Senior Tax Preparer - IQ Talent Marketplace

About the company:

Solid, growing, and lively/fun USA CPA firm. We have been in the business for over 19 years, and are ranked Top 1% of Tax Strategists in the USA. We are a progressive, 100% digital CPA Firm, so cloud computing and basic tech skills are required!

About you:

You have a good eye for detail, are flexible, and highly motivated. You are the right fit if you have a proven ability to adapt and manage effectively in a fast-paced, challenging environment and manage multiple, oftentimes competing priorities. A person who invests deeply in their work is curious, and eager to learn with exceptional communication skills, both written and verbal, and active listening abilities will succeed with us.

About The Role

Key responsibilities:

• Personal tax returns, business tax returns, extension estimates, projection of tax, tax planning, tax research, tax review.
• Any other task, calculations, or report preparation, assigned to you by anyone in the company.
• Client communication.
• Reporting project status to your manager, operations, and owner of the company.
• Completion of projects on time (follow timeline) and follow the urgency level.
• Share the status of the projects regularly or when it is asked by the manager, owner, or anyone in the company.
• Maintain data privacy between the firm and clients.
• Management of the data-driven areas of the Tax team (reporting to team/managers, payroll reporting, project over/under budget conversations with team leaders, billable %’s of staff, etc.)

Requirements:

To be successful in this role you will have a decent understanding of Tax procedures and regulations preferably with State Income Taxes (Nexus) and Transfer Pricing along with the below.

• Proven work experience as a tax preparer in the US Tax industry.
• Solid tax information-analytical skills.
• Associate’s degree in tax (preferred US tax), accounting, business, administration, or similar.
• Ability to stay organized and focused in a busy, demanding, and constantly moving and challenging environment.
• Can work a minimum of 50+ hours during the tax season and 40+ hours on other days is a must.
• Ability to identify numerical errors and reporting requirements.
• Good organizational, time-management, and deadline-meeting abilities.
• Good communication & teamwork skills.

#Tools/Systems/Applications:

• QuickBooks, Xero, FreshBooks, Zoho Books
• Google Sheets, MS Word, MS Excel
• Gmail, Slack

System requirements :

• Internet Speed: At least 10mbps.
• CPU: Core i5 (8th generation minimum) or i7 (8th generation minimum) if the CPU is different from the Intel core (e.g. AMD Ryzen), our Technical team will be able to advise on that.
• RAM: Minimum of 16GB.
• Storage: Minimum 256GB SSD or 500GB HDD.
• Operating System: Genuine Windows (Preferably Pro).
• Audio: A good quality headset preferably equipped with noise cancellation.
• Video: A laptop/PC with a webcam or a good-quality webcam

To ensure the security of our firm, we can only consider candidates who have a Windows operating machine. Having Windows Pro would be a significant advantage. If you are a Mac user and wish to apply, please note that you must acquire a Windows operating machine once you are accepted to perform the job with us.

A few perks to consider once hired include:

• Permanent Work from home.
• We offer consistent and reliable work hours, and therefore compensation, sought after by most freelancers and independent contractors. A full-time position with us requires a minimum of 40 to 50 hours per week.
• This opportunity provides great USA exposure for finance enthusiasts or those curious about this field.
• Paid training. Training isn’t just necessary to our company, it is vital. We ensure that our staff develops skill sets that allow them to perform a broader range of work. We ensure no one is left behind.
• Equal Staff Opportunity. No company politics.
• Our company embodies a culture of appreciation. We don’t take for granted our teams’ fantastic work.
• Collaborative environment: Our team integrates 13 divisions of expertise. We ensure staff can give help and get help when they need it. This allows the opportunity to interact with people from a wide variety of global cultures.
• Work-life balance. We conduct games, movie nights, fun activities & events to bring the team closer together and ensure a close culture is created & maintained.
• We strive to streamline our systems & processes. We provide incentives based on performance and novel ideas implemented.

Working Hours:

• Our USA business hours include MANDATORY overlap (8:00 am to 12:00 noon Arizona time).
• Hours for some departments may be fixed or may vary depending on the tasks/projects involved.
• Billable teams (Bookkeepers, Tax preparers, Customer care, and admins ) expect to work at least 50 hours per week during tax season, and weekends could be required.
• We need someone available for on-call emergencies (outside of normal working hours. Only when needed).

𝑻𝒂𝒙 𝑮𝒐𝒅𝒅𝒆𝒔𝒔 𝒑𝒓𝒐𝒗𝒊𝒅𝒆𝒔 𝒆𝒒𝒖𝒂𝒍 𝒄𝒐𝒏𝒕𝒓𝒂𝒄𝒕𝒐𝒓 𝒐𝒑𝒑𝒐𝒓𝒕𝒖𝒏𝒊𝒕𝒊𝒆𝒔 𝒕𝒐 𝒂𝒑𝒑𝒍𝒊𝒄𝒂𝒏𝒕𝒔 𝒂𝒏𝒅 𝒔𝒕𝒂𝒇𝒇 𝒘𝒊𝒕𝒉𝒐𝒖𝒕 𝒓𝒆𝒈𝒂𝒓𝒅 𝒕𝒐 𝒓𝒂𝒄𝒆, 𝒄𝒐𝒍𝒐𝒓, 𝒓𝒆𝒍𝒊𝒈𝒊𝒐𝒏, 𝒂𝒈𝒆, 𝒔𝒆𝒙, 𝒔𝒆𝒙𝒖𝒂𝒍 𝒐𝒓𝒊𝒆𝒏𝒕𝒂𝒕𝒊𝒐𝒏, 𝒈𝒆𝒏𝒅𝒆𝒓 𝒊𝒅𝒆𝒏𝒕𝒊𝒕𝒚/𝒆𝒙𝒑𝒓𝒆𝒔𝒔𝒊𝒐𝒏, 𝒏𝒂𝒕𝒊𝒐𝒏𝒂𝒍 𝒐𝒓𝒊𝒈𝒊𝒏, 𝒑𝒓𝒐𝒕𝒆𝒄𝒕𝒆𝒅 𝒗𝒆𝒕𝒆𝒓𝒂𝒏 𝒔𝒕𝒂𝒕𝒖𝒔, 𝒅𝒊𝒔𝒂𝒃𝒊𝒍𝒊𝒕𝒚 𝒔𝒕𝒂𝒕𝒖𝒔, 𝒐𝒓 𝒂𝒏𝒚 𝒐𝒕𝒉𝒆𝒓 𝒍𝒆𝒈𝒂𝒍𝒍𝒚 𝒑𝒓𝒐𝒕𝒆𝒄𝒕𝒆𝒅 𝒃𝒂𝒔𝒊𝒔, 𝒖𝒏𝒅𝒆𝒓 𝒂𝒑𝒑𝒍𝒊𝒄𝒂𝒃𝒍𝒆 𝒍𝒂𝒘.