Job Description
“TAX PREPARER- REMOTE” JOB SUMMARY
FIRM: SELWYN & ASSOCIATES, SANTA MONICA, CA
HIRING MANAGER & OWNER: TIFFANY JOHNSON
THIS POSITION IS 100% REMOTE
THIS POSITION IS FOR IMMEDIATE HIRE
RESUMES CAN BE SUBMITTED TO NADIA MUNDY-WALKER AT NADIA@CPASELWYN.COM
SUMMARY: A VIRTUAL-GREEN CPA FIRM IN SANTA MONICA, CA LOOKING TO WELCOME A TAX PREPARER ON OUR TEAM AS WE STRIVE TO GROW OUR BUSINESS. WE ARE A BOUTIQUE FIRM IN GROWTH MODE. THIS POSITION IS 100% REMOTE AND THE CANDIDATE WILL NEED TO HAVE A QUIET, PRIVATE AREA TO WORK IN HER/HIS HOME. THIS IS A GREAT OPPORTUNITY FOR CAREER DEVELOPMENT AND ADVANCEMENT IN A GROWING FIRM.
JOB RESPONSIBILITIES
PREPARATION OF CORPORATE, PARTNERSHIP, LLC, TRUST, AND INDIVIDUAL TAX RETURNS
USE ULTRATAX TO PREPARE/FILE TAX RETURNS, TO HELP VERIFY THE ACCURACY OF TAX RETURNS, AND COLLABORATE WITH TEAM MEMBERS AND CLIENTS AS NECESSARY TO ENSURE COMPLETENESS OF TAX RETURNS
PREPARING TAX PLANS FOR CLIENTS USING PLANNER CS AND EXCEL
FAMILIARITY WITH ACCOUNTING AND BOOKKEEPING PROCEDURES
ULTRATAX, TAXDOME AND POSSIBLE QUICKBOOKS/QB ONLINE EXPERIENCE A MAJOR PLUS
CHECK RELEVANT TAX LAW USING THE FIRM’S ONLINE RESEARCH TOOLS TO ENSURE PROPER COMPLIANCE
ABILITY TO WORK INDEPENDENTLY AND WORK ON A TAX RETURN FROM START TO FINISH (FROM DATA ENTRY TO REVIEW CHECKLIST)
STRONG ATTENTION TO DETAIL – MUST BE ABLE TO ANALYZE WHAT WILL BE NEEDED FOR A TAX RETURN AND GET FAMILIAR WITH COMPANY PROCESSES IN OBTAINING INFORMATION NEEDED FOR TAX RETURNS
EXCELLENT COMMUNICATION SKILLS – EASE OF COMMUNICATION WITH TEAM MEMBERS WITHIN THE FIRM, AS WELL AS CLIENTS VIA EMAILS AND/OR CALLS. ABILITY TO ASSESS WORKLOAD CAPACITY THRESHOLD AND CLEARLY COMMUNICATE ANY NEEDS FOR SUPPORT, CLARIFICATION AND GUIDANCE
GREAT ORGANIZATIONAL SKILLS – INCLUDING ABILITY TO MULTI-TASK AND HANDLE MULTIPLE TAX RETURNS THROUGHOUT THE SEASON WITHIN A GROWING FIRM, TIME MANAGEMENT AND STRATEGIC, CREATIVE THINKING
EXCELLENT CUSTOMER SERVICE SKILLS – INCLUDING, BUT NOT LIMITED TO FLEXIBILITY, PATIENCE AND THE ABILITY TO BE ON CAMERA VIA ZOOM FOR CLIENT MEETINGS AND STAFF MEETINGS, WHERE WE ENCOURAGE A POSITIVE AND COLLABORATIVE TEAM DYNAMIC
ABILITY TO MEET DEADLINES UNDER PRESSURE
TAX PREPARATION CERTIFICATION, ENROLLED AGENT OR CPA LICENSE REQUIRED
USE CLOUD-BASED SOFTWARE TO COMMUNICATE WITH TEAM MEMBERS AND TRACK THE PROGRESS OF OPEN JOBS (OUTLOOK/365, SLACK, ZOOM, TAXDOME, TRELLO, GOOGLE DRIVE FOR INTERNAL DOCUMENT ORGANIZATION)
PAY & BENEFITS
PAID TRAINING (TO BE DISCUSSED DURING INTERVIEW PROCESS)
$50,000-$72,000 (DEPENDING ON EXPERIENCE)
90-DAY TRIAL PERIOD
AVAILABILITY ON SATURDAYS DURING TAX SEASON WILL BE REQUIRED
DISCRETIONARY BONUSES
MEDICAL & DENTAL BENEFITS
401(K) MATCH
ONE BUSINESS PROFESSIONAL HEADSHOT INCLUDED
JOB SKILLS & QUALIFICATIONS
REQUIRED:
BACHELOR’S DEGREE OR HIGHER
2-5 YEARS OF EXPERIENCE WITH TAX SOFTWARE, ULTRATAX EXPERIENCE PREFERRED
TWO YEARS (MINIMUM) OF EXPERIENCE PREPARING 1040, 1120 AND 1065 TAX RETURNS
CTEC LICENSE, EA OR CPA REQUIRED
MUST ENSURE CONFIDENTIALITY
MUST SIGN AN NDA AND NON-COMPETE AGREEMENTS
RELIABLE INTERNET & PHONE
PREFERRED:
CPA OR EA OR WORKING TOWARDS
BACHELOR’S IN BUSINESS ADMINISTRATION, FINANCE, ACCOUNTING OR A RELATED FIELD
EXPERIENCE WITH ULTRATAX TAX SOFTWARE
EXPERIENCE WITH TAXDOME