Company Overview:

We are an esteemed accounting firm known for providing exceptional financial services and tax planning solutions to a diverse clientele. With a commitment to excellence and a focus on work-life balance, we prioritize the well-being of our employees and clients alike. We are currently seeking a highly skilled and motivated Tax Planner/Bookkeeper to join our team on a remote, part-time basis. This position offers flexibility in scheduling and the opportunity to work with clients throughout the year, minimizing the intensity of tax season.

Are you a skilled and organized Tax Planner with experience in professional tax software? Are you familiar with personal and business tax planning to maximize deductions and understand the relationship between good books and tax planning? Are you looking for a flexible remote work opportunity that allows you to handle various clients across different industries? Look no further! We are a reputable tax firm seeking a dedicated and detail-oriented professional to join our team.

**Position: Remote Tax Planner**

**Location: Remote (Work from Home)**

**Schedule: Flexible**

**About Us:**

We pride ourselves on delivering exceptional financial and tax services to our diverse client base. With a commitment to accuracy, integrity, and professionalism, we provide expert guidance to individuals and businesses alike. As we continue to expand our services, we're searching for a candidate to join our team and contribute to our clients' success.

**Role and Responsibilities:**

As a Tax Planner, you will be responsible for managing the financial records of multiple clients across various industries. Your primary focus will be on maintaining accurate and up-to-date financial data using QuickBooks Online and advising on tax strategy with oversight of Tax Accounting team. Your duties will include, but are not limited to:

- Generating financial reports and summaries for client review.

- Collaborating with our tax professionals to ensure accurate financial data for tax preparation and attending tax strategy meetings with your clients.

- Providing exceptional customer service to clients, addressing inquiries and concerns promptly.

- Adhering to accounting best practices and maintaining strict confidentiality.

**Qualifications:**

- Proven experience as a Tax Accountant, preferably in a remote or virtual environment.

- Year-Round Client Engagement: Experience the satisfaction of building lasting client relationships and providing consistent support beyond the traditional tax season.

- Proficiency in QuickBooks Online and a strong understanding of accounting principles.

- Excellent attention to detail and high level of accuracy in financial data entry.

- Strong communication skills, both written and verbal.

- Ability to manage multiple clients and tasks concurrently.

- Strong organizational skills and ability to meet deadlines.

- Prior experience in a tax firm or accounting firm and experience working on tax strategy with clients.

**Benefits:**

- Flexible remote work arrangement, allowing you to maintain a healthy work-life balance.

- Opportunity to work with a diverse clientele and gain experience across different industries.

- Competitive compensation package based on experience and performance.

- Collaborative and supportive team environment.

- Professional growth and learning opportunities within the tax and accounting field including the opportunity to manage your own division with profit share.

If you are a dedicated accounting professional seeking a remote opportunity with a reputable tax firm, we want to hear from you! To apply, please submit your resume and a cover letter detailing your relevant experience and why you'd be a great fit for our team. Send your application to info@silverfernco.com.

Job Type: Part-time

Pay: $35.00 - $40.00 per hour

Expected hours: 20 – 30 per week

Benefits:

Flexible schedule
Opportunities for advancement
Paid time off
Paid training
Professional development assistance
Profit sharing
Work from home

Experience level:

3 years

Schedule:

Day shift
Monday to Friday

Application Question(s):

Do you have basic knowledge of tax preparation and planning?

Experience:

Bookkeeping: 3 years (Required)

License/Certification:

IRS Enrolled Agent or CPA credentials (Preferred)

Work Location: Remote

Silver Fern Co Accounting

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Remote Tax Planner (CPA/ E.A. req)