We are seeking a detail-oriented and knowledgeable Tax Professional to join our team. In this role, you will be responsible for providing expert tax advice and preparing tax returns for individuals and businesses. You will utilize your expertise in tax regulations and financial accounting to ensure compliance and optimize our clients' tax positions. The ideal candidate will have a strong understanding of various tax laws, excellent analytical skills, and the ability to communicate complex tax concepts clearly. Responsibilities Prepare and review federal and state tax returns for individuals and businesses. Conduct thorough account analysis to identify potential tax savings opportunities. Stay updated on changes in tax laws and regulations to ensure compliance. Assist clients with budgeting and financial planning related to taxes. Provide guidance on asset management, private equity, and securities law as it pertains to taxation. Prepare regulatory reporting documents as required by law. Maintain accurate records of all transactions and communications with clients. Skills BILINGUAL IN SPANISH AND ENGLISH. Expertise in QuickBooks, tax preparation software or other accounting software. Strong knowledge of tax regulations and compliance requirements. Proficiency in financial accounting principles. Familiarity with asset management strategies and private equity considerations. Excellent analytical skills for account analysis and problem-solving. Strong communication skills, both written and verbal, for client interactions. Ability to work independently as well as part of a team in a fast-paced environment. Job Type: Full-time Pay: $65,000.00 per year Benefits: Opportunities for advancement Paid sick time Paid time off Work Location: In person
Bilingual Customer Service Representative / Front Desk Associate (Spanish-English) Company: TAXVANCE Location: [Your Location] Reports To: Office Manager 📋 Job Summary: TAXVANCE is seeking a friendly, organized, and bilingual (Spanish-English) Customer Service Representative / Front Desk Associate to serve as the first point of contact for our clients. This individual will be responsible for welcoming clients, managing appointments, answering inquiries, and supporting our tax preparation and financial services team. 🔑 Key Responsibilities: 🛎️ Front Desk & Client Support: - Greet clients in person, by phone, and via email with professionalism and warmth. - Answer client inquiries about tax services, document requirements, and appointment scheduling in both English and Spanish. - Manage incoming calls, route messages, and provide accurate information. 📑 Administrative Support: - Schedule, confirm, and manage appointments. - Collect and verify client documentation for tax preparation. - Maintain accurate client records and data entry into our system. 💬 Bilingual Communication: - Translate documents and verbal communication between clients and staff when necessary. - Assist Spanish-speaking clients in understanding tax documents, procedures, and service options. 🤝 Office Coordination: - Maintain a clean, organized, and welcoming front office environment. - Support the tax preparers and management team with clerical tasks as needed. - Ensure confidentiality and security of client information in accordance with company policies and federal regulations. 📌 Qualifications: - High school diploma or equivalent (Associate’s degree preferred) - Fluent in both English and Spanish (spoken and written) - Prior customer service or front desk experience, preferably in a financial, tax, or office setting - Strong communication, organizational, and problem-solving skills - Proficient in Microsoft Office and basic office equipment - Friendly, professional demeanor with a customer-first attitude 💵 Compensation & Benefits: - Competitive hourly wage (based on experience) - Paid training - Seasonal and year-round employment opportunities - Opportunities for advancement within TAXVANCE
We are seeking a detail-oriented and experienced Bookkeeper / QuickBooks Specialist to manage daily financial transactions and maintain accurate financial records using QuickBooks. The ideal candidate will have a strong background in accounting principles, excellent organizational skills, and proficiency in QuickBooks (Desktop and/or Online). Key Responsibilities: Manage accounts payable and receivable, including invoice processing and customer/vendor payments. Reconcile bank and credit card statements on a regular basis. Maintain and update the general ledger. Prepare monthly, quarterly, and annual financial reports. Process payroll and related tax filings, if applicable. Assist with budgeting and forecasting. Ensure compliance with relevant financial regulations and internal policies. Collaborate with accountants for tax preparation and audits. Maintain organized digital and paper filing systems. Provide financial data to management to support decision-making. Qualifications: Proven experience as a bookkeeper, preferably in a small to mid-sized business setting. Proficiency in QuickBooks (Online and/or Desktop). Solid understanding of basic accounting principles (GAAP). Strong knowledge of Microsoft Excel or Google Sheets. High attention to detail and accuracy. Ability to work independently and manage time effectively. Excellent written and verbal communication skills.
The services to be provided but not limited to are: Bookkeeping: ○ Recording all financial transactions (donations, expenses, payroll, etc.). ○ Maintaining accurate and up-to-date financial records. ○ Reconciling bank statements and other financial accounts. ● Financial Reporting: ○ Preparing monthly, quarterly, and annual financial statements (e.g., Balance Sheet, Income Statement). ○ Generating monthly Ministry Reports. ● Payroll Administration: ○ Processing payroll for church employees (if applicable), including deductions and remittances. ○ Issuing W-2s and 1099s as required by law. ● Budgeting: ○ Assisting in the preparation and monitoring of the annual church budget. ○ Providing insights and recommendations for financial planning. ● Compliance & Audit Support: ○ Ensuring compliance with relevant accounting standards and tax regulations (e.g., IRS requirements for non-profits).○ Assisting with internal or external audits as required. ● Other Duties: ○ Any other duties or responsibilities. 4. Compensation The Church shall compensate The Accountant for services rendered as follows: ● Fixed Fee ○ The Bookkeeper shall be paid a fixed fee of $1000.00 per month for the services outlined in Section 3. ○ Payments shall be made on the first day of each month. 5. Expenses
Small CPA based office in Queens looking for office staff member for income tax preparation and other financial data entry. Ability to interact directly with clients, draft correspondence and perform related clerical tasks. Part-time, in-office only, flexible days/hours. $25+/hr. depending upon experience. Approx. 20-25 hrs. per week. Benefits after 1 year include paid vacation & holidays. sick days, annual bonus. Advanced tax preparation training offered. Requirements: English fluency. familiarity with Microsoft Office, income tax preparation skills. Experience with ProSeries or Lacerte software a plus. Perfect for retiree or parent of school-age children.