Job Description & Responsibilities

• Preparing and reviewing Individual and Business entity returns
• Includes making any tax adjustment and / or closing entries in bookkeeping software
• Client Communication for missing info / follow up questions
• Assist with extensions and calculating extension payments
• Update asset additions and disposals in Fixed Assets CS and /or Tax Returns
• Prepare loan amortization schedules (TValue5)
• Financial Statement - Review and Troubleshooting
• Complete weekly check-ins with team lead
• Remote (work from home)

Qualifications:

• Minimum of 5 years' experience preparing and reviewing tax returns; must include specific experience with all types of individual, partnership, and corporate tax returns
• Ability to multitask and complete projects ahead of deadlines
• Excellent oral and written communication skills
• Self starter who is dedicated to following through on multiple projects and responsibilities
• Tech savvy; should be familiar with navigating numerous cloud-based software programs (e.g. G Suite, Slack, Zoom, Quickbooks Online.
• Ultratax Software experience a plus
• Bookkeeping & QuickBooks experience helpful but not required

Responsibilities:

• Work directly with the tax team to prepare and review individual, corporate and partnership tax returns
• Collect necessary information and prepare work papers to firm's' standards
• Prepare financial statements in Quickbooks and adjust journal entries as needed to support the tax returns
• Work with clients on tax projections, tax notice resolution and client communication

About Profitwise Accounting

Our mission is to help small business owners achieve their professional and financial goals by providing timely and insightful financial advice through our cloud-based accounting and advisory services, while providing a culture that promotes personal, professional and financial growth for our team. We work nationwide and specialize in helping e-commerce businesses, Amazon sellers, digital agencies, and startups. Our remote-first business model means that we have experienced, knowledgeable bookkeepers, accountants, and business consultants working virtually across the country and growing by the day! Our core values are the backbone of our organization; they drive our culture, and our hiring process: we exemplify humility, ownership, impact, service excellence, grit, and oneness!

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Profitwise Accounting recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.