Lead the financial operations and profit optimization for small businesses nationwide

Provide accounting, tax and business advice to small business owners in various States

Assist clients with all their bookkeeping needs using QuickBooks and other accounting softwares

Prepare monthly journal entries to record revenue, expenses, assets, and liabilities.

Prepare complex individuals and business tax returns including Non-Profits, Trusts and Estates

Oversee the preparation of forms 1040, 1120S, 1120, 1065, 1041, 990, 720, 706 and 709

Prepare inside and outside shareholder basis as well as their income tax projections

Manage sales tax calculation, payroll tax reconciliation, and the monthly sales tax filing

Recommend tax strategies that align with business goals on how to increase profits

Provide guidance and training to the accounting and tax teams to better service the clients

Mentor and coach business owners and managers on how to increase profits

Licensed CPA or EA  candidate is preferred  for this position

Help individuals and businesses avoid forced collections and asset seizures

Negotiate with the IRS on behalf of taxpayers to resolve their tax issues

Provide tax resolution for IRS back taxes owed, collections, lien and levy

Respond to income tax notices and letters of balance due from the IRS

Research complex tax issues and assist with tax audits (Federal and State)

Prepare and E-file individual, partnership, corporate and non-profit tax returns

Review and maintain monthly bookkeeping and account reconciliations

Assist with day to day, monthly and year end operations of tax department

CPA or EA  Licensed is required for this position preferred

Assist individuals and small business owners with all their bookkeeping and tax needs

Process multi-year tax accounting for self-employed individuals and small businesses

Ensure timely filing of all returns and extensions for individuals and entities

Prepare federal and state tax return for individuals, businesses, Non-Profits, Trusts and Estates

Oversee the reconciliation of all income, expense, assets, liability and equity accounts

Reconcile client’s books with their tax returns, retained earnings, equity, contribution and distribution.

Prepare monthly journal entries to record revenue, expenses, assets, and liabilities.

Complete month-end close including tax calculations and consolidation

Prepare weekly sales reports and month end financial reporting packages

Complete S-Corp election and the required accounting, payroll and tax changes due to the election

Assist Enrolled Agents, CPAs and tax Attorneys resolve clients tax debt issues

Establish new connections with taxpayers and business owners on a daily basis via phone and email

Communicate the benefits of our services to taxpayers and business owners nationwide

Conduct daily meeting with potential clients to ensure that our services align with their financial goals

Act as primary sales and marketing contact for all potential clients, taxpayers and business owners

Develop, implement, and execute effective sales strategy to convert all new leads into new clients

Open new accounts through daily networking with prospects nationwide in person and virtually

Identify opportunities for new business through business meetings, conferences and pop-up shops 

Virtually connect with potential clients across all 50 States and introduce them to our services.

Support business operation and company growth utilizing current company softwares

Assist accounting and tax team members with daily tasks to drive business efficiency

Create and Implement new procedures for managing office records and compliance

Assist with social media advertising and other marketing funnel to promote our services

Identify opportunities for new business through weekly meetings, conferences and webinars

Develop and execute effective sales strategy to convert identified opportunities into new clients

Virtually connect with potential clients across all 50 States to introduce them to our services