Job Description

Essential Functions:

Tax Compliance & Preparation

• Prepare and review partnership tax returns, including Form 1065, and individual tax returns, including Form 1040, with accuracy and timeliness.
• Perform detailed K-1 analysis, partner basis tracking, allocations, and related compliance checks.
• Monitor federal and state tax law changes and apply updates to tax preparation and compliance processes as appropriate.
• Work proficiently with Microsoft Excel and tax preparation software, including Lacerte and GoSystem Tax.
• Identify opportunities to streamline and enhance the tax preparation process through automation, workflow design, and process improvement.
• Communicate with internal team members to gather documentation, resolve questions, and support timely completion of tax projects.
• Draft correspondence to the IRS and state tax authorities.
• Provide support for financial reporting, accounting projects, and general ledger-related initiatives as needed.
• Help organize, maintain, and update client files and supporting documentation.

Professional Conduct & Office Culture

• Maintain confidentiality of client and firm information.
• Communicate in a timely, respectful, and professional manner to all stake holders.
• Exercise professional judgment, discretion, and accuracy when completing tax and accounting work.
• Manage time effectively, meet deadlines, and balance multiple priorities in a full-time, in-person office environment.

Other:

• Other duties as assigned.

Why Harmony?

• 401k + Fulltime & Part-time Benefits Packages

• Training, Development & Career Laddering

• Great work-life balance

• Flexible Scheduling