Senior US Tax Preparer
Budget: $8 – $15 USD
Our Global team is a group of motivated individuals who help each other do remarkable things every day. If you are reading this brief, I presume you are a hardworking rockstar searching for full-time work from home? Does this sound like you? Don't let this opportunity pass you by! Learn more below!
POSITION: Full-time Senior Tax Preparer ( Minimum of 40 hours )
If you are an awesome Senior Tax preparer with a minimum of 7 US TAX season
experience, looking for a long-term opportunity, then this role must be meant for you!
About the company
Tax Goddess is a solid, growing, and lively/fun Scottsdale CPA firm. We have been in the business for over
17 years, and we are ranked Top 1% Tax Strategists in the USA. This would be a long term
opportunity for the right person. We are a progressive, computer savvy CPA Firm, so you
must have computer skills. Knowledge of working in the "cloud" is a plus as our firm is
100% digital.
We are looking for:
Someone with a fun-loving, flexible, motivated, person who is detail-oriented. Someone who
has a strong work ethic, confident, comforting in their communication with others, and can
work with little to no supervision.
Experience and understanding of Insightly, and Slack is a plus but not required.
We are looking for:
Must be proficient in Lacerte/Proconnect Online tax preparation software
Must be proficient in Quickbooks desktop and online version
Must be proficient in Excel
Must be willing to work with our teams all over the world, different cultures, and
personalities
Must have a minimum of 7 to 10 years US tax experience (both business & personal
returns), have reviewed other staff work before for both technical and theoretical issues .
English language skills must be at a fluent level.
Key Roles and Responsibilities:
Communicate with the client via phone call and email
Preparing more complex tax returns (1040, 1120S, 1120, 1065)
Should know the tax documents (W2, 1099, Consolidated stmt, Settlement statement, Mortgage forms, HSA, Home office, Vehicle deductions, foreign credits, foreign filing requirements)
Can prepare WPS file (can arrange all these docs in proper order in PDF, know how to use tic tie, can present the WPs in a way to make it easy for a reviewer to review it, WPS should cover all necessary documents and research papers whether they are from the client or from his own research)
Overall knowledge of tax (what's going on, recent changes, updates, carryback, NOL, effect of business tax over personal taxes like K1, etc.)
Bookkeeping for tax basic knowledge is also required
Know the entire filing process (when to e-file, paper file, what to attach etc.)
Knowledge of other such returns like Gift tax return, Trust returns, State Franchise tax returns, such other returns as they come across (payroll returs are covered by payroll department and sales tax returns are covered by bookkeeping)
Reviewing tax preparation of our other staff (both for technical review and theoretical
review) & (returning to other preparers for review points & training)
Helping clients with documents, questions, issues
Bookkeeping review
Training less knowledgeable staff/answering staff questions
Tax projections & quarterly estimates
Communication with clients/government agencies / other staff
Special client projects as needed
Working as a team to help get information in, out, done, and keep customers happy !
Working hours:
Our US business hours overlap ( 8:00 am to 12:00 noon Arizona time, the rest of the hours can be flexible )
Hours for some departments may vary depending on the tasks involved.
Working additional hours and some weekends during tax season will be required
You are required to be online & very active while you are on the clock.
We need someone who is available for on-call emergencies (outside of normal working hours).
POSITION: Full-time Senior Tax Preparer ( Minimum of 40 hours )
If you are an awesome Senior Tax preparer with a minimum of 7 US TAX season
experience, looking for a long-term opportunity, then this role must be meant for you!
About the company
Tax Goddess is a solid, growing, and lively/fun Scottsdale CPA firm. We have been in the business for over
17 years, and we are ranked Top 1% Tax Strategists in the USA. This would be a long term
opportunity for the right person. We are a progressive, computer savvy CPA Firm, so you
must have computer skills. Knowledge of working in the "cloud" is a plus as our firm is
100% digital.
We are looking for:
Someone with a fun-loving, flexible, motivated, person who is detail-oriented. Someone who
has a strong work ethic, confident, comforting in their communication with others, and can
work with little to no supervision.
Experience and understanding of Insightly, and Slack is a plus but not required.
We are looking for:
Must be proficient in Lacerte/Proconnect Online tax preparation software
Must be proficient in Quickbooks desktop and online version
Must be proficient in Excel
Must be willing to work with our teams all over the world, different cultures, and
personalities
Must have a minimum of 7 to 10 years US tax experience (both business & personal
returns), have reviewed other staff work before for both technical and theoretical issues .
English language skills must be at a fluent level.
Key Roles and Responsibilities:
Communicate with the client via phone call and email
Preparing more complex tax returns (1040, 1120S, 1120, 1065)
Should know the tax documents (W2, 1099, Consolidated stmt, Settlement statement, Mortgage forms, HSA, Home office, Vehicle deductions, foreign credits, foreign filing requirements)
Can prepare WPS file (can arrange all these docs in proper order in PDF, know how to use tic tie, can present the WPs in a way to make it easy for a reviewer to review it, WPS should cover all necessary documents and research papers whether they are from the client or from his own research)
Overall knowledge of tax (what's going on, recent changes, updates, carryback, NOL, effect of business tax over personal taxes like K1, etc.)
Bookkeeping for tax basic knowledge is also required
Know the entire filing process (when to e-file, paper file, what to attach etc.)
Knowledge of other such returns like Gift tax return, Trust returns, State Franchise tax returns, such other returns as they come across (payroll returs are covered by payroll department and sales tax returns are covered by bookkeeping)
Reviewing tax preparation of our other staff (both for technical review and theoretical
review) & (returning to other preparers for review points & training)
Helping clients with documents, questions, issues
Bookkeeping review
Training less knowledgeable staff/answering staff questions
Tax projections & quarterly estimates
Communication with clients/government agencies / other staff
Special client projects as needed
Working as a team to help get information in, out, done, and keep customers happy !
Working hours:
Our US business hours overlap ( 8:00 am to 12:00 noon Arizona time, the rest of the hours can be flexible )
Hours for some departments may vary depending on the tasks involved.
Working additional hours and some weekends during tax season will be required
You are required to be online & very active while you are on the clock.
We need someone who is available for on-call emergencies (outside of normal working hours).