Tax Preparer

Two Roads; Friendly (MD); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading remote financial services firm, Two Roads, is seeking a Tax Preparer committed to excellence in tax services. This role offers the chance to work independently while ensuring client success through accurate and compliant tax strategies. Join a collaborative team culture that values growth, autonomy, and the importance of communication with clients, all while enjoying the flexibility of remote work.

Benefits

Remote work

Flexibility in work schedule

Team culture with experienced colleagues

Growth opportunities within the organization

Qualifications

• Strong understanding of tax regulations and compliance.
• Ability to prepare tax returns accurately.
• Proven communication skills to explain complex tax matters.

Responsibilities

• Prepare accurate tax returns for individuals and businesses.
• Communicate with clients about tax minimizing strategies.
• Ensure timely filing of tax returns per regulatory deadlines.

Skills

Attention to detail

Tax regulation knowledge

Communication

Client relationship management

Tools

Quickbooks Online

UltraTax

TaxDome

Job description

From our desks free to your inbox, get articles on essential topics such as:

• How and why a budget is useful
• The in & outs of cash flow management
• Ways to handle being overwhelmed (from our CEO)

Remote

Tax Preparer

About Two Roads:

Work in the tax field that you enjoy and still have work life balance! Two Roads is a remote financial services firm dedicated to providing expert services to small business clients, which currently includes Bookkeeping, CFO, and Tax. At Two Roads, we're committed to empowering business owners to understand their financials and grow their business. Our dedicated team members become student's of their clients businesses, providing support and guidance. As remote employees, they value autonomy, but also know how to work well with others and have fun. If you're committed to pursuing financial clarity and want to play an active role in the success of small businesses, Two Roads needs you!

Job Overview

We are seeking an experienced Tax Preparer to join our team and contribute to our commitment to excellence in tax services. The ideal candidate should possess a strong understanding of tax regulations, exceptional attention to detail, and the ability to communicate complex tax matters to clients in an understandable manner. The Tax Preparer will play a crucial role in helping clients optimize their tax strategies, minimize liabilities, and ensure compliance with all relevant tax laws.

Key Responsibilities

Tax Preparation

• Tax prep work needed in Quickbooks Online (or other software, if needed) prior to beginning the return
• Prepare accurate and complete tax returns for individuals, businesses, and other entities based on clients' financial information
• File federal and state income tax returns including forms 990, 1040, 1041, 1065, 1120, and 1120S using UltraTax
• Review federal and state income tax returns
• Communicate and help implement tax minimization strategies
• Prepare entity and personal tax projections
• Stay up-to-date with changes in tax laws, regulations, and deductions to provide clients with the most current and relevant advice.

Communication

• Develop a trusted relationship with your clients
• Respond timely to clients and the internal team
• Maintain status of returns using TaxDome
• Communicate with other Two Roads team members regarding tax related matters
• Be willing to share your tax knowledge with the team, as needed
• Participate in weekly team meetings
• 412 all-staff monthly meeting
• Liaison with the IRS and/or other regulatory bodies

Compliance

• Ensure accurate and timely filing of tax returns to meet all regulatory deadlines
• Maintain detailed records of tax-related activities, client interactions, and supporting documentation
• Collaborate with colleagues and supervisors to maintain consistent adherence to industry best practices and quality standards
• Stay current with developments in tax legislation, IRS regulations, and industry trends to ensure accurate and up-to-date tax advice and services

Location Requirement

Must be in Eastern or Central time zones

Why Choose Two Roads?

• Remote work - enjoy working from home
• Flexibility – get work done when it fits into your schedule (while still being responsive to clients and teammates during normal business hours, and meeting deadlines)
• Autonomy – self-starters rejoice! No micromanaging here.
• Great Team Culture – teammates with a broad range of experience and skills that are willing to help with any questions you may have
  
• Growth Potential – enjoy a culture where opportunities for excellence and efficiency come from all levels of the organization, which result in personal and professional growth.

Two Roads Team Members Are:

• Responsive to clients and teammates Monday-Friday, 9am – 5pm EST via email and phone
• Self-starters: They find the answer. They know how to get help when it’s needed
• Able to work autonomously. We don’t micromanage
• Committed to getting work done on time
• Quick learners as it relates to new software
• Friendly, helpful, and humble

Our Interview Process

A strong foundation is what makes an organization successful, and at Two Roads, every person on our team is that foundation. It’s for this reason that we strive, through all steps of the interview process, to ensure that every new team member aligns with our values and culture so it’s a win-win for everyone.

An Overview of Our Interview Process:

• Online Application
  • This application could take 1+ plus hours to complete and you can’t save as you go, so plan to complete this in 1 sitting.
  • You’ll need your resume handy in an electronic format.
  • You will be asked to record a video of yourself.
• We will review your application and when we see a potentially great fit, we’ll follow up with an initial video interview.
• Once we’ve discovered your values, goals, and vision align with ours, a second video interview will take place with your potential Team Lead and a team member, where you will have an opportunity to discover if we’d be the right fit for you.
• At this point we’ll check references and if all of that checks out, a final video interview will take place with the upper management of Two Roads to answer any final questions either party may have to ensure a win-win.
• We’ll then perform a background check, draft the offer letter, finalize details on start date, etc., and get started!