us tax accountant (with personal and business tax experience) | Work from homeDoxa7 Solutions Inc.

ROLE SUMMARY
Our client is looking for an Accountant who will be responsible for performing a variety of accounting-related functions for the client, such as processing tax returns, coordinating the collection of required documents and information, bookkeeping, research, reconciliation, and budgeting.
SCHEDULE: TBD Eastern Daylight Time, follows Philippine holidays
POSITION TYPE: Full Time
WORK ARRANGEMENT: Remote
ESSENTIAL FUNCTIONS
· Prepare the following tax returns:
o Personal Tax Return
§ Prepare work papers using firm order of file
§ Use firm templates for auto, sch D, foreclosures, etc.
o Business Tax Returns
§ Prepare work papers using firm order of file
§ Use firm templates for auto, M-1 reconciliation, etc.
§ Review client books and make adjustments for year-end
§ Recognize and make journal entries for M-1 Adjustments
§ Prepare depreciation schedule
§ Prepare uniform capitalization work papers
§ Prepare construction client work papers like completed contract/percentage of completion
§ Use engagement for tax trial balance
· Contact client for information or documents required to complete returns
· Conduct independent research of all necessary laws prior to submitting a return to the reviewer
· Prepare tax return within budget and be able to access if additional time is warranted
· Provide reviewer with a complete and accurate return to avoid open items
· Prepare the following tax projections and planning tasks for clients:
o Determine tax liability
o Salary requirements
o Payroll Liabilities
o Determine estimated payments
· Handle correspondences with IRS and state agencies and teleconferences and perform the following tasks:
o Prepare payment plan paperwork
o Prepare Powers of Attorney
o Prepare S Election
o Prepare SS-4
o Prepare State registrations
· Perform external bookkeeping and perform the following relevant tasks:
o Adjust balance sheet after-tax returns completed
o Handle year-end adjustments
o Provide internal and external QuickBooks support for our clients
o Collect tax return information for tax preparer
· Review all monthly and quarterly bookkeeping and perform the following relevant tasks:
o Update bookkeeping and payroll lists to show that clients' work is completed in a timely manner
o Prepare W-2s W-3s 1099 1096 at year-end firm procedures
· Adhere to all firms' policies and procedures
· Work within budgets or be able to access project and additional hours required
· Enter time in practice daily at a minimum or as the project completed
· Meet with the tax manager to review the progress of priorities, budget, and weekly work plan
QUALIFICATIONS
· Bachelor's degree in accounting or finance-related field
· Proficient in tax and accounting software/tools such as: Microsoft Word, Excel, QuickBooks, CCH Access/ProFX Tax, Intelliconnect Tax Research, Intelliforms, Tax Tools, CFS Payroll, Practice Management Time Entry, Accounting Research, PFX Tax Planning, Proseries Tax Planner, CCH Engagement External Bookkeeper
· Licensed as a certified public accountant is a plus
· Excellent grasp of all Microsoft 365 applications
· Excellent verbal and written communication skills
· Aptitude in data management, analytics, and reporting preparation
· Ability to function in an autonomous environment-independent worker, self-directed
Summary of role requirements:
Looking for candidates available to work on weekdays
2-3 years of relevant work experience required for this role
Working rights required for this role