WE'RE HIRING TAX PLANNING ASSISTANT

KING OF KINGS MANAGEMENT INC; Atlanta (GA); Presencial; USD 52.000 - 64.000; Jornada completa

Descripción de la vacante

King of Kings Business & Tax Advisory is seeking a highly organized Tax Planning Assistant to support tax planning strategies, financial statement reviews, and year-end planning. The role involves coordinating with tax strategists, bookkeepers, and clients, while maintaining meticulous records and confidentiality.

The ideal candidate will have a foundational accounting/finance degree, strong Excel skills, and a willingness to learn new tax strategies and software.

Formación

• Associate's or bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred.
• Previous experience in accounting, tax preparation, bookkeeping, or financial services preferred.
• Basic understanding of business taxation, financial statements, and accounting principles.
• Strong proficiency in Microsoft Excel, Word, and Outlook.
• Experience with QuickBooks Online and tax software is a plus.
• Excellent written and verbal communication skills.
• Exceptional attention to detail and organizational skills.
• Ability to manage multiple client accounts, priorities, and deadlines.
• Willingness to learn new tax strategies, software, and processes.

Responsabilidades

• Assist senior tax strategists with the preparation, organization, and implementation of tax planning strategies.
• Collect and review financial statements, prior-year tax returns, payroll reports, and supporting documentation.
• Assist with quarterly and annual tax planning reviews.
• Prepare tax planning worksheets, calculations, schedules, and supporting documentation.
• Track tax planning strategies, implementation deadlines, and outstanding action items.
• Assist with research related to federal and state tax regulations.
• Support year-end tax planning and client strategy implementation.
• Assist with preparing IRS forms, tax elections, business registrations, and other tax-related documentation under supervision.
• Review client information for accuracy and completeness.
• Maintain organized digital client files and documentation.
• Track IRS and state correspondence, notices, and filing deadlines.
• Coordinate with tax preparers, bookkeepers, and tax strategists to ensure timely completion of assignments.
• Communicate professionally with clients by email, phone, and client portal.
• Follow up on missing documents, pending requests, and tax planning implementation items.
• Coordinate client meetings and prepare documentation for tax planning consultations.
• Provide exceptional client service while maintaining confidentiality.
• Keep clients informed of outstanding items and next steps.
• Ensure all client communications and follow-ups are documented in our practice management system.

Conocimientos

Attention to detail

Organizational skills

Communication skills

Time management

Willingness to learn

Educación

Accounting/Finance/Business Administration degree

Herramientas

Microsoft Excel

Microsoft Word

Outlook

QuickBooks Online

Tax software

Descripción del empleo

About Us

King of Kings Business & Tax Advisory is a growing, forward-thinking tax and financial advisory firm specializing in proactive tax planning, accounting, and Fractional CFO services.

We work closely with law firm owners, entrepreneurs, real estate investors, and high-income earners to help them legally minimize tax liabilities, improve financial performance, and build long-term wealth.

We are not a traditional tax preparation firm. We take a proactive, year-round approach to tax strategy and financial advisory.

We are looking for a highly organized, detail-oriented, and self-motivated Tax Planning Assistant who is passionate about accounting, taxation, client service, and long-term professional growth.

This is an excellent opportunity for someone who wants to build a career in tax planning and advisory while working alongside experienced tax strategists.

Key Responsibilities

Tax Planning & Advisory Support

• Assist senior tax strategists with the preparation, organization, and implementation of tax planning strategies.
• Collect and review financial statements, prior-year tax returns, payroll reports, and supporting documentation.
• Assist with quarterly and annual tax planning reviews.
• Prepare tax planning worksheets, calculations, schedules, and supporting documentation.
• Track tax planning strategies, implementation deadlines, and outstanding action items.
• Assist with research related to federal and state tax regulations.
• Support year-end tax planning and client strategy implementation.

Tax Forms & Administrative Support

• Assist with preparing IRS forms, tax elections, business registrations, and other tax-related documentation under supervision.
• Review client information for accuracy and completeness.
• Maintain organized digital client files and documentation.
• Track IRS and state correspondence, notices, and filing deadlines.
• Coordinate with tax preparers, bookkeepers, and tax strategists to ensure timely completion of assignments.

Client Communication & Coordination

• Communicate professionally with clients by email, phone, and client portal.
• Follow up on missing documents, pending requests, and tax planning implementation items.
• Coordinate client meetings and prepare documentation for tax planning consultations.
• Provide exceptional client service while maintaining confidentiality.
• Keep clients informed of outstanding items and next steps.
• Ensure all client communications and follow-ups are documented in our practice management system.

Qualifications

• Associate's or bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred.
• Previous experience in accounting, tax preparation, bookkeeping, or financial services preferred.
• Basic understanding of business taxation, financial statements, and accounting principles.
• Strong proficiency in Microsoft Excel, Word, and Outlook.
• Experience with QuickBooks Online and tax software is a plus.
• Excellent written and verbal communication skills.
• Exceptional attention to detail and organizational skills.
• Ability to manage multiple client accounts, priorities, and deadlines.
• Willingness to learn new tax strategies, software, and processes.

Prior tax planning experience is preferred but not required for a candidate with strong accounting fundamentals, excellent administrative skills, and a demonstrated ability to learn.

Who We're Looking For

At King of Kings, our culture is built on teamwork, integrity, accountability, excellence, and continuous improvement.

Our ideal candidate is someone who:

• Takes ownership of responsibilities and follows through without constant supervision.
• Demonstrates complete honesty, transparency, and integrity.
• Communicates mistakes, challenges, and potential delays immediately. We believe in solutions, not surprises.
• Is highly structured, organized, and detail-oriented.
• Takes initiative and proactively identifies what needs to be done.
• Is coachable, receptive to feedback, and committed to professional development.
• Works collaboratively and contributes to a positive, high-performing team environment.
• Maintains exceptional professional standards when working with clients and colleagues.
• Is seeking a long-term career opportunity rather than a short-term position.

Schedule & Expectations

• Full-time, Monday through Friday during regular business operations.
• Weekend availability is required during peak tax season based on business needs.
• Ability to work in a deadline-driven, fast-paced professional environment.
• Commitment to confidentiality, accuracy, and exceptional client service.

Career Growth

We are committed to developing professionals who want to advance in accounting and taxation.

This position offers opportunities to expand your knowledge in tax planning, business taxation, financial analysis, and client advisory services, with potential advancement into more specialized tax planning and advisory roles based on performance and professional development.

King of Kings Business & Tax Advisory

Proactive Tax Planning | Accounting | Fractional CFO | Business Advisory

King of Kings Business & Tax Advisory is an equal opportunity employer.