Join the Team

Available Positions

Experienced Tax Preparer

We are looking for an experienced tax preparer to join our team.

EA or CPA preferred but not required. Show me your skills or ability to learn new skills, and you’ll be considered.

Love doing taxes, but hate tax firm culture? Same here.

Want a job where the quality of your work > the quanity of hours you work? This is the place.

Real extate tax expereince is a big plus.

Job Description

  • Preparation of 1040, 1065, and 1120S tax returns

  • Completing quarterly projections for clients

  • Completing tax research related to unique client situations, content production, and tax returns

  • Engaging in tax planning and strategy calls with clients

  • Open to Full time or Part time. Salary DOE.

Candidate Requirements

  • Tax Experience

  • CPA candidate or EA

  • 1-2 years of tax experience minimum

  • Experience with Microsoft suite and Adobe

  • Experience with Drake Tax a plus

  • Ability to follow systems and maintain a quality standard

Client Liaison & Administrative Assistant

We are looking for an organized, people-person to ensure our clients have a great experience working with our firm.

This role is somewhat of a hybrid position between a firm administrator, and client relations manager. You will be the go-between for clients and the firm to ensure they understand the process, always have questions answered, and ensure their on boarding and filing process goes smoothly. You will also have a handful of administrative tasks as well.

This is a fully virtual position so good organization and self motivation is a must.

This is a part-time position, flexible hours. About 5-10 hours per week.

Job Description

  • Guiding clients through an initial zoom meeting explaining the systems, process, and helping to setup their client portal, document guide, ect.

  • Organizing client documents once uploaded and using a check list to see if we are missing anything. Requesting missing items from the client.

  • Data entry- Entering the client’s basic information in the tax software.

  • Providing clients with status updates as needed outside of our automated update system

  • Answering client emails/questions as possible- and forwarding on as needed when questions involve a tax or planning question

  • Providing clients with their completed returns, planning packets, and ensuring all final e filing documents are received.

  • Administrative taks may include: organizing research into folders based on labeled topic, updating website with upcoming class dates, scheduling email updates.

Candidate requirements

  • Great organizational skills

  • Excellent commutation and customer service attitude

  • Basic knowledge of tax or accounting a plus

  • Experience with Podio CRM and Adobe a plus

  • Compensation $30/hr

Apply Below

After completing the form below a Link will appear to upload your resume.

Any applications without corresponding resumes will not be reviewed.