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Ivy's Legacy Agency LLC

Join our dynamic team as a Tax Advisor and become a vital partner in delivering comprehensive tax solutions that drive client success. We offer flexible scheduling options to help you balance your work and personal commitments. Take advantage of the opportunity to be your own boss while having leadership and guidance. Whether you're interested in a side gig or ready to start a new career, join our new office location and help expand our Tax team.In this energetic role, you will leverage your expertise in tax regulations, accounting principles, and financial analysis to provide strategic advice and ensure compliance across diverse industries. Your proactive approach will help clients optimize their tax positions while navigating complex regulatory environments with confidence. This position offers an exciting opportunity to develop your career in a fast-paced, growth-oriented environment where your skills make a tangible impact.Duties<ul><li>Prepare and review complex tax returns for individuals, corporations, partnerships, and non-profit organizations, ensuring accuracy and compliance with current tax laws.</li><li>Advise clients on estate planning strategies, including wills, trusts, and estate law t, to maximize wealth transfer and minimize tax liabilities.</li><li>Conduct detailed financial analysis and interpret financial reports to identify tax-saving opportunities and ensure adherence to GAAP (Generally Accepted Accounting Principles).</li><li>Assist with mergers &amp; acquisitions by providing tax due diligence, structuring advice, and post-transaction integration support.</li><li>Support regulatory reporting requirements such as SOX (Sarbanes-Oxley Act) compliance and other financial disclosures.</li><li>Utilize accounting software and our specialized tax software to prepare financial statements, reconcile accounts, and maintain accurate records.</li><li>Collaborate with clients on budgeting, financial planning, asset management, and investment strategies to optimize their financial health.</li><li>Perform audits and account reconciliations, including balance sheet reconciliation, general ledger accounting, and accounts payable processing.</li><li>Keep abreast of evolving tax laws such as LIHTC (Low-Income Housing Tax Credit) regulations, to advise clients effectively.</li></ul>Experience<ul><li>PTIN certification</li><li>At least 2 years of tax preparation experience</li><li>Equivalent experience in administration or bookkeeping (trainable)</li><li>Proven experience in public accounting or corporate tax roles with a strong foundation in tax experience across various sectors.</li><li>Demonstrated expertise in estate planning, wills, trusts &amp; estate law, and non-profit accounting practices.</li><li>Solid understanding of financial concepts, including double-entry bookkeeping, debits &amp; credits, GAAP standards, and regulatory reporting frameworks.</li><li>Experience with auditing procedures, account reconciliation processes, and general ledger management.</li><li>Strong analysis skills with the ability to interpret complex financial reports and provide actionable insights.</li><li>Excellent communication skills to convey technical accounting information clearly to clients or team members. Embark on this rewarding journey as a Tax Advisor where your expertise fuels client growth while advancing your professional development in a vibrant environment dedicated to excellence!</li></ul>Pay: From $28,000.00 per yearBenefits:<ul><li>401(k)</li><li>Continuing education credits</li><li>Employee discount</li><li>On-the-job training</li><li>Opportunities for advancement</li><li>Professional development assistance</li><li>Work from home</li></ul>Work Location: Hybrid remote in Madison, AL 35758

Tax Advisor

Join Ivy's Legacy Agency LLC and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Ivy's Legacy Agency LLC

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Tax Advisor