Audit and Tax Preparer
Soltis Investment Advisors, LLC
About this position
About Soltis Investment Advisors, LLC
Soltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, has been delivering innovative investment solutions since 1993. We create, build, and manage wealth for individuals and institutions, allowing our clients to focus on life’s most important pursuits.
Your Role
As a Tax Advisor, you will:
Prepare and review federal, state, and local tax returns, including corporate, partnership, and individual filings
Ensure full compliance with all applicable tax laws, regulations, and reporting requirements
Conduct tax research and stay current on changes in tax legislation and regulatory updates
Manage tax calendars and ensure timely filing of all required returns and payments
Prepare and review journal entries, account reconciliations, and supporting schedules related to tax and general accounting
Support month-end and year-end close processes with a focus on tax-related accruals and adjustments
Coordinate with external tax advisors and auditors, including preparation of requested documentation
Assist with tax audits, notices, and inquiries from federal and state agencies
Maintain and improve internal controls, documentation, and processes related to tax compliance and reporting
Support multi-state tax registrations, filings, and ongoing compliance requirements
Knowledge, Skills & Abilities
Qualifications:
Bachelor’s degree in Accounting required
2-4 years of public accounting or corporate tax experience
Strong knowledge of federal, state, and local tax regulations
Experience preparing complex tax returns, including corporate, partnership, individual, fiduciary, and nonprofit filings
Familiarity with multi-state tax compliance and filings
Proficiency in accounting systems and tax software
Advanced Excel skills and strong attention to detail
Strong organizational skills with the ability to manage multiple deadlines
Clear and effective written and verbal communication skills
Preferences:
Public accounting (CPA firm) background
Experience with partnership and pass-through entity taxation
Experience responding to tax notices, audits, and regulatory inquiries
Familiarity with payroll tax filings and compliance
Our Investment In You
We provide a range of workforce opportunities:
Benefits Package - see list below
Competitive base salary
Professional development and continuing education support
Collaborative and compliance-focused work environment
Support for maintaining CPA licensure
We offer a competitive compensation and benefits package, including:
Health Insurance: Multiple plan options with significant employer premium coverage for medical, dental, and vision
Retirement Savings: Employer-matched retirement plan, fully vested, with covered administration and management fees
Paid Time Off: Vacation, personal leave, and floating holidays, with increasing accrual based on tenure
Parental Leave: Paid maternity and paternity leave
Wellness & Additional Support: Wellness benefits including gym reimbursement, and paid leave for bereavement, jury duty, and military service reimbursement, and paid leave for bereavement, jury duty, and military service.
#J-18808-Ljbffr Soltis Investment Advisors, LLC
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