US Tax Accountant

Job title: US Tax Accountant

Company:


Job description: JOB OVERVIEWKEY SUCCESS FACTORSComfortable working with tax clients, preparing returns, answering client questions and resolving client issues
Understanding of income tax laws as they relate to corporate entities, individuals and partnerships
Ability to work independently with limited supervision
Caring, friendly attitude and ability to build relationships
Ability to communicate effectively in person and through written and verbal communication
Strong research, analytical and critical thinking skills
Advanced Microsoft Word and Excel skills
Interest in continually examining firm processes for better efficiency and effectiveness
Must be detail oriented with strong organizational and time management skillsSPECIFIC RESPONSIBILITIESREQUIRED HOURS: M-F 9 AM EST- 4 PM EST with 1 hour lunch break
Contact clients through phone, email and video conference.
Follow up on document and signature requests
Follow up on meeting requests
Perform services within budgeted time by developing technical, time management and organizational skills
Write and distribute email, correspondence memos, letters, faxes and forms
Maintain electronic filing system in SmartVault
Maintain contact lists in ZOHO CRM
Update and maintain office procedures and workflows in Trello
Assist with month-end and year-end financial reports
Post journal entries and adjusting entries
Handle routine client tax questions and works with client to collect necessary information for tax return completion and compliance
Respond orally and in writing to various tax inquiries from clients
Independently prepare individual, corporate, partnership and non-for-profit tax returns
Assist in the preparation of quarterly and year-end estimates
Tax Preparation of Corporate, Individual, Fiduciary, Non-Profit and Partnership Tax Returns
Prepare and process Sales Tax Returns for monthly and quarterly Clients.
Review and/or draft correspondence with IRS and state taxing authorities
Make adjusting entries and complete a trial balance in order to prepare business returns
Perform accounting/bookkeeping functions when needed
Perform services within budgeted time by developing technical, time management and organizational skills
Research tax issues and provide tax planning and consulting services
Conducting face-to-face tax interviews with clientsMINIMUM REQUIREMENTS3+ years tax preparation experience required
Bachelor’s degree in Accounting or Tax and a minimum of 3 years of prior experience with write-up, payroll and tax returns.?
Able to pass our Tax Preparer Test
Experience working in a fast-paced environment
Experience with general ledger and fixed asset reporting systems?
Accounting GPA of 3.0 or higher
An overall GPA of 3.0 or higher
Proficient in Microsoft Office applications including Microsoft Excel
Must be able to work independently and be reliable
Ability to utilize firm technology to enhance client service
Excellent Customer Service skillsPREFERENCES5+ years’ experience in completing complex returns (individual, trust, partnership, corporate)
Form 990 Non-profit industry experience
Masters of Tax degree
CPA, pursing CPA or Enrolled Agent certification
Experience with ProSeries tax preparation software
QuickBooks ProAdvisor certification
Experience calculating Employee Retention Credit (ERC)
Experience preparing Form 941-X for ERC Credit
Pursuing a Masters of Tax or Accounting degree
Pursing CPA license or Enrolled Agent certification
Experience with ProSeries Professional tax preparation software a plus
QuickBooks experience or ProAdvisor certification a plus
SmartVault Client portal experience a plus
Zoho CRM experience a plus
PandaDoc experience a plus
Trello experience a plusApplication Instructions

• Interested applicants should respond to this post with the subject line: “MMR CPA- Last Name, First Name-Position Title” and a include cover letter.

Expected salary:

Location: Philippines

Job date: Wed, 14 May 2025 07:38:49 GMT

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