This position is responsible for maintaining Helmsman’s book of business by assisting clients in meeting tax, accounting and financial goals by recommending appropriate strategic plans.
Serves as a business adviser to our clients aiming at maximizing engagement and achieving qualitative outcomes.
Ensure accurate, timely filing of consolidated federal, state, and local income tax returns and other business-related filings.
Develop and implement strategic tax planning for all necessary federal and state taxes.
Plan for and develop overall return calendar and coordinate timing and inputs with the tax team.
Maintain effective control procedures over all aspects of the tax process in conjunction with the other team members as the tax returns are processed through the office.
Manage and facilitate IRS income tax audits: preparing responses, creating schedules, etc.
Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team, and create strategies to capitalize on changes to taxation legislation.
Provide support with various internal audits and special tax-related projects.
Manage and mentor members of the tax team to greater levels of effectiveness and engagement
BA or BS in Accounting; advanced degree/designation a plus (e.g., MST or CPA)
5 years of experience working in a CPA firm or similar environment
Excellent knowledge and communication of accounting and tax concepts, leadership, and coaching skills
Tax research skills and an understanding of Payroll and Sales tax reporting in multiple states
Self-directed, detail oriented, and motivated.
Strategic thinker with the ability to manage client service while balancing multiple priorities
Proficiency in computer programs, including MS Office Suite (particularly Excel), CCH Tax, Scan, Autoflow, Workstream, and Practice Products, BNA, QuickBooks.
Must be willing and able to work on a full-time basis in our Burlington office during business hours, with flexibility to work additional hours during peak times.
About Helmsman Financial Strategies
At Helmsman, our success is driven by our ability to fuse our knowledge of both tax planning and financial planning to anticipate and respond creatively to the evolving needs of our clients in today’s world. Our client-centric philosophy means that we have and always will put the needs of our clients first. As advisors, we are completely independent; never answering to a financial or sales goal. We work in partnership with our clients making them part of our corporate family and seek to provide exemplary service which exceeds expectations in every manner.
We are a small firm located in Burlington, MA right off Route 128. We are a small but nimble team that offers the right person the opportunity to make a real impact on how we do business. While this position focuses on the tax side of the house, all of our work for our clients is interconnected. So, the right addition to our firm will be someone that is able to think beyond a client's current tax obligations to helping them make good decisions for the longterm.