Accountant and Tax Prep

Job Summary
We are seeking a dynamic and detail-oriented Accountant and Tax Prep professional to join our team! This role offers an exciting opportunity to leverage your expertise in financial management, tax preparation, and regulatory compliance. You will play a vital part in maintaining accurate financial records, preparing tax documents, and ensuring adherence to accounting standards. Your proactive approach will help drive the financial health of our organization while providing exceptional service to clients and stakeholders. If you thrive in a fast-paced environment and possess a passion for precision and compliance, this position is perfect for you!

Duties

• Prepare and review tax returns for individuals, corporations, partnerships, and non-profit organizations, ensuring compliance with current tax laws and regulations
• Conduct detailed financial analysis, including balance sheet reconciliation, account analysis, and general ledger accounting to ensure accuracy and integrity of financial data
• Manage accounts payable and receivable processes using accounting software such as QuickBooks, Xero, Sage, or similar platforms
• Perform auditing procedures to verify financial statements and internal controls in accordance with GAAP (Generally Accepted Accounting Principles) and SOX (Sarbanes-Oxley Act) requirements
• Assist with estate planning activities by preparing wills, trusts, and estate law documentation while understanding securities law implications
• Support mergers & acquisitions by conducting due diligence, financial report writing, and interpretation of complex financial concepts
• Maintain detailed records of all transactions, perform asset management tasks, and prepare regulatory reports as required

Experience

• Proven experience in public accounting or corporate accounting roles with a strong background in tax experience and financial statement preparation
• Familiarity with accounting software such as QuickBooks, Xero, Sage, or similar platforms; proficiency in bookkeeping and general ledger reconciliation
• Knowledge of GAAP standards, tax accounting principles, debits & credits, and double-entry bookkeeping methods
• Experience working with non-profit accounting practices is a plus
• Strong analysis skills with the ability to interpret financial reports accurately and provide insightful recommendations
• Understanding of securities law, LIHTC (Low-Income Housing Tax Credit), private equity, asset management, and regulatory reporting is advantageous
• Excellent organizational skills with the ability to handle multiple tasks efficiently while maintaining attention to detail

Join us to be part of a vibrant team committed to excellence in financial management! We value your expertise in financial analysis, compliance standards like SOX, tax preparation skills, and your ability to navigate complex financial concepts. Bring your passion for numbers and your dedication to accuracy—your next career move awaits!

Job Type: Part-time

Pay: $25.00 - $35.84 per hour

Work Location: Remote