Senior Tax Preparer

Iqtalent; South Africa; Remote; USD 30,000 - 70,000; Full time

Job summary

Join a vibrant and progressive CPA firm that has been a leader in tax strategy for over 19 years! This role is perfect for detail-oriented individuals who thrive in fast-paced environments and are eager to learn. You will be responsible for preparing tax returns, managing client communications, and ensuring compliance with tax regulations. The firm values a collaborative culture and offers perks like permanent work-from-home options, paid training, and a strong emphasis on work-life balance. If you are passionate about tax and want to be part of a supportive team, this opportunity is for you!

Benefits

Permanent Work from home

Paid training

Equal Staff Opportunity

Collaborative environment

Work-life balance

Consistent work hours

Qualifications

• Proven work experience as a tax preparer in the US Tax industry.
• Solid tax information-analytical skills and good communication abilities.
• Ability to work 50+ hours during tax season.

Responsibilities

• Prepare personal and business tax returns and manage client communication.
• Ensure timely completion of projects and maintain data privacy.
• Manage data-driven areas of the Tax team and report project status.

Skills

Tax procedures and regulations

Analytical skills

Organizational skills

Communication skills

Time-management

Teamwork skills

Numerical error identification

Education

Associate’s degree in tax

Degree in accounting

Degree in business administration

Tools

QuickBooks

Xero

FreshBooks

Zoho Books

Google Sheets

MS Word

MS Excel

Gmail

Slack

Job description

Job Description

About the company:

Solid, growing, and lively/fun USA CPA firm. We have been in the business for over 19 years, and are ranked Top 1% of Tax Strategists in the USA. We are a progressive, 100% digital CPA Firm, so cloud computing and basic tech skills are required!

About you:

You have a good eye for detail, are flexible, and highly motivated. You are the right fit if you have a proven ability to adapt and manage effectively in a fast-paced, challenging environment and manage multiple, oftentimes competing priorities. A person who invests deeply in their work is curious, and eager to learn with exceptional communication skills, both written and verbal, and active listening abilities will succeed with us.

About The Role

Key responsibilities:

• Personal tax returns, business tax returns, extension estimates, projection of tax, tax planning, tax research, tax review.
• Any other task, calculations, or report preparation, assigned to you by anyone in the company.
• Client communication.
• Reporting project status to your manager, operations, and owner of the company.
• Completion of projects on time (follow timeline) and follow the urgency level.
• Share the status of the projects regularly or when it is asked by the manager, owner, or anyone in the company.
• Maintain data privacy between the firm and clients.
• Management of the data-driven areas of the Tax team (reporting to team/managers, payroll reporting, project over/under budget conversations with team leaders, billable %’s of staff, etc.)

Requirements:

To be successful in this role you will have a decent understanding of Tax procedures and regulations preferably with State Income Taxes (Nexus) and Transfer Pricing along with the below.

• Proven work experience as a tax preparer in the US Tax industry.
• Solid tax information-analytical skills.
• Associate’s degree in tax (preferred US tax), accounting, business, administration, or similar.
• Ability to stay organized and focused in a busy, demanding, and constantly moving and challenging environment.
• Can work a minimum of 50+ hours during the tax season and 40+ hours on other days is a must.
• Ability to identify numerical errors and reporting requirements.
• Good organizational, time-management, and deadline-meeting abilities.
• Good communication & teamwork skills.

Tools/Systems/Applications:

• QuickBooks, Xero, FreshBooks, Zoho Books
• Google Sheets, MS Word, MS Excel
• Gmail, Slack

System requirements :

• Internet Speed: At least 10mbps.
• CPU: Core i5 (8th generation minimum) or i7 (8th generation minimum).
• RAM: Minimum of 16GB.
• Storage: Minimum 256GB SSD or 500GB HDD.
• Operating System: Genuine Windows (Preferably Pro).
• Audio: A good quality headset preferably equipped with noise cancellation.
• Video: A laptop/PC with a webcam or a good-quality webcam.

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 must acquire a Windows operating machine once you are accepted to perform the job with us.

A few perks to consider once hired include:

• Permanent Work from home.
• We offer consistent and reliable work hours, and therefore compensation, sought after by most freelancers and independent contractors.
• Paid training. Training isn’t just necessary to our company, it is vital. We ensure that our staff develops skill sets that allow them to perform a broader range of work.
• Equal Staff Opportunity. No company politics.
• Our company embodies a culture of appreciation. We don’t take for granted our teams’ fantastic work.
• Collaborative environment: Our team integrates 13 divisions of expertise.
• Work-life balance. We conduct games, movie nights, fun activities & events to bring the team closer together.
• We strive to streamline our systems & processes.

Working Hours:

• Our USA business hours include MANDATORY overlap (8:00 am to 12:00 noon Arizona time).
• Billable teams (Bookkeepers, Tax preparers, Customer care, and admins ) expect to work at least 50 hours per week during tax season, and weekends could be required.
• We need someone available for on-call emergencies (outside of normal working hours. Only when needed).