Part Time Tax Preparer/Tax Consultant/Enrolled Agent (Bilingual Spanish Preferred)

Overview
Join our dynamic team as a Part-Time Tax Preparer, Tax Consultant, or Enrolled Agent and play a vital role in delivering expert tax services to a diverse client base. This energetic position offers the opportunity to utilize your tax experience and accounting knowledge to help individuals and small businesses navigate complex tax laws with confidence. As a key member of our team, you will provide personalized tax solutions, ensure compliance with regulatory standards, and contribute to clients’ financial success through meticulous analysis and strategic planning.

Duties

• Prepare and review federal, state, and local tax returns for individuals, small businesses, and non-profit organizations using advanced accounting software such as QuickBooks, Xero, or Sage.
• Conduct detailed tax planning sessions, advising clients on estate planning, trusts, wills, and estate law to optimize their financial outcomes.
• Analyze financial statements and reports to identify potential deductions, credits, and opportunities for tax savings while ensuring compliance with GAAP (Generally Accepted Accounting Principles) and IRS regulations.
• Assist clients with complex issues such as mergers & acquisitions, private equity transactions, or securities law considerations by providing expert guidance on tax implications.
• Reconcile accounts and perform balance sheet reconciliation to ensure accuracy in financial data reporting.
• Support regulatory reporting requirements by preparing accurate financial reports and conducting audits when necessary.
• Maintain up-to-date knowledge of tax laws including SOX (Sarbanes-Oxley Act), LIHTC (Low-Income Housing Tax Credit), and other relevant regulations to provide compliant advice.
• Engage in financial analysis and report interpretation to help clients understand their financial position and plan accordingly.
• Collaborate with team members on bookkeeping tasks such as accounts payable, payroll processing, and general ledger accounting to support comprehensive financial management.
• Spanish Bi-Lingual Preferred

Requirements

• Proven experience in tax preparation with strong knowledge of tax accounting principles and technical accounting standards.
• Familiarity with accounting software including QuickBooks, Xero, Sage, or similar platforms; proficiency in financial software is essential.
• Solid understanding of financial concepts such as double entry bookkeeping, debits & credits, asset management, budgeting, and financial statement preparation.
• Experience working with non-profit accounting, GAAP standards, regulatory reporting, and account reconciliation processes.
• Strong analysis skills with the ability to interpret complex financial data accurately.
• Excellent communication skills to explain technical information clearly to clients with varying levels of financial literacy.
• Ability to manage multiple priorities efficiently while maintaining attention to detail in a fast-paced environment. Join us if you're passionate about helping clients succeed through expert tax advice combined with comprehensive financial insights! We’re dedicated to supporting your professional growth while providing a flexible work schedule that fits your lifestyle.

Pay: $25.00 - $32.00 per hour

Benefits:

• Continuing education credits
• Employee discount
• Flexible schedule
• Paid time off

Work Location: In person