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

Requirements

• 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.

Benefits

Gatewood Wealth Solutions offers a competitive salary with both individual and team-based incentive compensation, as well as a competitive benefits package. Gatewood Wealth Solutions 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. GWS offers 8 weeks paid maternity, paternity leave for the primary caregiver, and 2 weeks for the secondary, tenure based Paid Time Off, and part-time remote work opportunities.