Tax Preparer & Planner V2
Come join a top-notch accounting team that specializes in business management! If you love working with small business owners and using state of the art technology, this is the firm for you! We are not your typical tax prep firm...We are practically paperless!
Money Mastery LLC a full-service business advisory & tax firm located in the wonderful coastal community of Shallotte, NC in Brunswick County. Most accounting firms are stuffy. We are anything but. We are not stuck in our ways. We dislike pointless meetings, love technology, and we are 100% Client-centric.
We seek a Full-Time Remote Tax Preparer & Planner with extensive experience in both business and personal tax. The successful candidate is knowledgeable and well-versed in all tax forms. The Clients we serve rely on us to CRUSH their returns with a quick turnaround. Attention to detail and commitment to teamwork are a must.
The right candidate possesses a mindset that thinks proactively and strategically for our Clients. Our Clients rely on our expertise in providing valuable tax strategy and efficient preparation. We assist our business owner clients to maximize their profits and reduce their tax burden.
At Money Mastery LLC, you will work only with prospective and current Clients of our firm. Do the tax work you love without the headache of intense seasonality or 100-hour weeks. We shoot for no more than 45 hours per week – even during tax season! We value your sanity, joy and peace of mind! We see a world where prosperity intersects with generosity and reciprocity.
Sound Interesting? Check us out at moneymasteryllc.com and on FB and Instagram @moneymasteryllc.
Duties:
Prepare federal and multi-state tax returns for LLCs, partnerships, and corporations
Prepare federal and state tax returns for individuals including all schedules
Assist in satisfying various federal and state compliance functions, such as form 1099, etc.
Analyze third party information, such as Schedule K-1's and reconcile to partnership books, capital accounts and financial statements
Respond to IRS and state issues as well as drafting responses to governmental correspondence and audits
Perform technical tax research to address complex tax issues
Provide a reliable and accurate tax strategy and preparation program
Conduct strategic and proactive tax planning for our clients
Assist other team members with accounting responsibilities as required
Must Haves:
Great positive attitude
Balance multiple projects while monitoring and upholding deadlines
Self-starter who takes a proactive approach
Excellent written and verbal skills
Passionate about helping clients, cultivating relationships, and building trust
Confidence and love of learning new things
Accountability (and know what it really means)
Pretty darn analytical
Ability to crush
Thrive in a fast-paced environment
Superior client service standards
Extreme attention to detail and organizational skills
Authentic and kind, yet can hold boundaries
Education & Experience:
Bachelor’s Degree in Accounting
Minimum of 3 Years experience in tax preparation and planning for individuals and businesses
Proficient in QuickBooks Online with experience in business bookkeeping
Enrolled Agent or NC CPA designation preferred but not required
To apply, please send a cover letter and resume in the body of the email and do not include any attachments.