What you will do
- You will be working with our CPA to provide expert guidance and service to our clients from around the world
- You will collaborate with other team members to timely and accurately file tax returns as needed throughout the busy season
- You will assist in communicating with clients to solve their various questions and inquiries around tax season.
- You will assist in managing client inquiries throughout the year, getting on calls (through webcam or phone) as needed to answer their worries.
- You will play an important role in the preparation process: performing tax calculations, inputting data, and researching any pertinent information needed to solve filing questions.
- You will apply appropriate practices, procedures, and processes to appropriately input client data into federal and state tax returns for CPA review.
Who you are
- Active PTIN required or ability to obtain prior to tax season
- You are comfortable communicating directly with co-workers, managers, or clients in a telework environment over a webcam.
- You have experience preparing and reviewing Federal and State income tax returns for businesses, preparing quarterly estimates, handling tax notices and disputes
- You are familiar with the following tax filings found in this guide: specifically, form 1120/5472 for non-US residents and form 1065 for partnerships.
- You are comfortable with a startup environment and can easily navigate ambiguity or sudden changes in your day-to-day tasks.
- You can use critical thinking, reasoning, and emotional intelligence to recognize details of situations and identify solutions, conclusions, or best approaches.
- You possess excellent organizational and analytical skills
- Effective English communication skills, both written and oral, are required
- Preferred: Active CPA or EA (or planning to obtain)
- Preferred: You have experience researching United States tax information
- Preferred: Familiarity with Intuit tax products
- Preferred: Familiarity with Wave, Quickbooks, or other SMB accounting software
Compensation and benefits
- This is a permanent role with the company.
- Generous PTO / sick leave
- You will work directly with the lead CPA for the tax filing process, gaining direct experience
- Free food and snacks (if in NYC office)
- Bring your dog to work 🐶 (if in NYC office)
