Job Types: Full-time
Pay: $60,000 - $95,000.00 per year
Why work with us?
We firmly believe that our employees are our greatest asset, and we're committed to fostering a supportive and positive work environment where everyone can excel. In this role, you'll play a vital part in optimizing our financial performance and achieving our long-term goals. We're seeking an experienced Tax Accountant to streamline our accounts. We're confident that this role will offer a rewarding and fulfilling experience and look forward to supporting your career growth with us.
Core Values:
- Inspirational
- Disciplined
- Accountable
- Transparent
- Aligned
- Results-Oriented
Mission Statement: “We help small businesses scale by using financial frameworks that decrease taxes and increase cash flow”.
Vision Statement: Our vision is to impact 3,500 small businesses across the United States, create 150 opportunities for team members, and generate $100,000,000 in annualized revenues over the next 10 years.
The Problem: Our company is experiencing exponential growth and we're seeking a seasoned and analytical Tax Accountant to help manage the increasing workload and ensure the accuracy of all financial reports. We also need someone who can develop and implement processes to automate and streamline the tax preparation and submission process for our clients, enabling them to make informed financial decisions and achieve their long-term goals.
The Opportunity: As a Tax Accountant at our company, you will play a lead role in managing the tax accounting process for our clients, ensuring that all tax reports and filings are accurate and timely. You will work closely with our clients to develop and implement processes to automate and streamline their tax preparation, enabling them to make informed financial decisions and achieve their long-term goals.
Our Services:
- Tax Planning
- Tax Implementation
- Tax Preparation
- Accounting
- Chief Financial Officer Services
Responsibilities:
- Train and become a tax planning advisor helping walk clients through different strategies that may help them make smarter tax and financial decisions.
- Prepare and review year-end tax returns for your portfolio of small business clients and high-net-worth individuals. (1040, 1120-S, 1120, 1065)
- Peer review all tax returns
- Prepare and present tax planning kickoff calls, implementation calls and quarterly calls engaging the clients with their tax questions throughout the yearPerform analysis, ensuring adherence to standard requirements
- Keep up to date with the latest tax legislation changes and IRS pronouncements as they become available
- Spend time researching strategies that may apply to clients to help keep up to date with the evolving tax industry
Qualifications and Skills:
- Experience in preparing and reviewing tax forms (1040, 1120, 1120-S, 1065)
- Previous client-facing experience in providing tax advice and consultation.
- Excellent communication and interpersonal skills.
- Strong analytical and problem solving skills
- CPA or EA license (Required)
- Experience working with Quickbooks Desktop & Online.
Additional Responsibilities:
- Research and continuing education in all areas of accounting and technology used internally and by clients.
- Support on-boarding of new clients to ensure adequate support to the primary bookkeeper.
- Support other areas of the company such as Sales, HR, and Admin as needed to continue to develop infrastructures of the company.
- Provide technical and social support to the team while developing each staff member to their full potential and efficiency.
Work Remotely
Job Type: Full-time
Pay: $60,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- Continuing education credits
- Paid time off
- Work from home
Experience level:
Schedule:
- Monday to Friday
- Weekends as needed
Experience:
- Tax Planning: 3 years (Required)
- Intuit Proconnect: 3 years (Preferred)
- Tax Preparation: 5 years (Required)
- Tax accounting: 5 years (Required)
- ChatGPT: 1 year (Preferred)
- Tax Resolution: 3 years (Preferred)
Language:
License/Certification:
Work Location: Remote