Job description
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.
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.
