Tax Accountant - Tax Admin (US CPA Firm, WFH)

To qualify for the Tax Accountant - Tax Admin role at ConnectOS, candidates should have a strong understanding of US tax preparation, with preferably 3-5 years of bookkeeping experience or Client Accounting Service (CAS). Proficiency in QuickBooks and knowledge of US tax laws and regulations are essential. A CPA license is advantageous but not mandatory.

As a Tax Accountant - Tax Admin at ConnectOS, your responsibilities include collecting and preparing tax return data from clients, processing paperwork related to the accounting cycle, and managing various bookkeeping projects. You will also analyze financial documents to ensure compliance with tax regulations while supporting the team in miscellaneous tax administration tasks.

The Tax Accountant - Tax Admin at ConnectOS works Tuesday to Saturday from 4:00 AM to 1:00 PM. This schedule allows you to enjoy a productive work environment while still having ample time for personal activities during the weekends.

As a Tax Accountant - Tax Admin at ConnectOS, you will enjoy numerous benefits including work-from-home flexibility, comprehensive medical and dental coverage from day one, paid vacation and sick leave, and an annual appraisal. Additionally, the company promotes work-life balance and offers career growth opportunities.

ConnectOS is committed to fostering career growth for its Tax Accountant - Tax Admin staff. With regular company events, financial assistance programs, and guidance for professional development, you'll have the resources and support to advance your career in tax accounting.

When answering this question, highlight your specific experiences related to tax preparation, including any relevant software you’ve used, the types of returns you've prepared, and your familiarity with specific tax laws. Use examples from your past work to showcase your expertise.

In your response, emphasize that reconciling accounts ensures the accuracy of financial statements, minimizes errors, and aids in identifying discrepancies, crucial for compliance and informed decision-making. Provide an example of how you have reconciled accounts in your previous roles.

Discuss your proactive approach to staying informed about changes in tax laws, such as subscribing to relevant newsletters, attending workshops, or participating in professional groups. Highlight the importance of continuous learning in your profession.

When faced with this question, narrate a specific example that demonstrates your problem-solving skills and ability to work under pressure. Focus on the steps you took and the successful outcome that followed.

Mention the specific software you have experience with, especially QuickBooks or Lacerte, and explain how you've utilized these tools in managing accounting tasks. Briefly mention any additional tools you are familiar with that could benefit the team.

Highlight your approach to time management and prioritization, especially during the busy tax season. Discuss how you assess urgency, plan your workday, and ensure all deadlines are met while maintaining high-quality standards.

Explain your processes for data verification, emphasizing attention to detail, logical analysis, and thorough documentation checks. Provide an example from your past tasks to illustrate your methodology.

Describe your customer service approach, emphasizing clear communication, empathy, and patience. Explain how you strive to make clients feel valued and understood while addressing their questions or concerns promptly.

Articulate the critical nature of accuracy in tax accounting, as errors can lead to significant legal and financial repercussions. Provide examples of how you ensure precision in your work, such as detailed reviews or checklists.

This is your opportunity to express your enthusiasm for the role and the company. Talk about ConnectOS’s reputation, your alignment with its values, and how the position fits your career goals. Tailor your response to reflect your genuine interest in being part of their innovative team.