Tax Team Lead

Duncan Financial Group

. Lead and oversee preparation and review of individual, partnership, corporate, and nonprofit tax returns .

Posted 10/10/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax preparation and compliance, with a strong focus on Forms 1040, 1065, 1120, and 990. Proven ability to lead teams, mentor associates, and improve tax workflows while ensuring adherence to federal, state, and local tax laws.

Highest-signal resume keywords

Certified Public Accountant (CPA)Tax Preparation ExperienceLacerte ProficiencyLeadership and MentoringTax Compliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax ComplianceFinancial ReportingGeneral Ledger ActivitiesAccounts PayableAccounts ReceivableAnalytical SkillsProblem-Solving SkillsOrganizational SkillsTechnical Guidance

Soft Skills

Written CommunicationVerbal CommunicationAttention to DetailProfessionalismEthical Judgment

Tools & Technologies

Microsoft Office SuiteExcelQuickBooksLacerteTaxDomeNetSuite

Certifications & Qualifications

Certified Public Accountant (CPA)IRS Enrolled Agent (EA)

Industry Keywords

Tax ReturnsTax ComplianceAccounting PrinciplesFinancial Statement PreparationClient Communication

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or Business Administration required
Current Certified Public Accountant (CPA) or IRS Enrolled Agent (EA) designation required
Minimum of 5 years of tax preparation experience, including Forms 1040, 1065, 1120, and 990
Experience reviewing tax returns, providing technical guidance, or leading tax workflows preferred
Experience with accounts payable, accounts receivable, and general ledger activities preferred
Proficiency in Microsoft Office Suite, particularly Excel
Experience with Lacerte, TaxDome, QuickBooks, NetSuite, or similar tax and accounting software
Strong knowledge of tax compliance, accounting principles, and financial reporting
Excellent analytical, problem-solving, and organizational skills
Strong written and verbal communication skills
Demonstrated leadership, professionalism, ethical judgment, and attention to detail
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Ability to travel up to 10% as needed
Successful completion of all pre-employment requirements, which may include a criminal background check and credit history review, as permitted by law
Preference given to candidates in Eastern or Central U.S. time zones

Benefits

Comp & perks

Competitive Compensation
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
Remote work environment