Job Description
SR. TAX ACCOUNTANT
OVERVIEW
WHY WORK AT KB TAX DEVISER CPAS?
At our firm, you aren’t just a number, you will directly impact the companies growth and success! You will have the ability to learn and understand multiple areas of the firm, and also have the ability to grow your own team.
POSITION DESCRIPTION:
The Senior Tax Accountant will be responsible for identifying and implementing tax planning for high net worth individuals. You will be in charge of managing tax compliance workflows & supervising contractors. This role will also be responsible for the compliance function on clients including the preparation/review of individual, partnership, pass-through entities, and corporate tax returns.
The ideal candidate will have experience leading and managing multiple tax engagements and have the ability to help his/her team with complex issues. True success comes from a successful team. Experience working with a team in a modern office is required. Must be tech-savvy and willing to invest time and energy into building the best team, creating the best talent, developing the best tax processes, and providing the best service to our clients.
SOME KEY THINGS OUR TEAM UNDERSTANDS:
One of our core values is radical transparency. We will say exactly what we are thinking and expect you to do the same. We expect you to take it in as constructive feedback, not personal.
No such thing as “it’s not my job”.
Need to be bought into our mission to push through the difficult parts of the position.
You need to be able to jump in and get your hands dirty. And be willing to analyze at the detailed and high level to determine what is the big domino that if we fix it, it will knock down a majority of the issue.
You need to love helping people, thinking outside the box, going the extra mile.
YOU NEED TO HAVE
Have a passion for working with small businesses. You are committed to finding the best solutions to the problems to keep costs low and quality high; so that our clients can keep their focus on what really matters - THEIR MISSION.
Passion for developing people and creating a culture of respect and hard work. You refuse to accept someone not pulling their weight on the team or failing to deliver their best to our clients.
Enjoy working with clients. You refuse to be bitter with clients and their requests because you recognize they have problems and they hire US to find the solutions.
You are okay with requesting and discussing financial information with clients.
You don't have to know everything you are going to be assigned. You do have to be committed to researching, being resourceful, asking questions, and anything else to FIND THE ANSWER.
You need to value generosity and be willing to put in whatever it takes to get the job done.
We are HYPER dedicated to serving our clients and provide as much value as we can, and if you’re ready to change the lives of small business owners, THIS is the role for you.
This is a 100% remote position so you will have a high level of autonomy to crush your goals. We have very clear expectations so you will know where you stand at all times.
HOW YOU’LL CONTRIBUTE
Be able to Review and Prepare business and personal tax returns for small business clients from initial meeting through delivery and filing of returns
Preparation and/or review of financial statements
Communicate with clients
Organize and update the tax database
Record tax entries into accounting software
Understand and apply tax reduction strategies
RESPONSIBILITIES:
● Be able to Prepare and Review business and personal tax returns for small business clients from initial meeting through delivery and filing of returns
● Support the on-boarding of new clients to ensure adequate support to the primary bookkeeper.
● Onboard new employees and ensure their successful transition to the company.
● Manage contractors
● Communicate with clients
● Organize and update the tax database
● Record tax entries into accounting software
● Understand and apply tax reduction strategies
● Preparation and/or review of financial statements
● Payroll Support
● Support other areas of the company such as Sales, HR, and Admin as needed to continue to develop infrastructures of the company.
WHAT YOU’LL BRING:
● 3 years of Tax Preparation Experience is a Must
● Proven work experience as a Tax Senior/Tax Associate
● Basic knowledge of the tax code for individuals and small business
● Preferred a licensed tax preparer, EA, or CPA
● Knowledge of accounting and bookkeeping procedures
● QuickBooks accounting software experience
● Computer literacy, numerical skills and attention to detail
● Commitment to refining processes and using technology (hardware, software, etc.) to streamline, automate, and gain efficiencies within the firm and for the client.
● Able to adapt to changes quickly
● Good over the Phone/Zoom
● Open to growing rapidly
● This opportunity is 100% remote/ virtual, required to have access to the private home office setup.
Confidence can sometimes hold us back from applying for a job. But we'll let you in on a secret: there's no such thing as a 'perfect' candidate. KB Tax Deviser CPAs is a place where everyone can grow. So however you identify and whatever background you bring with you, please apply if this is a role that would make you excited to come into work every day.
Accounting Skills, PUBLIC ACCOUNTING, and TAX PREPARATION experience is a MUST. Must have excellent people skills, organizational skills, and the ability to multi-task. This is a great opportunity to work in an exciting professional environment close to home (100% Virtual).
WHAT YOU’LL LOVE ABOUT US:
Remote Position, Paid Holidays, Paid Time Off, Retirement Benefits, Company Provided Laptop, Accountable Reimbursement Plan, Performance Bonus & Awesome Co-Workers!
WHO WE ARE:
KB Tax Deviser CPAs was founded in an effort to offer tax and thought leadership skills to small business owners. KB Tax Deviser CPAs began after realizing the need for proactive tax planning to stop our clients from overpaying in taxes and actually begin to grow their wealth. We started locally in Emmaus, PA, and have now expanded nationwide. We continue to be a rapidly growing firm in the future and looking to add the best talent to our team. We work with various industries across the United States with the goal of our clients becoming financially successful with us. We want team members that are just as passionate about helping this population of small business owners as we are.
We believe in hard work, innovating for the customer, and getting results! But we also believe in flexibility, freedom, transparency, direct feedback (up and down), and the option to work remotely. The most important thing for any new team member is understanding the TRANSFORMATION we provide for our clients and the DIFFERENCE we’re building for them, their team members, family, and clients. By helping them, we help ourselves and the MORE we help our clients, the better team, culture, and company we can build!
If you think you would be a good fit, please apply!
Company Description
KB Tax Deviser CPAs was founded in an effort to offer tax and thought leadership skills to small business owners. KB Tax Deviser CPAs began after realizing the need for proactive tax planning to stop our clients from overpaying in taxes and actually begin to grow their wealth. We started locally in Emmaus, PA and have now expanded nationwide. We continue to be a rapidly growing firm in the future and looking to add the best talent to our team. We work with various industries across the United States with the goal of our clients becoming financially successful with us. We want team members that are just as passionate about helping this population of small business owners as we are. We believe in hard work, innovating for the customer, and getting results! But we also believe in flexibility, freedom, transparency, direct feedback (up and down), and the option to work remotely. The most important thing for any new team member is understanding the TRANSFORMATION we provide for our clients and the DIFFERENCE we’re building for them, their team members, family, and clients. By helping them, we help ourselves and the MORE we help our clients, the better team, culture, and company we can build! If you think you would be a good fit, please apply!