Job Description

JOB DESCRIPTION

THIS WILL HAVE SOME REMOTE FLEXIBILITY

DAK Tax, Inc. a subsidiary of Kautz/Buckley Independent Wealth Management LLC is looking for a CPA or an IRS Enrolled Agent. DAK Tax works hand and hand with Kautz/Buckley to consult on tax planning, tax preparation and compliance with the IRS for it's wealth management clients. You will work with 2 seasoned financial planners and a fellow tax preparer to complete and deliver 1040, 1041, 1120, 1120S, 1099 and other federal and state tax forms. Along with tax preparation and compliance DAK Tax also dose Fiduciary Accountings for trust and estates.

At this time the firm is advising, preparing and working with 400 clients. The growth comes mostly from the relationships of Kautz/Buckley.

THE CPA OR IRS ENROLLED AGENT WILL NEED THESE REQUIREMENTS:

• A TEAM PLAYER
• 5 Years of tax Preparation
• Be able to respond to the IRS to solve client issues
• A strong Knowledge of QuickBooks
• Strong written and verbal communication skills
• The ability to delegate
• Organized and detailed

TECHNOLOGY PLATFORMS:

CCH , Tax Act, Tax Dome, Pitbull, QuickBooks, Excel

OTHER BENEFITS:

3% contribution to 401K, $7200 towards health insurance, disability and life insurance

Company Description

DAK Tax is the tax division of Kautz/Buckley Independent Wealth Management. DAK Tax works hand and hand with Kautz/Buckley to meet our clients TOTAL wealth management needs. We help our client accumulate, protect and distribute their wealth in the most tax efficient manner.