Client Accounting & Tax Specialist

Client Accounting & Tax Specialist at Gatewood Wealth Solutions / Gatewood Tax & Accounting

Requirements

• Perform full-cycle accounting tasks including bank & credit card reconciliations, journal entries, and general ledger maintenance.
• Manage accounts payable and receivable for multiple clients.
• Prepare payroll, quarterly payroll reports, and related compliance documentation.
• Prepare and file sales tax returns and assist with other tax regulatory filings.
• Generate accurate financial statements such as profit & loss, balance sheets, cash flow reports, and tax basis reports.
• Maintain documentation for federal, state, and local tax compliance deadlines.
• Communicate with clients about missing tax information, deadlines, and documentation needs.
• Assist with coordination of tax planning checklists and onboarding of tax clients.
• Serve as a primary client contact for accounting and tax administrative questions.
• Organize and maintain client files, tax documents, and compliance records.
• Assist in onboarding new clients, including information gathering and account setup.
• Help onboard and train new team members as the department grows.
• Support internal process improvements to streamline workflows across accounting and tax functions

Benefits

• Competitive salary with individual and team-based incentive compensation
• Competitive benefits package
• 100% health insurance paid by the company
• Life insurance paid by the company
• Short and long-term disability insurance paid by the company
• Partially funded HSA option
• Company match 401(k) plan
• Education reimbursement
• Voluntary dental insurance
• Vision insurance
• 8 weeks paid maternity leave
• 2 weeks paid paternity leave for secondary caregiver
• Tenure-based Paid Time Off
• Part-time remote work opportunities