Cannabis Staff / Tax Preparer

CJBS Cjbs, Llc; Deerfield (IL); On-site; USD 50,000 - 70,000; Full time

Job summary

CJBS Cjbs, Llc in Deerfield, Illinois, is looking for a Cannabis Staff / Tax Preparer to help with bookkeeping and tax return preparation. Candidates should have a bachelor’s degree in Business and Accounting and be CPA eligible.

The role involves preparing various tax returns, understanding regulatory requirements, and maintaining professional standards. Proficiency in Microsoft Office and tax preparation software is required. Opportunities for advancement are available based on demonstrated abilities.

Qualifications

• Proficient in Microsoft Office Suite (Word, Excel).
• Familiar with CCH Axcess or similar products.
• Experience with Oracle NetSuite preferred.
• Knowledge of Odoo ERP and CRM is a plus.

Responsibilities

• Become familiar with the firm’s policies and procedures.
• Understand and apply professional standards and legal requirements.
• Prepare various tax returns under supervision.
• Proficiently handle bookkeeping and tax-related tasks.

Skills

Proficient in Microsoft Office Suite

Proficient in CCH Axcess or similar products

Proficient in Oracle NetSuite

Proficient in Odoo ERP and CRM

Experience with QuickBooks and tax preparation software

Ability to work independently

Education

Bachelor’s degree in Business and Accounting

CPA, EA, or CPA eligible preferred

Job description

Individuals at this level normally have a college degree with a major in accounting and the requisite hours to be CPA eligible, and generally have from zero to four years of experience. Cannabis Staff / Tax Preparers are expected to:

• Become familiar with the firm’s policies and procedures
• Understand professional standards and applicable legal and regulatory requirements
• Progress professionally by working toward passing the CPA exam in an expeditious, planned manner
• If assigned primarily to bookkeeping, sales tax, and corporate tax return preparation engagements, the Cannabis Staff / Tax Preparer is expected to:
  • Become familiar with pertinent IRC sections and regulations, including 280E
  • Obtain a working knowledge of research techniques, including the various research sources in the firm library
  • Become proficient in the preparation of level-appropriate tax returns, including corporate, partnership, or other tax returns prepared by the firm
  • Assume responsibility for the completion of tax returns under the supervision of more experienced staff
  • Prepare tax trial balance and propose adjustments to the unadjusted numbers
  • Become familiar with common book to tax schedule of M-1 differences
  • Become proficient in bookkeeping tasks that are often an element of the assigned jobs. Included in this is performing a bank reconciliation and identifying reconciled items
  • Maintain required CPE

Qualifications

• Proficient in Microsoft Office Suite (Word, Excel)
• Proficient in CCH Axcess or similar products
• Proficient in Oracle NetSuite preferred
• Proficient in Odoo ERP and CRM preferred
• Experience or familiarity with QuickBooks and tax preparation software is a plus
• Ability to work independently in a team atmosphere
• Bachelor’s degree in Business and Accounting
• CPA, EA, or CPA eligible preferred

Advancement

• Demonstration of growing technical abilities and communication skills
• Ability to teach, mentor, and foster team building
• Demonstration of leadership skills and potential
• Thirst for knowledge and desire to work hard and meet the demands of clients