Experienced Part-Time Senior Tax Associate - Remote Tax Planning and Preparation for Small Businesses and Startups

About Us

Finance Pals is a dynamic and innovative company that provides bookkeeping, tax, and CFO services to startups and small businesses. We are passionate about creating a work environment that offers flexibility, autonomy, and opportunities for growth and learning. Our team is dedicated to helping our clients succeed and thrive, while also enjoying a healthy work-life balance.

About the Role

We are seeking an experienced Part-Time Senior Tax Associate to join our remote team. As a Senior Tax Associate, you will play a key role in providing tax planning and preparation services to our clients. You will work closely with our team to deliver high-quality services, while also enjoying the flexibility and autonomy that comes with working remotely.

Key Responsibilities

• Provide tax planning and preparation services to small businesses and startups, including individual and corporate tax returns.
• Conduct tax research and stay up-to-date on changes in tax laws and regulations.
• Prepare and review tax returns, including 1040, 1120, 1120S, 1065, and 990s.
• Communicate with clients to understand their tax needs and provide personalized service.
• Collaborate with the team to deliver high-quality services and meet client expectations.
• Participate in ongoing professional development to stay current on tax laws and regulations.
• Other tasks as assigned by the team leader.

Essential Qualifications

To be successful in this role, you will need:

• A bachelor's degree in accounting or a related field.
• At least 3 years of experience in tax preparation and planning, preferably with a focus on small businesses and startups.
• Strong knowledge of tax laws and regulations, including individual and corporate tax returns.
• Excellent communication and interpersonal skills, with the ability to work with clients and team members.
• Strong analytical and problem-solving skills, with the ability to research and resolve complex tax issues.
• Proficiency in tax software, including Intuit Proconnect and other accounting software.
• Ability to work independently and as part of a team, with a strong commitment to delivering high-quality services.

Preferred Qualifications

We are looking for candidates with:

• Experience with bookkeeping and CFO services, including financial statement preparation and analysis.
• Knowledge of payroll and sales tax, including setup and integration with accounting software.
• Experience with Excel pivot tables and vlookups, as well as other data analysis tools.
• HR or operations experience, including recruitment, training, and employee management.
• Experience with cloud-based accounting software, including QuickBooks Online and Xero.

Skills and Competencies

To succeed in this role, you will need:

• Strong communication and interpersonal skills, with the ability to work with clients and team members.
• Excellent analytical and problem-solving skills, with the ability to research and resolve complex tax issues.
• Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
• Ability to work independently and as part of a team, with a strong commitment to delivering high-quality services.
• Strong technical skills, including proficiency in tax software and other accounting software.

Career Growth Opportunities and Learning Benefits

We offer:

• Ongoing professional development opportunities, including training and certification programs.
• Opportunities for career advancement, including promotions and new roles.
• A collaborative and supportive work environment, with opportunities to learn from and work with experienced professionals.
• A flexible and autonomous work environment, with the ability to work from home and set your own schedule.

Work Environment and Company Culture

We value:

• Flexibility and autonomy, with the ability to work from home and set your own schedule.
• Collaboration and teamwork, with opportunities to work with experienced professionals and learn from others.
• Continuous learning and professional development, with opportunities for training and certification programs.
• Work-life balance, with a focus on delivering high-quality services and enjoying a healthy work-life balance.

Compensation, Perks, and Benefits

We offer:

• A competitive hourly rate of $62.00 per hour.
• A flexible and autonomous work environment, with the ability to work from home and set your own schedule.
• Ongoing professional development opportunities, including training and certification programs.
• A collaborative and supportive work environment, with opportunities to learn from and work with experienced professionals.
• A performance bonus, based on individual and team performance.

How to Apply

If you are a motivated and experienced tax professional looking for a new challenge, please submit your application without delay. We are keen to hear from talented candidates like you.

To apply, please send your resume and a brief cover letter to [email protected]. Please include the following information in your cover letter:

• Your successes and areas of improvement in your previous role.
• Your boss's strengths and weaknesses, and whether you would be willing to arrange a call with your previous boss.
• Your best guess as to what your boss will tell us about your overall performance.
• A list of any of the nice-to-have experiences you have.

We also encourage you to include a short video telling us a little about yourself, including your experience and qualifications. Please send a video link (no attachments please) to [email protected]. We look forward to hearing from you!