This is a part-time opportunity to provide tax planning, prepare and review tax returns for tax clients: S-Corporations, C-Corporations, Partnerships, Single Member LLCs, Nonprofits, and personal income taxes. The preparer will review their own work since this person will be the only tax preparer working for. The Tax Preparer/Manager will directly communicate with clients and the organizations outsourced accounting team.
On-Boarding New Tax Clients:
– Perform Initial Tax Analysis of potential client prior 3 years’ income tax returns and present findings/recommendations to the client
– Prepare a Scope of Work, Project Plan, and Cost Proposal for the potential client
– If the client engages, oversee onboarding of new client:
o Coordinate Tax Planning with the client and outsourced accounting team
o Coordinate changes to accounting methods with outsourced accounting team based on prior year tax return review
Perform Semi-Annual and Annual Tax Planning Sessions with Clients:
– The position will schedule and perform semi-annual or at least annual tax planning with every tax client depending on the scope of work
– Will review the interim financials prepared by the Outsourced Accounting team and provide tax saving strategies to the client based on interim financials
Quarterly/Semi-Annual/Annual Client Satisfaction Calls:
– CS will schedule periodic calls with a client to measure their level of satisfaction with our services. CS’s will ask the client if they are experiencing any pain points, related or unrelated to staff and any new objectives or goals that can assist in carrying out. CS will create a Customer Success Plan with the client and revisit the plan document during each call to review progress since the last call.
– CS will also identify client needs and present solutions where organization can increase their scope of work to assist the client in accomplishing their goals/needs.
Provide answers to Client and Outsourced Accounting Team on Tax Questions affecting their business:
– Throughout the year, this position will be available to provide guidance and/or answer high level accounting questions that may have tax implications at year end
Prepare Annual Federal and State Income Tax Returns as well as State Non-Income Tax Returns such as Franchise Tax or Business/Personal Property Tax Returns:
– This position will file income tax return extensions for every tax client prior to due dates
– Communicate effectively with all tax clients on the status of their extensions and tax returns
– Review the Outsourced Accounting teams’ Year End client financial tax package of all supporting documentation needed for tax preparation
– If necessary, review the YE client financial tax package with the clients
– Prepare Federal and State Income tax returns: S-Corporations, C-Corporations, Partnerships, Single Member LLCs, Nonprofits, and personal income taxes
– Prepare State Non-Income Tax Returns such as Franchise Tax or Business/Personal Property Tax Returns.
– If necessary, review the prepared tax returns with the client to answer their questions prior to filing
– E-file all required client tax returns
– Throughout the year, this position will coordinate with The organizations partner to update and improve the tax planning and prep client processes
– Develop a tax savings strategies tool belt that can be used for future tax planning clients
– Advise on improvements the Outsourced Accounting team can make to improve tax planning and prep.
Job Types: Part-time, Full-time
Pay: $73,629.93 – $159,188.98 per year
Schedule:
Experience:
License/Certification:
Work Location: Remote
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