THE SHORT;
Can you prepare individual & business taxes? At least three years of experience?
Do you have a strong attention to detail (because I do not)?
Can you use technology (not smartphones, actual windows computers with Microsoft office & various other systems)?
Are you a decent person that can get along with other people and clients?
Not a fully remote role (yet), mostly hybrid during off season, less so during busy season, flexible as long as work is done.
Our website: www.SnapAdvisory.com
JOB DESCRIPTION:
Our firm is growing steadily and transitioning to a modern firm (remote, no ridiculous busy season hours, no paper; not there yet but actively working on it). We're looking for an experienced Tax Preparer to grow with that will also handle bookkeeping for monthly and annual business clients. We can train in bookkeeping but Tax experience is a must. We currently have many clients that like to come to the office (does not affect this role much), especially around the tax season but we are actively making a move to being fully remote. It may take two years or so to be fully remote.
What this job is NOT:
Overtime and overworked
Extreme tax season crunch
Putting up with jerks or ungrateful clients
Punching the clock
Sink or swim without training
Working by yourself
Old school practice with no systems or technology
What this job IS:
Serving a mix of individual & small business clients, ideally year-round
Small supportive & flexible team
Production incentives to help align employees and firm goals
Work-life balance, (trying during tax season, not perfected yet)
Using efficient processes, systems and software
Continuous learning and improvement
Building client relationships
Snap Advisory recently merged with an established practice in San Jose and worked through a transitioning tax season. Far from perfect but we’re improving all aspects of the business every week.
RESPONSIBILITIES:
Preparing Individual & Business Tax Returns
Prepare or update tax estimates as needed
Onboard individual and business clients
Keep up to date on tax education (firm provided)
Help clean up messy client books (with support) to prep for tax return
Work with Accounting Managers to look for tax planning and advice
Work on monthly bookkeeping, running reports in monthly production
Assis with Monthly payroll (using third party processor)
Follow company procedures & systems
Assist with other filings; sales tax, 1099s, business property returns
QUALIFICATIONS:
3+ years Experience with individual & business tax returns
Bonus: experience with Prosystems FX
Bonus: working with BNA Income Tax Planner
Exceptional analytical and problem-solving skills
Excellent communication and interpersonal skills
Strong attention to detail
Enjoys numbers and is technologically savvy with computers
Experience with QuickBooks Online (or other accounting systems)
Have or willing to get CTEC (paid by firm), not needed if CPA or EA
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year