Tax Preparer, Accounting Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Prepare tax returns for federal and state individuals as well as businesses.

• Analyze financial statements, General Ledger activities, and accompanying documentation.

• Create tax workpapers and calculate estimated taxes.

• Conduct account reconciliations and make adjusting journal entries.

• Examine Balance Sheets, Profit & Loss Statements, and bookkeeping records.

• Assist in month-end and year-end closing processes.

• Identify opportunities for tax savings and provide support for tax planning.

• Communicate with clients and address tax/accounting questions.

• Help with responses to IRS and state notices.

⛳️ Requirements

• A Bachelor’s Degree in Accounting, Finance, or a related discipline is preferred.

• EA, CPA, or CPA Candidate status is preferred.

• A minimum of 3 years of recent experience in U.S. tax preparation is required.

• Proficiency in preparing: Form 1040, Form 1120S, Form 1065, Form 1120, Schedule C & Schedule E, and K-1 Reporting.

• Experience working with small business clients is essential.

• Strong background in reviewing General Ledger and financial statements.

• Familiarity with making adjusting journal entries and year-end tax adjustments.

• Technical tax knowledge in areas such as Individual Taxation, Business Taxation, Multi-State Tax Returns and State Compliance, Depreciation, Fixed Assets, Section 179 & Bonus Depreciation, Shareholder Basis, Partnership Allocations, Corporate Distributions, Tax Credits, Deductions, and Estimated Tax Calculations is required.

🏝️ Benefits

• Opportunities for professional development.

• Exposure to a variety of small business clients.

• Long-term career advancement possibilities.