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Senior US Tax Preparer/Strategist

Date Posted —

Type of Work:
Any
Salary:
$9.00 – $10.00 per Hour
Hours per Week:
45

Job Description

[Please only apply if you have a US Tax Business & Personal Preparation Experience]

A bit about us…

Though this role may sound traditional, we’re not the average accounting firm. We believe that being extraordinary is about doing the right thing, not just being seen to do so from time to time. So, we invest our time in service of others, not just by crunching numbers but by creating clarity and confidence for our clients. Our mission is to care, support, and delight our clients in a way that no one else does.

During the last few years, we have experienced 10x growth – and we want to keep this going.

We believe in big things. We believe in big results. And when we start small, we believe people can grow and evolve into something great and in this expansion, we wish to bring along with us our Experienced US Tax Preparer/Accountant, who will play a key role in how we continue to push the limitations on how we service our clients. If you want to check us out – do so

Who You Are

Are you a tax whiz looking and ready for your next challenge? Keep reading if you’re someone who does not want to just do the status quo but is interested in finding fresh approaches to old problems and working on them!

We are seeking a highly skilled and detail-oriented US Tax Preparer/Strategies to join our team. As a US Tax Preparer/Accountant, you will be responsible for assisting clients with their tax obligations, ensuring compliance with US tax laws, and providing expert advice on complex tax matters. You are the Tax Advisor who will be part of the backbone of what we’re building.

This is an excellent opportunity for individuals who are passionate about taxation and have a strong desire to provide top-notch service to clients. Join our team of dedicated professionals and take your career in taxation to the next level! If you resonate with any of these, you will likely get along with our culture.

– Listening to educational podcasts
– Always wondering if there is a better task management tool out there.
– Wondering if the notes app on your phone really the best way is to take notes.
– Reading an email 4 times before you send it, just to make sure the tone is right.

What we’re looking for:

Ultimately, we want someone to lead our tax preparation and back office tax planning team. Are you wanting to elevate your skillset beyond just tax preparation and step into the world of strategic tax planning – this is the role for you. If you like responsibility – this is the role for you.

Typical tasks:

* Tax Preparation. Responsible for assisting clients with the preparation and filing of their tax returns. Involved in gathering financial information, completing tax forms accurately, and ensuring compliance with all relevant tax laws and regulations. Here are the key tasks included in US-based tax preparation:

* Gather Financial Information: Collect all relevant financial documents, including W-2 forms, 1099 forms, income statements, and expense receipts.

* Data Entry: Input financial data into tax preparation software or paper forms accurately. Ensure that all income sources, deductions, and credits are accounted for.

* Income Reporting: Report various types of income, including wages, self-employment income, rental income, dividends, interest, and capital gains. Calculate taxable income after accounting for eligible deductions and credits.

* Deductions and Credits: Identify and claim eligible deductions, such as mortgage interest, student loan interest, medical expenses, and charitable contributions. Apply tax credits, such as the Earned Income Tax Credit (EITC), Child Tax Credit, and education credits, where applicable.

* State Tax Reporting: Determine state tax filing requirements and report income and deductions on state tax forms. Some states have their own income tax rates and rules.

* Tax Compliance: Ensure compliance with federal, state, and local tax laws and regulations. Stay up to date with changes in tax laws that may affect the client’s tax liability.

* Tax Strategic Planning. Reduce the clients’ tax liabilities through tax strategies. Give financial and investment advice and optimize tax outcomes based on business structures. Stay informed of tax law changes to adapt strategies.

* Tax Research and Analysis. Research on complex tax issues and regulations. Interpret tax laws and rulings to provide accurate advice. Identify opportunities for tax savings within the bounds of the law.

* Financial Analysis. Analyze financial statements and records to identify areas for tax optimization. Assess the financial impact of various tax strategies and decisions.

* Continuous Learning and Certification. Stay informed about changes in tax laws and regulations. Pursue continuing education and certifications, such as Certified Public Accountant (CPA), to maintain expertise.

What Is Required of You

* Bachelor’s degree in Accounting, Finance, or a related field (CPA certification is often preferred).
* Proven experience in tax accounting and compliance.
* Strong knowledge of federal, state, and local tax laws and regulations.
* Proficiency in tax preparation software and financial software.
* Excellent analytical and problem-solving skills.
* Strong attention to detail and accuracy.
* Effective communication and interpersonal skills.
* Ethical and trustworthy, adhering to professional codes of conduct.

What Makes You Unique

* Not afraid of having difficult conversations.
* Believe that every client (human) deserves our best!
* You have an opinion on whether coffee or tea is better.

What You’ll Love in This Role

* You’ll have a better platform to grow and go farther in your career as a US Tax Accountant in our growing company!
* We accept your part-time or full-time commitment (preferred) to this role with a permanent Work-At-Home setup.
* You can work any flexible shift given you can meet the team and can efficiently work on your deliverables.
* Hourly Rate: $9-10 / Hour

To apply, please answer the form and submit it through the link below!

[Only apply and submit this form if you have a US Tax Accounting Experience]

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APPLY FOR THIS JOB:

Company: Multiply Advisors
Name: Tin Crisanto
Email:

Skills