Senior Tax Accountant

FULL-TIME

While other firms base their salaries on 2,800 hours worked in a year, Incite uses 2,080 hours. Our Senior Tax Accountants work 720 hours less than peers at traditional firms, thus giving back more than four months of time per year to those who leave traditional firms for Incite...for the same or more pay.

COMPENSATION:

Senior Tax Accountant I: $75,000 - $84,000

Senior Tax Accountant II: $85,000 - $105,000*

*Compensation is based on experience, scores on skills assessments, education, and credentials.

SCHEDULE: Monday - Friday, Average 42.6 hours per week during tax season

Start: 7am - 9am MT

End: 3pm-5pm MT

LOCATION: WORK FROM WORK, REMOTE, OR HYBRID

At Incite Tax, we are all about helping business owners achieve financial freedom. Most business owners don't realize there is a better and more effective way to treat their financial situation, and we want to help them.

Our Philosophy: The IRS Sucks!

We want to help our clients use their hard-earned money to grow their wealth, scale their businesses, and leave an impact on their community, while not foolishly overpaying taxes.

At Incite, we don't let the IRS take advantage of what our clients don't know. Our priority is to educate our clients on tax benefits that are legal and defendable-saving them thousands of dollars!

Our belief is that money is more prudent in the hands of taxpayers versus surreptitiously sending it to the IRS.

Our Manifesto

At Incite Tax, we foster an environment where individuals can thrive both professionally and personally because of our commitment to the following tenants:

#1 Prioritize Work-Life Balance

#2 Reduce Excessive Work Hours

#3 Provide Support for Families

#4 Offer Mentorship and Feedback

#5 Address Industry-Wide Issues

#6 Promote a Caring Work Environment

#7 Combat Greed and Unrealistic Expectations

#8 Advocate for Industry Reform

Come change the accounting industry with us!

Incite Tax Core Values:

Value Exchange : We save our clients more in taxes than what they pay us.

Self-Motivation : Team members are driven to provide the best service to our clients.

Constant Improvement : No one is perfect, and we can always find ways to improve. We are just proactive about improvement.

Key Responsibilities and Success Metrics:

#1) Proactively manage client relationships to prepare and sign tax returns in your book of business

Success Metrics

• Average 10 returns per day, or 50 returns per 40-hour work week*
• Less than 3% of your returns need to be amended
• Retain at least 98.5% of your clients quarter-over-quarter

#2) Peer review tax returns, provide review notes, and provide training/mentorship to entry-level accountants

Success Metrics

• Complete 4 - 8 hours of peer review per week over the course of two-to-four assigned peer review blocks
• Average 15 - 30 returns reviewed each week with peer notes in accordance with your assigned peer review blocks (Averaging four returns reviewed including review notes per hour of peer review block(s))
• Provide 2 - 4 hours of training and mentorship to entry-level accountants based off review notes
• Measure of success: Less than 5% of returns reviewed need to be reworked after final review

#3) Provide miscellaneous tax services to clients upon request e.g. letters, payroll, sales tax returns, etc.

Success Metrics

• 98% of miscellaneous tasks completed by due date
• Succinctly respond to clients within 24 hours (one business day)

Ideal Candidate Characteristics:

• Super organized
• A planner who uses checklists regularly
• Independent and self-disciplined to accomplish tasks
• Loves processes and systems
• Aggressive tax strategist who understands what is and what is not defendable
• Ability to answer client questions using laymen's language
• Peer review notes cannot derail your day

At Incite Tax, we encourage our staff to have a healthy work/life balance by providing benefits that support an enjoyable life outside the workplace.

Benefits & Perks:

• Health insurance
• 401K with employer match
• PTO
• 14 Paid holidays including time between Christmas Eve - New Year's
• Casual attire
• Gym membership

COMPENSATION: $75,000- $105,000

APPLICATION PROCESS:

1. Apply online
2. Complete Prevue Assessment online within 24 hours of application (Approximately 35 minutes to complete)
3. Initial Zoom Interview (Approximately 20 minutes)
4. Skills Test 1 (Approximately 25 minutes to complete)
5. Key Competencies Interview (Approximately 1 hour)