Duncan Financial Group

• Lead and oversee preparation and review of individual, partnership, corporate, and nonprofit tax returns
• Coordinate the tax team’s day-to-day workflow, assignments, priorities, deadlines, and workloads
• Serve as a technical resource for Tax Associates and resolve tax and accounting questions
• Mentor, train, and support Tax Associates’ professional development
• Assist with onboarding and training new Tax Associates
• Monitor tax deadlines and outstanding client information; identify delays and develop solutions
• Assist management with staffing, workload, and resource planning during peak tax seasons
• Prepare and review Forms 1040, 1065, 1120, and 990
• Conduct secondary and final reviews of tax returns
• Research and resolve complex tax issues and maintain knowledge of federal, state, and local tax laws
• Support compliance-related reporting requirements
• Communicate with clients regarding tax questions, missing information, and technical matters
• Collaborate with clients, internal stakeholders, departments, and leadership
• Improve tax preparation processes, workflows, and procedures
• Develop and maintain internal tax procedures, checklists, training materials, and resources
• Troubleshoot Lacerte issues and provide technical support
• Support QuickBooks, payroll, and accounting-related questions
• Process general ledger transactions and journal entries
• Transact and reconcile commission revenues
• Process accounts payable payments and accounts receivable receipts
• Monitor cash balances across multiple entities
• Participate in month-end closing and resolve accounting discrepancies
• Assist with internal financial statement preparation and review
• Support firm initiatives and special projects
• Travel up to 10% as needed

Explore Tax Team Lead at Duncan Financial Group. Review requirements and application details.