17 ago
|
Solvo S
|
Medellín
"Job Summary: USA Tax Gurus LLC, is a remote US Tax and Accounting firm, seeking a highly skilled and experienced Certified Public Accountant (CPA) and Enrolled Agent (EA) to join our team. The adecuado candidate should possess excellent social skills to handle and onboard US clients, have in-depth business tax knowledge, be a licensed CPA/EA, and have a proven track record of handling complex tax matters. In this role, you will be responsible for reviewing and signing tax returns, providing tax planning advice, assisting with bookkeeping tasks, onboarding clients, developing processes and standard operating procedures (SOPs), and mentoring junior employees.
Responsibilities
Tax Compliance
Prepare and sign tax returns for partnerships, corporations, and other entities, including forms 1120, 1120S, 1065, 5471, 5472, and others.
Stay updated on the latest tax laws, regulations, and filing requirements.
Conduct comprehensive tax research and analysis.
Tax Planning and Advisory
Provide tax planning advice to clients, identifying opportunities for tax optimization and cost-saving strategies.
Offer guidance on tax-efficient business structures, deductions, and credits.
Bookkeeping and Financial Reporting
Assist clients with bookkeeping tasks, ensuring accurate recording of financial transactions.
Generate financial statements, balance sheets, and income statements using QuickBooks Online and Wave.
Perform periodic financial analysis and provide insights to clients.
Client Onboarding
Shadow and work closely with the firm owner (Akhil Bansal CPA) and sales team to onboard new clients
Should be available during US morning hours (India evening hours – max till 12 am IST) for client calls
Participate in client onboarding processes, including gathering necessary information, verifying documents, and setting up client profiles.
Establish strong relationships with clients, addressing their concerns, and providing exceptional customer service.
Process Development and SOPs
Develop and implement efficient processes and standard operating procedures (SOPs) for firm operations, ensuring consistency and quality in service delivery.
Streamline workflow and identify areas for improvement to enhance efficiency and productivity.
Mentoring and Training
Provide guidance and mentorship to junior employees, assisting in their professional development.
Conduct training sessions on tax regulations, software tools, and best practices.
Review the work of junior team members and provide constructive feedback.
Qualifications
Licensed Certified Public Accountant (CPA) and/or Enrolled Agent (EA).
Demonstrated experience in preparing and signing various tax forms, including 1120, 1120-S, 1065, 5471, 5472, 1042-S, 8832, FBAR, 1116, 8621, 8938.
Strong knowledge of business tax regulations, laws, and compliance requirements.
Proficiency in tax planning and advisory services.
Experience with bookkeeping tasks and financial reporting.
Ability to onboard and build strong relationships with clients.
Excellent communication and interpersonal skills.
Detail-oriented with strong analytical and problem-solving abilities.
Proven ability to develop and implement processes and SOPs.
Ability to effectively teach and mentor junior employees."
📌 Tax Specialist (BB) Bquilla, bogota. Med, Bmanga, Cali, Armenia, Argentina (Medellín)
🏢 Solvo S
📍 Medellín