Experienced US Tax Preparer (Drake Software)

We are a growing Accounting Firm that specializes in optimizing our client’s bookkeeping processes with the goal of delivering more clear and effective financial insights. We also help a lot of clients clean up their books in preparation for selling their company, in addition to offering strategic financial advice, financial analytics and dashboards to help business clients thrive.

From the perspective of our staff, we are a very rewarding company to work at. When you meet our Filipino staff, you will see that our team really enjoys the work they do and is treated like family, with an incredible level of care and respect.

We are looking for an Experience Tax Preparer to start immediately. The candidate will help launch, manage and grow the Tax Service Division of our company. In this role, you will be directly representing us to our clients and helping us to build our team of Tax Preparers. You will NOT be just another staff behind an American accountant, rather you will be THE client facing department Manager for our Tax Division.

This role involves ensuring compliance with federal and state tax laws and advising clients on potential tax savings. The ideal candidate must have a strong grasp of Drake tax software, with numerous years of preparation and e-filing experience.

This ideal candidate will also be proficient in providing advanced tax advice and financial planning for our clients, and possess the analytical skills necessary to accurately assess quarterly tax estimates and annual tax obligations based on financial records.

Your input, your contributions and your decisions will be extremely important to the success of our company. With that in mind, we want someone who has experience in a growing team, is fun to work with, has a positive attitude, is caring and kind to others on our team, is highly self-directed, highly organized, highly responsive and has a very high standard for herself/himself. It’s important that this person is someone who thrives on receiving feedback and looking to continually improve so they can be a part of our team over the next 5 years to 10 years or more.

This role is full-time and requires the candidate to work exclusively for our firm. The ideal candidate for this position must be able to work some of their hours in the US Central Standard Time Zone (CST) to meet with clients and our team, while their other hours can be worked whenever they wish.

THE IDEAL CANDIDATE WILL HAVE MOST OF THE FOLLOWING EXPERIENCE:

3+ years experience and highly proficient with preparing and filing personal Federal and State Income Tax Returns with Form 1040, Schedule A, Schedule B, Schedule D, Schedule 8812, and other relevant tax forms

3+ years experience and highly proficient with preparing and filing business Federal and State Income Tax Returns with Form 1120-S, 1120, Schedules C, Form 4562, Form 8829, and other relevant tax forms

3+ years experience and highly proficient with Drake tax software to prepare and e-file both Personal and Business tax returns at the Federal and State level

Experience estimating and filing quarterly taxes owed for business owners
Experience with tax laws and regulations applicable to the U.S.-based clients
Experience in client-facing roles, providing tax advice and financial planning
Experience with State sales tax preparation and filing

THE IDEAL CANDIDATE WILL HAVE MANY OF THE FOLLOWING CHARACTERISTICS:

Highly organized, able to maintain meticulous client records
Highly self-directed, able to manage diverse tasks effectively with being checked in on by others
Strong analytical skills for meticulous and precise work
Strong communication skills both written and verbal
A positive, team-oriented attitude; someone who is fun and caring towards teaUpgrade to see actual infombers
Open to feedback and committed to continuous personal and professional development
Collaborative attitude to effectively work with teaUpgrade to see actual infombers to integrate our current financial services and meet client needs comprehensively
Research focused to stay updated on new tax laws and accounting practices to enhance service quality and operational efficiency
Enjoy handling client inquiries, providing timely and clear responses and support
Available to work during the US Central Standard Time Zone as needed

COMPENSATION:

The position will include a three-month onboarding period, which will be compensated at $10 per hour for the first three months given your experience.

After this period, compensation will increase to $12 per hour for the next nine months of working under the current management to advance in their role (more time if needed).

After a year of working with our company, compensation will increase to $13 to $15 per hour USD, with annual promotions and raises to follow, and it can be higher given your level of success in the position.

Pay periods are on the 5th and 20th of each month. We will also reimburse your OFS PhilHealth and SSS self-payments on a monthly basis.

Over the next 3 - 5 years, this individual would progress in their role with more strategically focused responsibilities and manage a team at higher compensation ranging from $30,000 USD ($1.7M Philippine pesos) to $40,000 USD ($2.25M Philippine pesos) annually.

TO APPLY:

Please send me a message so I know you are serious about this role, and I will send you a link so you can fill out the formal application and answer our standard questionnaire and a handful of assessments.

If we think you're an ideal candidate from the questionnaire, we send a second series of questions along with a couple of assessments.

The last round will be a series of interviews with some of my other teaUpgrade to see actual infombers and myself, and then we will make our final decision.

SIMPLE FINANCIALS - CORE VALUES

We prioritize precision
We elevate financial clarity
Go above and beyond

SIMPLE FINANCIALS - MISSION STATEMENT

Why We Exist - We exist to eradicate the uncertainty and stress that many small business owners feel about their company’s accounting and finances.

Our Promise - We obsess over your company's accounting, so that you don’t have to! We ensure you’re bookkeeping is immaculate, and your questions receive intuitive and timely answers without compromise.