About Duncan Financial Group

Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Tax Team Lead

Position Summary:

The primary function of this role is to lead and oversee the preparation and review of individual, partnership, corporate, and non-profit tax returns while supporting broader accounting operations, including financial reporting, general ledger management, and compliance. The Tax Team Lead serves as a key technical resource for the tax team, ensuring work is accurate, timely, and compliant with applicable tax laws and regulations. This role is responsible for managing workflow and deadlines, reviewing complex tax engagements, providing guidance and support to team members, and helping develop the technical skills of junior staff.

Key Responsibilities:

Tax Leadership & Team Oversight

Oversee and coordinate the day-to-day workflow of the tax team to ensure assignments are appropriately prioritized and client work is completed accurately and within established deadlines.
Serve as a primary resource for Tax Associates and team members by answering tax and accounting questions and providing guidance to resolve issues efficiently.
Mentor, train, and support the professional development of Tax Associates through coaching, feedback, and technical guidance.
Assist with onboarding and training new Tax Associates on tax preparation processes, accounting procedures, software, and internal expectations.
Monitor tax deadlines, outstanding client information, and team workloads to proactively identify potential delays and develop solutions.
Assist management with identifying staffing, workload, and resource needs, particularly during peak tax seasons.
Support a collaborative, ethical, and efficient work environment by promoting accountability, knowledge sharing, and adherence to company policies and procedures.

Tax Preparation, Review & Compliance

Prepare and review individual (1040), partnership (1065), corporate (1120), and nonprofit (990) tax returns, ensuring accuracy, completeness, and compliance with applicable tax laws and regulations.
Conduct secondary and final reviews of prepared tax returns, identifying errors, inconsistencies, and areas requiring additional research or clarification.
Provide technical expertise and guidance on complex tax matters, including tax return preparation, calculations, compliance requirements, and client-specific issues.
Research and assist with the resolution of complex tax issues while remaining current on federal, state, and local tax laws and regulations.
Support the fulfillment of various compliance-related reporting requirements.

Client Service & Advisory Support

Deliver exceptional client service through timely, accurate, and professional communication.
Communicate directly with clients regarding tax questions, missing information, technical matters, and other issues as needed.
Collaborate with clients and internal stakeholders to address tax and accounting needs accurately and efficiently.

Process Improvement & Technical Support

Identify opportunities to improve tax preparation processes, workflows, and procedures to increase efficiency, consistency, and accuracy.
Assist in developing and maintaining internal tax procedures, checklists, training materials, and other resources.
Troubleshoot Lacerte issues and provide technical support to team members to maintain workflow efficiency.
Provide support and guidance related to QuickBooks, payroll, and other accounting-related questions.

Accounting & Financial Reporting Support

Process daily transactions into general ledger accounts.
Prepare and enter journal entries.
Transact and reconcile commission revenues.
Process accounts payable payments and accounts receivable receipts.
Monitor cash balances across multiple entities and communicate potential issues.
Participate in month-end closing activities and assist with resolving accounting discrepancies.
Assist in the preparation and review of internal financial statements for multiple entities.

Cross-Functional Collaboration

Collaborate with other departments and leadership to ensure client and internal accounting needs are addressed accurately and timely.
Support firm initiatives and special projects as assigned.
Perform other duties and responsibilities as assigned.

Qualifications:

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
Prior experience reviewing tax returns, providing technical guidance, or leading tax workflows preferred
Experience with accounting functions such as 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 with the ability to effectively support clients and team members
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
Employment is contingent upon the successful completion of all pre-employment requirements, which may include a criminal background check and credit history review, as permitted by law

Remote Work Environment: Preference given to candidates in Eastern or Central U.S. time zones

Salary Transparency Statement: In accordance with state and local pay transparency laws, we will provide the applicable salary range upon request to candidates who reside in jurisdictions where such disclosure is required.

Benefits:

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

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.

Keystone Agency Partners LLC

Tax Team Lead

Create a cover letter for this job

Automatically Apply to the Best Remote Jobs

Similar Jobs

11054 - Analista de Billing - Pleno

Senior Accountant - OAS

Claims - Patient Accounting Denials Specialist

College Intern - Summer 2027 - Corporate Tax & Compliance

Strategic Risk Consultant

College Intern - Summer 2027 - Treasury and Finance