Job Description

Job title Staff Tax Accountant - Financial Solutions

BELAY Financial - Tax

Tax Manager - Financial Solutions

Full-Time/Exempt

Remote (US)

Occasional travel is required, including attendance at BELAY's annual company Summit and other business meetings as needed.

Job purpose

The Staff Tax Accountant - Financial Solutions plays an important role in delivering high-quality tax and accounting services to BELAY clients. This client-facing role supports multiple client engagements by preparing individual and business tax returns, assisting with tax planning and research, responding to day-to-day tax matters, and participating in client meetings.

The Staff Tax Accountant works closely with clients and internal team members to provide accurate, timely, and responsive service while continuing to build technical tax knowledge and client advisory skills. 

While tax season brings periods of increased workload, this role offers a more balanced alternative to the traditional public accounting environment, with an emphasis on sustainable workloads and work-life balance throughout the year.

Essential Functions 

As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values while fostering a collaborative and positive team environment.

• Prepare individual, C corporation, S corporation, and partnership tax returns and supporting workpapers
• Calculate tax extensions and quarterly estimated tax payments accurately and efficiently
• Conduct tax research to support client needs and tax positions
• Assist with tax planning projects and identify potential tax-saving opportunities
• Assist with responses to notices and correspondence from the IRS and state taxing authorities
• Support ad hoc tax and accounting projects as needed

Client Service & Communication

• Provide timely, professional, and responsive support to assigned clients
• Participate in client meetings and assist with day-to-day tax questions and requests
• Communicate clearly and proactively with clients and internal team members
• Build strong client relationships through reliable and consistent service
• Escalate complex tax matters or client concerns to appropriate team members as needed

Workflow & Process Management

• Manage multiple client assignments while meeting established deadlines and quality expectations
• Maintain accurate time tracking, workflow updates, and documentation within firm systems
• Communicate proactively regarding deadlines, questions, or potential issues
• Identify opportunities to improve workflow efficiency and internal processes
• Collaborate with team members to ensure accurate and timely completion of client work

Minimum Qualification

• Bachelor’s degree in Accounting, Finance, or a related field
• 1–2 years of accounting and tax preparation experience
• Experience preparing individual and business tax returns
• Foundational knowledge of federal and state tax laws and accounting principles
• Experience working with financial statements and general accounting concepts
• Ability to manage multiple assignments and meet established deadlines
• Proficiency with Microsoft Excel, QuickBooks Online, tax preparation software, and workflow or time-tracking tools

Preferred Qualifications

• Experience in a public accounting, outsourced accounting, or client-service environment
• CPA, Enrolled Agent (EA), or active CPA candidate
• Experience supporting small and mid-sized businesses or startups
• Experience with Thomson Reuters UltraTax
• Advanced proficiency with QuickBooks Online

Skills & Competencies

• Tax preparation and foundational tax research skills
• Knowledge of financial statements, debits and credits, and accounting principles
• Understanding of federal and state tax fundamentals
• Strong analytical and problem-solving skills
• Clear and professional written and verbal communication
• Client service and relationship-building skills
• Strong attention to detail, organization, and time management
• Ability to manage multiple assignments and competing deadlines
• Ability to work independently while collaborating effectively with a remote team
• Proficiency with accounting, tax preparation, spreadsheet, and workflow management technology

Working Conditions

BELAY is a remote-first organization. This role requires a dedicated home office, regular use of virtual collaboration tools, and a work schedule that aligns with business needs and BELAY's core collaboration hours. Occasional travel or flexibility outside standard business hours may be required based on the role.

Physical Requirements

• Prolonged periods of sitting and computer use.
• Frequent participation in virtual meetings.
• Ability to communicate effectively through video conferencing, email, and phone.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Direct Reports

None

Disclaimer

This job description is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. Responsibilities may change from time to time based on business needs, and team members may be assigned additional duties as needed.

Equal Employment Opportunity

BELAY is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. 

Legal Disclosures

Pay Range: $60,000–$75,000 annually, based on experience and qualifications.

Starting Pay Range: Starting pay is determined within the full base pay range above, based on experience and qualifications.

Other Types of Pay: None.

Health Insurance: Medical, dental, vision, life, and disability insurance are available to eligible employees. BELAY covers 70% of employee premiums and 65% of dependent premiums for medical, and 70% of employee premiums for dental and vision. Company-paid life insurance ($15,000 coverage) and short-term/long-term disability coverage (STD: 60% of weekly earnings up to $1,500; LTD: 60% of monthly earnings up to $10,000) are provided at no cost to full-time employees.

Retirement Benefits: 401(k) plan through Vanguard, with a 4% discretionary employer match. Employees are eligible after 90 days of employment.

Paid Time Off: Full-time (40 hr/week) employees receive 15 days of PTO annually; full-time (30 hr/week) employees receive 12 days. Additional PTO is awarded at 3- and 5-year tenure milestones.

Paid Holidays: 12 paid holidays annually (New Year’s Day, Martin Luther King Jr. Day, President’s Day, Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Day After Thanksgiving, Christmas Eve, Christmas Day, and one floating holiday of the employee’s choosing).

Paid Sick Leave: Full-time employees’ PTO accrual generally satisfies state and local paid sick leave requirements in the states where BELAY hires. BELAY follows all state specific requirements.

Method of Application: Apply online via the link provided in this posting.

Application Window: The posting will remain open until filled.

Contact Information: Questions regarding this posting may be directed to hrhelp@belaysolutions.com .

EEO Statement: BELAY is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law.

Location Requirements:

This role is remote within the U.S. However, due to employment and tax compliance considerations, we are currently unable to hire employees in the following states: California, New York, Illinois, Oregon.

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