Experienced Tax Professional

::: {sfc-cp="" sfc-root="c" hveid="CAIIAAgACAYQAA" complete="true"} About the Role We are looking for an outgoing, reliable, and responsible Experienced Tax Professional to join our team for the upcoming tax season (December through April 16th). As a trusted advisor, you will help clients navigate complex tax situations with confidence, prepare accurate returns, and uncover savings opportunities. ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAIBxAA" hveid="CAIIAAgACAcQAA" complete="true"} ::: {sfc-cp="" sfc-root="c" hveid="CAIIAAgACAcQAQ" complete="true"} This is a seasonal position with the potential for a full-time, year-round appointment, transitioning into bookkeeping and accounting support after the tax season. We offer flexible schedule options (part-time or full-time tracks) to fit your lifestyle, a competitive hourly rate, an incentive plan that rewards your impact, and free advanced tax training. ::: ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAICBAA" hveid="CAIIAAgACAgQAA" complete="true"} ::: {sfc-cp="" sfc-root="c" hveid="CAIIAAgACAgQAQ" complete="true"} What You'll Do ::: ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAICRAB" hveid="CAIIAAgACAkQAQ" complete="true"} Tax Preparation: Prepare and electronically file complete, accurate federal and state tax returns for individuals and businesses (primarily Forms 1040, 1120-S, and 1065, including Schedules C and E). ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAICRAD" hveid="CAIIAAgACAkQAw" complete="true"} Document Analysis: Review and analyze W-2s, 1099s, financial statements, organizers, receipts, and internal notes to build organized supporting workpapers. ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAICRAF" hveid="CAIIAAgACAkQBQ" complete="true"} Client Advisory: Meet with clients to explain tax concepts in friendly language, resolve missing or conflicting information, and educate them on how to optimize their financial outcomes for the next year. ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAICRAH" hveid="CAIIAAgACAkQBw" complete="true"} Client Services: Manage client drop-offs, answer inquiries, and provide IRS support, tax notice assistance, and basic audit guidance. ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAICRAJ" hveid="CAIIAAgACAkQCQ" complete="true"} Accounting Support: Complete assigned bookkeeping, account reconciliations, and accounting corrections in QuickBooks Online. ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAICRAL" hveid="CAIIAAgACAkQCw" complete="true"} Team Collaboration: Research tax questions, document findings, collaborate on complex returns, and address internal reviewer feedback thoroughly before deadlines. ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAIChAA" hveid="CAIIAAgACAoQAA" complete="true"} ::: {sfc-cp="" sfc-root="c" hveid="CAIIAAgACAoQAQ" complete="true"} Required Qualifications ::: ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAICxAB" hveid="CAIIAAgACAsQAQ" complete="true"} High school diploma, GED, or equivalent. ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAICxAD" hveid="CAIIAAgACAsQAw" complete="true"} Minimum 1 year of paid experience in tax preparation, accounting, finance, or bookkeeping. ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAICxAF" hveid="CAIIAAgACAsQBQ" complete="true"} Proven ability to prepare complete individual and business returns from supporting financial records ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAICxAH" hveid="CAIIAAgACAsQBw" complete="true"} Experience working in a client-facing, consultative, or advisory role. ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAICxAJ" hveid="CAIIAAgACAsQCQ" complete="true"} Strong verbal and written communication skills. ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAICxAJ" hveid="CAIIAAgACAsQCQ" complete="true"} ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAIDBAA" hveid="CAIIAAgACAwQAA" complete="true"} ::: {sfc-cp="" sfc-root="c" hveid="CAIIAAgACAwQAQ" complete="true"} Preferred Qualifications ::: ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAIDRAB" hveid="CAIIAAgACA0QAQ" complete="true"} Bachelor's degree in accounting, finance, or a related field. ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAIDRAD" hveid="CAIIAAgACA0QAw" complete="true"} 5+ years of experience in tax preparation and financial services. ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAIDRAF" hveid="CAIIAAgACA0QBQ" complete="true"} CPA, Enrolled Agent (EA), or other IRS Circular 230 credentials. ::: ::: {bfc="" sfc-cp="" sfc-root="c" ved="2ahUKEwjtrtO4otiXAxUqoysGHfrgG7EQi4wTegoIAggACAAIDRAH" hveid="CAIIAAgACA0QBw" complete="true"} Advanced experience with complex tax returns, tax planning, audit support, or tax notice resolution. ::: :::