Tax Accountant - Cognixia

Collabera is a leading Digital Solutions company providing software engineering solutions to the world’s most tech-forward organizations. With more than 25 years of experience, we have hired over 17000 employees across 60+ offices globally and currently place 10000+ professionals annually to support critical IT engagements at more than 500 client sites, 80% being the Fortune 500. 

With Collabera, you:

• Will get to work on numerous challenging and exciting projects, including UI/UX transformation, Blockchain, AI/Data Science, Cloud migrations, Cyber-Security, and Engineering.
• At Collabera you have 80% chance of project extension or redeployment to other clients
• Will have endless opportunities to learn new technologies through our in-house Training arm – Cognixia.

Please let me know the best time and number to connect with you or please give me a call on {your number} to discuss this further. Also, if you happen to know anyone who fits this role, please do send us their resume. We do have a referral policy.

We are seeking an experienced Tax Preparer to join our team in an onsite role. This position involves preparing individual tax returns (Form 1040) using client-provided documents, such as 1099s, K-1s, and deduction support. You will input data into GOSystem Tax RS software for review by our permanent staff in a professional, collaborative environment.

Key Responsibilities:

• Prepare individual income tax returns (Form 1040) using GOSystem Tax RS.
• Organize and input data from client-provided paper and digital documents.
• Work closely with internal tax professionals to ensure accuracy and compliance.
• Handle tax returns for high-net-worth clients with sophisticated investments such as hedge funds, real estate partnerships, and private equity investments.
• Maintain organization and multitask effectively in a high-volume environment.

Required Qualifications:

1. Experience:

   • 3-5 years of recent experience preparing complex individual tax returns (preferably with a CPA firm during tax season).
   • CPA firm experience required (H&R Block or similar firms do not qualify).

2. Certifications:

   • Active PTIN Certification (validated).

3. Skills:

   • Proficient in MS Word, Excel, and Outlook.
   • Experience with GOSystem Tax RS and Adobe PDF preferred.
   • Strong knowledge of tax preparation for high-net-worth individuals.

4. Attributes:

   • Exceptional organizational and multitasking skills.
   • Strong oral and written communication skills.
   • Ability to work independently and switch between projects with ease.

5. Education:

   • Bachelor’s degree in Accounting strongly preferred.
   • CPA certification highly desirable.

Preferred Qualifications:

• Experience working with high-net-worth clientele.
• Familiarity with investments such as hedge funds, real estate partnerships, and private equity.

Please call me at 515-954-3712 if you are interested in this role :)