POSITION: Full-time Senior Bookkeeper

( Minimum of 40 hours/week )

If you are an awesome Senior Tax preparer with a minimum of 7 US TAX seasons experience, and looking for a long-term opportunity, then this role must be meant for you!

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.

• 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, in 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, the 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 returns are covered by the 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, and done, and keep customers happy!

What you will get in this position:

• To work with a global organization that focuses on tax minimization for USA company leaders
• A fun, exciting, and engaging work environment
• Job Stability. Our firm doesn’t run out of work. It means you will enjoy steady pay and a dependable workforce.
• Paid Training. Training isn’t just necessary to our company, it is vital. We make sure that employees develop the skill-set that allows them to undertake a greater variety of work .
• Spiff and bonuses. We provide a reward for every new idea you bring into the company to help streamline our processes.
• Employee Referral Bonus Program. We provide a $200 incentive for every qualified candidate and stay with us for more than 90 days.
• Equal Employment Opportunity. No company politics.
• Employees are genuinely appreciated. Our company has a culture of appreciation. We don’t take for granted our people’s fantastic work.
• Collaborative environment. We make sure that no one is left behind, and we actively support everyone’s career progress.
• Permanent Work from home.

System requirements:

• Minimum of 10mbps or higher
• Minimum of i5 processor laptop or desktop
• Minimum of 16GB Ram
• Minimum of 512GB HDD or SSD
• Headset with noise cancelation
• Home-office setup with a quiet location
• To ensure the security of our firm, we can only consider candidates who have a Windows operating machine. Having Windows Pro would be a significant advantage. If you are a Mac user and wish to apply, please note that you will need to acquire a Windows operating machine once you are accepted to perform the job with us.

Working hours:

In our firm, the minimum requirement and non-negotiable is 40 hours a week, which may include possible weekend shifts, mandatory meetings, training, and events with staff and clients. During tax season, high fluctuation of hours (50 – 60 hours) is expected and you may be called upon to assist other teams when needed.

Must be willing to follow our hiring process:

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Ensure you put “super-badass-enthusiastic Job Role” in your title/cover letter/email submission or your submission will be ignored.