Tax Team Lead

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Full Time Remote - US, US

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.

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.

• 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.

• 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.

• 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.

• 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 Quick Books, payroll, and other accounting-related questions.
• Process daily…