
Financial Expert
1 day ago
About Us
We are a fast-growing team of QuickBooks enthusiasts dedicated to helping US business owners maintain clean and accurate financial records, make decisions with financial clarity, and optimize tax strategies.
Job Summary
- We seek an experienced Tax Accountant to assist in designing the most innovative tech stack for delivering tax services from start to finish.
- The successful candidate will prepare, review, and submit individual, partnership, and corporate U.S. tax returns using leading software.
- This role requires analyzing client financials and personal information to identify deductions, credits, and strategic planning opportunities while ensuring full IRS compliance.
- The ideal candidate will have a deep working knowledge of IRC, U.S. GAAP, and multi-state filing requirements.
Key Responsibilities
- Design and implement an efficient tech stack for delivering tax services from start to finish.
- Prepare, review, and submit U.S. tax returns (Forms 1040, 1065, 1120, 1120S etc.) using leading software.
- Analyze client financials and personal information to identify deductions, credits, and strategic planning opportunities while ensuring full IRS compliance.
- Reconcile trial balances, general ledgers, and supporting schedules to validate tax data accuracy before filing.
- Research federal, state, and local tax law changes, advising clients and internal teams on impact and optimization strategies.
- Liaise directly with U.S. CPAs and IRS/state authorities to resolve notices, audits, and information requests.
- Document standard operating procedures and mentor junior preparers to drive process efficiency and quality.
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