Tax Analyst

Cleverprofits Llc.; Cape Town; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An innovative financial services firm is seeking a dedicated Tax Analyst to join their team. In this exciting role, you will collaborate with US tax specialists to deliver detailed and timely results for clients. Your responsibilities will include preparing federal and state income tax returns, analyzing tax structures, and identifying savings opportunities. The ideal candidate will possess a TAX HONOURS degree, strong communication skills, and a proactive approach to problem-solving. Join a company that values individuality and offers the chance to make a significant impact in the world of online business taxation.

Qualifications

• Must hold a TAX HONOURS degree and have strong communication skills.
• Proactive and accountable individual with problem-solving abilities.

Responsibilities

• Gather client information for tax preparation using various tools.
• Prepare US federal and state income tax returns for online businesses.
• Analyze clients' tax structures to identify savings opportunities.

Skills

Communication Skills

Problem-Solving

Grit and Resilience

Accountability

Education

TAX HONOURS degree

Tools

Quickbooks Online

Gusto payroll system

Google Docs

ProConnect Tax Online

Google Sheets

Job description

Company Description

CleverProfits is a financial services firm that simplifies entrepreneurship. We help online businesses in the US build highly profitable and sustainable businesses. We offer growth-focused services to a variety of clients in different industries, including digital and social media marketing agencies, coaches and course creators, consultants, affiliate and network marketers, influencers and streamers, SaaS and E-commerce businesses. CleverProfits uses the latest cloud platforms to serve businesses remotely from anywhere in the world.

We are Looking for:

Someone to attend the physical office at least 3 days per week. Must hold a TAX HONOURS degree. An individual who communicates productively with other team members. Grit: someone who possesses the unwavering perseverance and resilience in the face of challenges, setbacks, and obstacles. Someone who has a DIY mentality, proactively tackling challenges and tasks through self-initiated efforts and resourcefulness. A candidate who is accountable for their performance by demonstrating commitment to achieving goals and delivering results with excellence as an individual, team, and company. Lastly, we encourage someone who has a touch of quirkiness, showcasing individuality and expressing unique traits, ideas, or behaviors.

About the Job:

We are looking for a South African based employee to work alongside US tax specialists to deliver amazingly clever, detailed, and timely results to our clients.

As our Tax Analyst, you will work with us on a full-time basis, and your main responsibilities will include the following tasks:

1. Gather client and business information for personal and business income tax preparation using Quickbooks Online, Gusto payroll system, & Google Docs.
2. Prepare US federal and state income tax returns (Forms 1040, 1120S, and 1065) in ProConnect Tax Online for online business owners and supporting workpapers in Google Sheets.
3. Calculate quarterly estimated income taxes and tax plans for online business owners using Pro-Connect Online and our custom in-house spreadsheets.
4. Analyze our clients' businesses and tax structure to identify tax savings opportunities.
5. Prepare various tax deliverables such as elections, letters to tax authorities, letters to stakeholders, etc.
6. Work directly with our Tax Director to improve internal workflows and document service delivery process.