Tax Professional:
IFC Personal Money Managers, Inc., is a small, team-oriented advisory firm that specializes in fee-only financial advice, tax preparation, and estate planning for clients with a variety of unique needs. We are looking for an experienced, dedicated and self-motivated tax professional who works on-site 30-40 hours/wk seasonally, and off-season about 20 hours/wk.
www.ObjectiveAdvice.com
Compensation:
Compensation depends on experience.
Position benefits & perks:
- Competitive compensation
- Productivity bonuses
- Flexible work hours
Position Description and Responsibilities:
- Tax review, preparation and planning for multi-state individuals, Trusts, S-Corps & Partnerships
- Collaborate on tax returns with other team members
- Respond to IRS and state agency inquiries and notices
- Research tax issues and document conclusions
- Analyze & Compare prior years’ data
- Conduct high-level interactions with clients in an understandable and friendly manner
Required Qualifications:
- 5+ years advanced tax preparation experience in collaborative environment
- In-depth knowledge of multi-state tax laws and regulations
- Excellent written and verbal communication skills
- Agile mindset and ability to successfully triage projects and tight deadlines
- Highly organized and efficient
Preferred Qualifications:
- Bachelor’s Degree in accounting or finance
- Proficiency with ProSeries & QuickBooks
Pay: $30.00 - $55.00 per hour
Benefits:
- Flexible schedule
- Opportunities for advancement
Work Location: In person
