Tax Preparation and Financial Compliance Specialist

Job Summary:
We are seeking a meticulous and detail-oriented Tax Preparation and Financial Compliance Specialist. This role is crucial in ensuring our Business’ tax returns are accurately prepared, compliant with the latest US tax laws, and that the financial documents are well-organized and error-free. The ideal candidate will have a strong background in tax preparation, financial document management, and a keen eye for identifying and correcting discrepancies.

Key Responsibilities:

1. Tax Preparation and Organization:

a. Prepare Tax Returns:
– Gather and review all necessary documents to prepare accurate tax returns for the past three years for various businesses.
– Compile and organize all relevant financial information for tax filing purposes.
– Ensure all information is complete and accurate before submission.

b. Compliance with Tax Laws:
– Ensure that all tax returns comply with the latest US tax laws and regulations.
– Stay updated on changes in tax laws to maintain accuracy and legal compliance in all filings.

c. Correcting Discrepancies:
– Carefully review past tax filings to identify and correct any mistakes or discrepancies.
– Address any issues found in historical tax records to prevent future problems.

2. Bank Statement Management:

a. Organize Financial Documents:
– Collect and review bank statements and other financial documents.
– Ensure all documents are complete, well-organized, and easily accessible.

b. Categorize Transactions:
– Break down and categorize each transaction in the bank statements for precise record-keeping.
– Assign transactions to appropriate categories such as income, expenses, and investments.

c. Resolve Inconsistencies:
– Identify and resolve any inconsistencies or irregularities in the financial statements.

Qualifications:

-Proven experience in tax preparation and financial document management.
-Strong understanding of US tax laws and regulations.
-Excellent attention to detail and organizational skills.
-Ability to identify and correct discrepancies in financial documents.
-Proficient in financial software and tools.
-Strong analytical and problem-solving skills.
-Excellent communication and interpersonal skills.

Preferred Qualifications:

-Certified Public Accountant (CPA) or Enrolled Agent (EA) designation.
-Experience with tax preparation software.
– Experience in US Tax preparation.
-Knowledge of various financial reporting and management tools.
-Knowledge in US tax law.

How to Apply:
Interested candidates should submit their resume and a cover letter detailing their qualifications and experience relevant to this role to Click to view. Please include “Tax Preparation and Financial Compliance Specialist” in the subject line of your email.