Job Description
Job Title: US Tax Specialist - Tax Accountant
Qualified Tax Filer (Enrolled Agent with Sales Tax Filing Expertise)
Position Overview
We are seeking a dedicated and experienced Tax Filer who is an Enrolled Agent (EA) with expertise in QuickBooks Online Accountant (QBO), bookkeeping, ProConnect Tax, and U.S. sales tax filings. The ideal candidate has at least 2 years of experience in each of these areas and aligns with our core values of being Happy, Hungry, Helpful, and Humble. This role focuses on accurate tax preparation and compliance, including federal, state, local, and sales tax filings, without requiring tax advisory services.
Responsibilities
• Tax Preparation & Filing: Accurately prepare and file federal, state, and local tax returns for individuals and businesses using ProConnect Tax, ensuring compliance with applicable laws.
• Sales Tax Filings: Manage and file U.S. sales tax returns across various jurisdictions, ensuring timely and accurate submissions.
• QuickBooks Online Management: Maintain clients’ financial records in QBO Accountant, including reconciliations, transaction categorization, and troubleshooting discrepancies.
• Bookkeeping: Perform routine bookkeeping tasks such as accounts payable/receivable management, reconciliations, and preparation of financial reports.
• Client Interaction: Respond to client inquiries related to tax filings and bookkeeping with professionalism and clarity.
• Compliance & Research: Stay informed about changes in tax laws and sales tax regulations, applying this knowledge to ensure accurate filings.
Qualifications
• Enrolled Agent (EA) credential, in active standing.
• At least 2 years of experience in:
• QuickBooks Online Accountant (QBO).
• Bookkeeping, including reconciliations and financial reporting.
• ProConnect Tax for preparation and filing.
• U.S. sales tax filings, covering multiple jurisdictions.
• Strong understanding of federal, state, local, and sales tax laws and filing requirements.
• Excellent attention to detail and organizational skills, with the ability to manage multiple deadlines.
• Strong communication skills, both written and verbal.
• High proficiency with tax and bookkeeping software.
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