Job Overview
Our client is looking for a seasoned tax professional to help clear a backlog of 50–75 business tax returns and lead their transition into a modern QBO workflow. You will serve as the final set of eyes on tax returns and act as a mentor to help junior staff grow. This role is ideal for a closer who enjoys the review process and possesses the technical expertise to bridge the gap between legacy systems and modern accounting software.
Schedule
- Monday - Friday, 8:00 AM - 5:00 PM CST, with 1 hour unpaid break (40 work hours per week)
Responsibilities
- Tax Review: Take the lead on reviewing 1065 (Partnerships) and 1120-S (S-Corps) returns already prepared in Drake Tax to ensure accuracy and efficiency.
- Systems Setup: Facilitate the transition of clients from a legacy system (EasyACT) into QuickBooks Online, including setting up bank feeds and classifying data to match historical records.
- Team Leadership: Train and mentor junior employees to improve their tax preparation skills and overall technical knowledge.
- Client Engagement: Lead client meetings using professional communication to discuss tax positions and financial data.
- Quality Control: Maintain a high standard of accuracy, catching small details and ensuring all filings meet compliance standards.
Requirements
- 6–10 years of US Personal and Business Tax experience
- Highly proficient in Drake Tax and QuickBooks Online
- Strong closer mindset with a focus on detailed review and efficiency
- Proven ability to manage complex data migrations between accounting platforms
Independent Contractor Perks
- Permanent work from home
- Immediate hiring
- Health Insurance Coverage for eligible locations
Note
Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.
