Trainee Tax Advisor

Company overview

Our clients are mostly sole proprietors, rental property owners and small family businesses. We started in 1979 and have grown to about 23 people. Fridays in summer end at noon.

Role overview

This is a new role. The team has doubled in size over the past year. Fairview Bookkeeping serves business owners and high-net-worth individuals. Busy season runs January through April 15, with a second push in September and October. We engage team members in Sri Lanka as full-time contractors. Most of our contractors have been with us for more than two years. Core hours overlap with US Central time, 9:00 AM to 1:00 PM CT.

Your responsibilities

Reconcile book-to-tax differences and prepare workpapers. Review K-1s and track basis for partners and shareholders. Maintain organised workpapers in CCH Engagement or a similar system. Handle sales and use tax and payroll tax filings for business clients. Gather client documents and follow up on missing items. Calculate quarterly estimated tax payments. Train and review the work of seasonal and junior staff.

Requirements

1+ years of tax preparation experience in public accounting or corporate tax. Bachelor's degree in accounting. Experience with CCH Axcess, UltraTax, Lacerte or GoSystem. Clear written communication for client emails and memos. Working knowledge of individual and pass-through entity taxation.

Bonus points

ASC 740 tax provision experience. Checkpoint or another tax research tool.

Compensation and benefits

Paid in USD. Monthly payments via wire transfer or Wise. Monthly internet allowance. Paid time off.

This posting may close early if we receive enough applications.

We look at every application, usually within a week.

Duration: 12 months. Start: Immediately.

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