ethics.
- Perform clerical duties, such as typing letters and memos, to comply with agencies’ information requirements.
- Special projects and process improvement initiatives.
- Adhere to Jambrina’s quality policy and abide by established standards and guidelines aimed at maintaining or improving the quality of products, services, or processes within the organization.
- Perform any other requested task as needed, according to the role performed.
- Keep the focus on clients to build strong relationships, foster loyalty, and ultimately achieve long-term success.
Qualifications
- Bachelor’s degree in Accounting
- CPA candidate or interest in pursuing CPA (optional but preferred)
- Knowledge of individual and business tax returns (Forms 1040, 1120, 1120‑S, 1065, etc.)
- Familiarity with tax research and basic tax law concepts
- Experience with tax software (UltraTax is a plus)
- Strong Excel skills
- 1–2 years of tax preparation experience preferred
- Experience working in an accounting firm is a plus
Soft Skills required
- Strong attention to detail and accuracy
- Ability to manage deadlines in a fast‑paced environment
- Clear written and verbal communication skills
- Willingness to learn and accept feedback
- Ability to work independently and collaboratively
- Strong organizational and time‑management skills
- Comfortable interacting with clients and asking clarifying questions
- Willingness to work extended hours during tax season