Rea

Role Description The State and Local Tax Indirect Tax Accounting Specialist specializes in monthly state sales and use tax compliance. Routine activities include: - Reviewing and uploading data for sales tax compliance - Preparing, filing, and remitting sales tax returns - Following up on state notices - Creating deliverables for sales tax compliance work - Occasional bookkeeping functions with reconciliation of sales tax payable accounts Familiarity with multi-state sales tax compliance is mandatory, and familiarity with basic accounting procedures is preferred. Regular interaction with clients to provide assistance and training based on client sales tax needs, as directed by the manager. Responsibilities - Obtaining, reviewing, and formatting data for monthly sales tax compliance - Uploading data into Avalara Returns for Accountants software - Preparing and filing returns, and remitting payments either manually or electronically, depending on state requirements - Escalating sales tax calculation errors to reviewer - Preparing client deliverables - Managing client filing calendars, adjusting frequency changes in systems and calendars - Reviewing state portals for notices and other alerts from the state - Identifying potential additional services to benefit current clients - Providing basic reconciliation services or accounting journal entries related to sales tax filings - Assisting with other large data wrangling needs for the State and Local tax department - Other duties as assigned Qualifications - High School diploma or G.E.D. required - Associates or Bachelor’s degree in accounting or comparable accounting and bookkeeping experience preferred - Experience with QuickBooks preferred - Must have previous knowledge and experience with multi-state sales and use tax filing practices and procedures - Previous experience with Avalara or Vertex sales tax systems is preferred but not required - Advanced knowledge of Microsoft Office applications, especially Excel and Co-pilot - Ability to maintain confidentiality of firm and client information - Data entry skills and high attention to detail - Effective oral and written communication skills - Client service oriented - Able to perform several tasks concurrently with ease and professionalism - Excellent organizational and time management skills - Ability to work well with others and learn from them - Maintain a positive attitude - Willing to adapt to continuous process improvement and changes in technology - Travel for training purposes as necessary Benefits - Health Care Plan (Medical, Dental & Vision) - Retirement Plan (401k with 3% contribution) - Life Insurance (Basic, Voluntary & AD&D) - Family Leave (Maternity, Paternity) - Short Term & Long Term Disability - Training & Development - 'Work From Anywhere' Option - Wellness Resources - Four (4) weeks PTO - Twelve (12) paid holidays, of which three (3) are floating holidays

Tax Manager Hybrid Tax Full time Dublin, Ohio, United States OverviewApplication Description Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting.  We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. Due to continued growth, we are looking to add a Tax Manager to our team. The Tax Manager has the exciting opportunity to join an experienced team of tax professionals and propel their accounting career forward. The Tax Manager is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the Tax Manager is charged with applying knowledge to understand potential tax issues, and recognizing and communicating potential risks and changes in the tax policy. In addition, Tax Manager will be involved in networking and business development. Responsibilities - Ensures that clients comply with all applicable authorities, while minimizing tax and reporting burdens - Ensures tax team complies with all Firm policies and standards - Identifies when research is needed and clearly frames issues to be researched; concisely reports the analysis of research - Builds relationships with clients to discuss a variety of federal tax concerns - Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits - Advises and provides tax consultations, and communicate high-level tax concepts - Develops a strong knowledge base through continual education by tax research, reviewing trends, and other practices - Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation - Manages engagement workflow, engagement team resources, and engagement billing - Leads and provides career guidance for the development and motivation of the tax team - Provides verbal and written performance feedback to associates and senior associates - Provides technical tax advice and planning services to a portfolio of projects - Communicates with the IRS and state and local tax authorities Requirements - 5 - 8 years of prior experience in taxation - Prior supervisory experience - Bachelor’s or Master's degree in Tax, Accounting or related field - CPA or EA certification - Experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research - Ability to be a person of influence utilizing strong leadership and mentoring skills - Excellent verbal, written, and presentation skills - Analytical, organizational, and project management skills - Attention to detail and takes ownership - Professionalism, integrity, and a positive attitude - Proven success with business development and ability to challenge clients to reach their potential - Able to travel up to 25% Benefits Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. - Health Care Plan (Medical, Dental & Vision) - Retirement Plan (401k) - Life Insurance (Basic, Voluntary & AD&D) - Paid Time Off (Vacation, Sick & Public Holidays) - Family Leave (Maternity, Paternity) - Short Term & Long Term Disability - Training & Development - 'Work From Anywhere' option - Wellness Resources - Four (4) weeks PTO - Twelve (12) paid holidays, of which three (3) are floating holidays

