us tax accountant (with personal and business tax experience) | Work from homeDOXA Talent

ROLE SUMMARY
The Accountant is 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: 9 AM - 6 PM Eastern Standard Time, follows Philippine Holidays
POSITION TYPE: Full Time
WORK ARRANGEMENT: Permanent Work from Home set-up
ESSENTIAL FUNCTIONS
Prepare the following Tax Returns:
Personal Tax Return
§ Prepare work papers using firm order of file
§ Use firm templates for auto, sch D, foreclosures, etc.
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 workpapers
§ 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 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
WHAT'S IN STORE FOR YOU?
Good compensation package
HMO upon hire with 1 free dependent
Life insurance upon hire with 1 free dependent
Yearly Anniversary Incentives
13th Month pay
Equipment is on us!