Client Accounting & Tax Specialist

**About Gatewood Wealth Solutions / Gatewood Tax & Accounting**

At Gatewood, we’re more than accountants — we are trusted partners helping families and business owners build, enjoy, and preserve wealth with purpose. We recently launched **Gatewood Tax & Accounting** to better integrate tax preparation, compliance, accounting, and CFO-level support into our holistic wealth services.

The **Client Accounting & Tax Specialist** plays a key role in delivering accurate financial support, ensuring tax compliance, and keeping administrative operations running smoothly. This person will support clients and internal teams by combining **accounting, tax, and administrative excellence**.

**Key Responsibilities**

**Accounting & Reporting**

• Perform **full-cycle accounting** tasks including bank & credit card reconciliations, journal entries, and general ledger maintenance.
• Manage accounts payable and receivable for multiple clients.
• Prepare payroll, quarterly payroll reports, and related compliance documentation.
• Prepare and file **sales tax returns** and assist with other tax regulatory filings.
• Generate accurate financial statements such as **profit & loss, balance sheets, cash flow reports, and tax basis reports**.

**Tax Support & Compliance**

• Prepare and organize client tax return documents in advance of tax season.
• Submit electronic filings (e-file) and track confirmations for tax submissions.
• Maintain documentation for federal, state, and local tax compliance deadlines.
• Communicate with clients about missing tax information, deadlines, and documentation needs.
• Assist with coordination of tax planning checklists and onboarding of tax clients.

**Administrative & Client Service**

• Serve as a primary client contact for accounting and tax administrative questions.
• Organize and maintain **client files, tax documents, and compliance records**.
• Assist in onboarding new clients, including information gathering and account setup.
• Help onboard and train new team members as the department grows.
• Support internal process improvements to streamline workflows across accounting and tax functions

• Minimum **3 years of experience** in accounting, finance, or tax-related professional role.

• Strong proficiency in **QuickBooks Online & Desktop**.
• Strong understanding of full-cycle accounting, tax compliance responsibilities, and financial reporting.
• Excellent client service, written communication, and professional organizational skills.
• Ability to manage multiple tasks and deadlines with high accuracy.
• Adaptable to new software, processes, and evolving firm needs.

**Preferred (Bonus) Qualifications**

• Experience with tax preparation workflows or tax software.
• Relevant certifications (e.g., **CPA candidate, EA, or tax training**).
• Prior experience in a wealth management or integrated service environment.

Gatewood offers a competitive salary with both individual and team-based incentive compensation, as well as a competitive benefits package. Gatewood pays 100% of a team member’s health insurance, life insurance, short and long-term disability insurance, and offers a partially funded HSA option. Additional benefits include a company match 401(k) plan, education reimbursement, voluntary dental, and vision insurances. Gatewood offers 10 weeks paid maternity, paternity leave for the primary caregiver, and 3 weeks for the secondary, tenure based Paid Time Off, and part-time remote work opportunities.