Position Type: Independent contractor
Location: Virtual or In-Person
Typical Hours/Days:
15-20 hours/week minimum
*90 day probationary period
Pay:
Bi-weekly
We're looking for...
This is the perfect opportunity for you if you're ready to expand your tax knowledge and gain hands-on experience that is ready to serve our growing firm. We're excited to bring on someone who is a team player, communicates well, takes accountability, is flexible, and is ready to make a lasting impact on our firm and clients.
Your Role Consists of...
- Enter tax information into tax returns.
- Using ProSeries tax preparation software, prepare tax returns based upon the information obtained.
- Preparation and review of tax returns including state and federal individual, partnership, corporation, and S corporation returns.
- Prepare other types of returns when necessary.
- Meet with clients for tax planning needs outside of tax season.
- Prepare various tax planning scenarios based on assumptions.
- Research tax matters and tax planning opportunities throughout the year.
- Review monthly and/or quarterly financial statements.
- Review bookkeeping issues with clients.
QUALIFICATIONS:
- Accounting Degree is required and/or CPA certification is preferred.
- Minimum of 3 years of experience preparing individual, partnership, corporation, and S corporation tax returns.
- Experience with Windows-based systems, tax preparation software, QuickBooks,
Our non-negotiable needs are...
⭐️ Availability during peak season/time-sensitive deadlines/events
⭐️ Effective Communication
⭐️ Detail-Oriented
⭐️ Flexible
⭐️ Deadline Driven
⭐️ Time Management
⭐️ Task Escalation
⭐️ Prioritization
⭐️ Deliverable Focused
Our most used software:
Canopy
ProSeries
Constant Contact
Microsoft Office
QuickBooks