The **Accounting Manager, Client Advisory Services** acts as the primary client contact, building relationships, facilitating meetings, and providing guidance and feedback to junior team members while ensuring high-quality service and support for clients. This role applies accounting theories and principles to resolve complex business challenges and optimize financial processes, ensuring accurate financial reporting and compliance. **Job Duties** - Apply accounting theories, principles, and systems design to address complex business challenges and optimize financial processes - Review accounts and research discrepancies - Provide oversight of the accounts receivable and accounts payable process - Ensures timely invoicing, collection, accurate and efficient bill payment processing, and reconciliation activity - Develop work plans, project timelines, and key milestones - Review journal entries, ensure accurate financial reporting and compliance with regulatory requirements - Review account balances and financial statements - Research issues identified by staff and works toward resolution - Ensure proper workpaper documentation for all accounts - Managing regulatory requirements and internal reporting deadlines - Participate in quality assurance initiatives  - Review of work done by themself and others before submission, including balance sheet reconciliations, P&L classification and state and local tax filings for accuracy and compliance - Communicating frequently and effectively with client contacts - Provide general accounting feedback and recommendations to clients - Ensure delivery goals are met by the team through process management and inter-departmental communication - Identify client issues and deficiencies and assist with recommending solutions - Act as the primary client contact - Build client relationships and involve other team members to leverage diverse perspectives and deliver comprehensive solutions - Actively listen to clients, provide timely responses and address client needs effectively - Facilitate client meetings and involve junior team members in these - Manage client workload and projects from initiation to completion, developing workplans, project timelines, and key milestones - Manage multiple projects effectively, coordinating resources, monitoring progress, and ensuring deadlines are met, and clients receive the highest level of service and support - Prepare, communicate and monitor budgets on client engagements - Act as a coach to junior team members - Share knowledge, insights, and best practices with others through training, coaching, or mentoring - Provide timely feedback to team members - Highlight performance strengths and weaknesses for team members, focusing on behaviors and outcomes - Facilitate frequent meetings with direct reports and assists with setting their performance goals - Supervise a team for day-to-day management of scheduling, training and procedure - Provide guidance and direction to team members to develop skills and overcome challenges - Delegate work effectively to staff based on their qualifications, capabilities, and interests - Manage staff workload ensuring optimal utilization of resources and maintaining a healthy balance for team members - Act as a technical resource to support project teams, troubleshoot issues, and provide guidance - Recognize issues and develop resolutions and consults with leadership if necessary - Communicate potential additional service offerings to clients - Nurture established networks in establishing full-cycle business development - Participate in the development and implementation of solutions to clients - Complete and document research calls in a timely fashion - Other duties as assigned

- Act as a mentor to Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable.  -   Assist clients in meeting all IRD and Department of Labor deadlines necessary for qualified retirement plan    - Assist clients with Service and IRD Plan terminations    - Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions    - Complete/assist with payroll processing as required by the products assigned    - Responsible for all aspects of valuation reports, participant statements and annual testing    - Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 401(b), 415, 401(a)(4), deductibility, and 402(g)   - Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable   - Review distribution paperwork and coordinate processing of distributions with asset holder    - Review loan paperwork and coordinate processing of loans with asset holder   - Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing    - Assist auditors if a plan is subject to an audit   - Assist IRD and DOL auditors, if the plan is subject to an IRS or DOL audit   - Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)    - Assist with other tasks and projects as assigned