Tax Specialist

Who we are

Many clients have been coming in since the firm opened in 1965. Two partners, three staff accountants and a front desk admin keep the place running.

About the role

This is a newly created position. KM Bookkeeping serves business owners and high-net-worth individuals. Busy season runs January through April 15, with a second push in September and October. Good fit for someone with two or three tax seasons behind them who wants to work toward reviewing returns. Remote position. Most of the team is in New York City, but nobody is required to come in. We do not have many meetings. Most updates happen in writing. A quiet workspace and good internet are required.

Your responsibilities

• Assist with year-end tax planning projections.
• Prepare Forms 1040, 1065, 1120-S and related state returns.
• Respond to IRS and state notices on behalf of clients.
• File extensions and track deadlines in the practice management system.
• Communicate with clients by phone and email on routine questions.

Skills and experience

• 3-5 years of tax preparation experience in public accounting or corporate tax.
• Progress toward a CPA or EA license, or plans to sit.
• Solid Excel skills.
• Organized with dozens of returns in progress at once.

Preferred qualifications

• Trust and estate returns (Form 1041)
• Multi-state return experience.

Compensation and benefits

Compensation: $93,000 - $104,000/year

• Paid sick leave.
• Health, dental and vision coverage starting on day one.
• Employee assistance program.
• Professional development budget.
• Life insurance.

Please include a short note on why this role interests you.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at KM Bookkeeping Inc..