Remote Tax Associate

Summary

Join Strategic Financial Reporting, Inc. as a Tax Associate to provide clients with superior personalized bookkeeping, tax, accounting, and consulting services by implementing practical solutions for our clients' diverse needs.

Requirements

• 5+ years of demonstrated ability to prepare individual & business tax returns (1040, 1120, 1120S, 1065, etc)
• 2+ years of experience using Intuit Tax Online for/in a professional organization for tax preparation and filing
• 2+ years of experience using QuickBooks Online for/in a professional organization
• BSc degree in Accounting, Finance or relevant subject; industry certification (e.g. CMA or CPA) is preferred
• Familiar with Outlook and Office 365 Online Suite (Outlook Online, Microsoft ToDo, Microsoft Teams Meetings, and SharePoint/OneDrive)
• Strong numeracy skills
• Keen attention to detail
• Comprehensive/extensive knowledge of IRS rules and regulations as well as state and local tax laws
• Able to communicate powerfully, clearly, and professionally - both orally and in writing
• Confidence in learning and embracing new technologies, and a willingness to consistently and accurately follow established policies and procedures
• Strong time management skills to complete work within strict deadlines
• Willingness to build strong remote team relationships based on trust, accountability, integrity, and shared learning and training

Responsibilities

• Prepare Individual and business federal and state tax returns on behalf of clients
• Electronically file tax returns on behalf of clients
• Using applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return
• Demonstrate a thorough understanding of professional accounting practices
• During tax preparation, ensure compliance with government tax rules
• Research and keep abreast of current IRS and state and local tax rules and regulations and ensuring full compliance
• Meet with clients via virtual meetings as needed to answer questions and present tax returns
• Answer tax- and finance-related questions
• Identify tax savings and suggest ways to reduce taxation
• Advise individuals and companies on tax strategies
• Advise clients about tax liabilities and other tax-related matters
• Estimate and track tax returns
• Calculate and prepare tax payments for clients
• Review data on reports and detect possible errors
• Organize and analyze clients' financial information
• Establish and update client records
• Collect data from income statements and expense documents
• Complete clients' tax documentation

Preferred Qualifications

QuickBooks Online Certification (or QuickBooks Online Advanced Certification)

Benefits

• Fully Remote - Work from Home
• Flexible schedule - build the schedule that works best for you
• Monthly meetings with a Life Coach
• Opportunity for Growth & Advancement
• 40 Hours of Paid Sick Leave Annually
• Paid vacation hours accrued based on hours worked
• 5 Paid Holidays Annually - Choose your own holidays
• 401k Retirement Savings Plan (after 1 year) with company matching
• Medical Flexible Spending Account (FSA)