Job Description
Lee Neville Tax is a rapidly growing small business that was established in 2019. Lee Neville Tax offers services for tax preparation & planning, bookkeeping & accounting, and other business needs. We mainly serve small businesses including Realtors, Financial Advisors, Photographers, and Landlords with rental properties.
We offer a work-life balance and we value having a flexible schedule that offers hybrid or fully remote work options. We are unlike traditional firms and enjoy a casual work environment. You will find that our team offers a very supportive work setting. You will be a valued part of the team from day one. We use TaxDome as our CRM and Drake as the tax software.
Job Duties
- Preparation of individual, partnership, and corporate tax returns (1040, 1065, 1120s, and 1120)
- Review client’s financial statements and make adjustments for preparation of tax returns
- Review individual tax returns with Sch C and Sch E
- Suggest tax savings strategies to clients upon review
- Set up QuickBooks Online accounts for client
- Train clients on how to properly use QuickBooks Online
- Respond to IRS and state agency audits, inquires, and tax notices
- Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
Qualifications
- 8-10+ years minimum of relevant experience
- Experience in individual tax compliance and planning
- Tax research experience
- Experience in Corporation & Partnership tax returns is a must
- Experience in partnership tax would be a plus
- A team player that is outgoing and friendly
- Forward-thinking and enjoy keeping up to date with the tax industry regulations and policies
- Enjoys Training, Mentoring, and leading by example with staff
Perks & Benefits
- Competitive Salary
- Flexible Hours
- Simple IRA 3% automatic contribution for our employees
- No minimum hours during tax season
- PTO