Senior Tax Preparer, Advisor

Job not on LinkedIn

🕒 April 3

Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of ASK BOSCO® - Marketing AI

ASK BOSCO® - Marketing AI

11 - 50 employees

Founded 2019

🤖 Artificial Intelligence

🛍️ eCommerce

Artificial Intelligence • eCommerce • Marketing

ASK BOSCO® is an advanced AI marketing platform that specializes in optimizing data reporting, budget planning, and competitor benchmarking for businesses and marketing agencies. With its powerful tools, ASK BOSCO® seamlessly integrates various data sources, enabling users to forecast media spends with remarkable accuracy and manage online performance through automated reporting. The platform aims to enhance decision-making and improve return on advertising spend, allowing agencies and brands to gain valuable insights for better marketing strategies.

📋 Description

• Prepare accurate and timely tax returns for corporations, partnerships, LLCs, and individuals • Design customized tax plans to optimize tax efficiency and align with the financial goals of clients • Conduct comprehensive tax reviews and present findings and recommendations to clients • Stay updated on federal, state, and local tax laws to ensure compliance and identify new opportunities for clients • Collaborate with our advisory team to integrate tax strategies into overall financial planning, including Profit First and Value Builder methodologies • Assist with resolving client tax issues, including audits, notices, and other tax-related matters • Build and maintain strong, trust-based relationships with clients through exceptional service and consistent communication • Mentor and oversee junior tax team members to ensure high-quality work and professional growth.

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, or related field • CPA designation (preferred) or Enrolled Agent certification • Minimum of 5 years of experience in tax preparation and advisory roles, with exposure to small and mid-sized businesses • Strong understanding of tax laws, including corporate, partnership, and individual taxation • Familiarity with Profit First by Mike Michalowicz, Built to Sell by John Warrilow, and Traction by Gino Wickman is a strong asset • Proficient in tax preparation software and accounting tools (e.g., ProConnect, QuickBooks, Karbon) • Exceptional communication skills, with a client-first mindset and the ability to explain complex tax concepts simply • Demonstrated problem-solving skills and a commitment to delivering excellent service • Experience with tax planning, IRS resolution, and managing multiple clients simultaneously.

🏖️ Benefits

• Bonus structure • Equity and profit-sharing options • A supportive and collaborative team environment where innovation is encouraged

Apply Now