You will be working as a CPA in a client-facing role to build and maintain strong relationships with a portfolio of clients providing appropriate tax solutions for small businesses and entrepreneurs
You will conduct meetings with clients to discuss their current practices and financial needs, reviewing financial statements and tax return preparation, filing forms, general ledger, and financial statement reviews checking for errors, and performing attestation audits to ensure compliance with required organization
You will develop the process for providing tax advice and tax filings for our customers.
You will establish policies and procedures based on industry standards, developments, and regulations and adapt them as changes arise to maintain and innovate best-in-class tax practices
You will collaborate with other team members as a subject matter expert to help with the creation of educating content for our customers

CPA license required
You have experience preparing and reviewing Federal and State income tax returns for businesses; preparing quarterly estimates; handling tax notices and disputes
You are familiar with the following tax filings found in this guide: specifically, form 1120/5472 for Non-US residents, and form 1065 for partnerships.
You are comfortable with a startup environment and can easily navigate ambiguity and act as a thought leader acting with minimal direction
You can use critical thinking, reasoning, and emotional intelligence to recognize details of situations and identify solutions, conclusions, or best approaches
You possess excellent organizational and analytical skills
Effective English communication skills, both written and oral, are required.

CPA, Tax Professional

Key skills