Position Overview : We are looking for an extension of our team on a full-time, long-term basis. The ideal candidate will have experience in bookkeeping, client-facing roles, and preparing tax returns. This dual-role position combines high-level expertise in tax compliance and planning with bookkeeping responsibilities to ensure the financial accuracy and efficiency of the organization. The ideal candidate is detail-oriented, organized, and adept at handling complex tax matters while managing day-to-day financial operations.
Key Responsibilities :
Tax Accounting :
- Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, and non-profits.
- Research and stay updated on changes in tax laws and regulations, providing recommendations to optimize tax positions.
- Assist in tax planning and forecasting strategies for clients or the organization.
- Handle audits and communicate with tax authorities as needed.
- Identify tax-saving opportunities and ensure compliance with all tax filings.
Bookkeeping :
Manage accounts payable and receivable, ensuring timely payments and collections.Perform reconciliations for bank accounts, credit cards, and other financial accounts.Maintain general ledger and ensure all financial transactions are accurately recorded.Generate financial reports such as income statements, balance sheets, and cash flow statements.Assist in month-end and year-end closing processes.Work with external auditors and ensure compliance with internal financial policies.Collaboration & Advisory :
Partner with clients, management, or stakeholders to provide financial insights and recommendations.Support budgeting, forecasting, and financial analysis activities.Requirements
Key Qualifications and Skills :
Bookkeeping experience (including client-facing responsibilities).Tax Return Preparation experience (CCH Tax knowledge is a plus).QuickBooks Online experience (required; advanced proficiency preferred).Drake Tax software knowledge is not essential but would be a nice-to-have.Ability to work with clients directly, providing support and communication in a professional manner.Semi-Senior level preferred, though not an entry-level position. We are open to candidates who are eager to learn and grow in the role.Fluent in English (both written and spoken).Position Details :
Remote position (100% remote work).Working Hours : 8 AM – 6 PM EST.Candidate Preferences : We are not considering candidates from Kenya at this time.