Tax Professional

A remote firm that specializes in bookkeeping, tax preparation and planning, and advisory services for growth-minded entrepreneurs. Our goal is to empower entrepreneurs to move their businesses forward.

Our core values are:

• Always do the right thing
• Curious and love to learn
• Humor
• Empathetic and helpful
• No a**holes

You’ll love coming to work every day if you get, want, and have the capacity to:

• Communicate clearly and proactively with customers on tax matters
• Prepare and file business and individual tax returns. Most of our business tax returns are S Corps, with a handful of partnerships sprinkled in.
• Lead and support multiple key client tax projects, showcasing expertise and leadership
• Conduct tax planning for both small businesses and individuals
• Handle correspondence with tax authorities as needed and assist in developing tax department processes
• Calculate quarterly estimated taxes

What you need to succeed:

• Align with our core values
• You can deliver spectacular customer service, you have great communication skills and you are able to easily explain difficult concepts
• You must have a CPA or EA designation, or are in the process of obtaining either
• You have 3-5 years of tax experience
• Tech-savvy and proficient in ProConnect (preferred) tax software and QuickBooks Online
• Skilled problem solver with strong attention to detail
• Effective communicator through video platforms like Zoom and Loom

Our company runs on EOS purely. That means as a member of this team, you will have a leader who:

• Gives clear directions
• Makes sure you have the necessary tools to do your job efficiently and effectively
• Acts with the greater good in mind
• Delegates appropriately
• Takes time to truly understand your role and how you can help the company
• Makes their expectations clear
• Communicates well
• Has effective meetings
• Meets one-on-one with you quarterly or more, if needed
• Rewards and recognizes your performance

Why join us?:

• Quarterly bonuses totaling 10% of yearly salary, in addition to base pay
• Work from anywhere – we’re 100% remote. If you’re local to Bluffton, SC and want to work from an office that may be possible.
• Flexible work schedule
• Little to no travel. Travel will be for conferences or company retreats and is planned ahead of time.
• Unlimited PTO
• 401k with 6% company match
• 50% company paid health benefits - health, dental and vision
• 100% company paid short-term disability insurance
• Paid continuing education – we’re serious about upskilling everyone in our firm
• No time tracking. We don’t track time nor do we bill by the hour. Ever.
• Paid maternity and paternity leave.

What you can expect from the hiring process:

• Interview with the owner of the firm. Learn about the firm and make sure we’re a good fit! We’ll ask questions about you, your work experience, your bona fides, and may even throw in some technical questions. You’ll then have a chance to ask any questions you may have – so be sure to have some ready!
• Get to know the team with a 1:1 Interview with a team member of the firm.
• Provide 3 professional references (so we can check all the boxes).
• Onboarding and training will be provided to learn how and why we do what we do.

Job Type: Full-time

Pay: $75,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Continuing education credits
• Dental insurance
• Disability insurance
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid sick time
• Parental leave
• Professional development assistance
• Unlimited paid time off
• Vision insurance
• Work from home

Experience level:

• 3-5 years of progressive experience in tax preparation, planning and review

Schedule:

• Monday to Friday

Experience:

• remote work: 1 year (Preferred)

License/Certification:

• EA or CPA (Required)

Work Location: Remote