Position Details

Salary $35 – $50 USD / year

Type Not Specified

Experience mid

Exp. Years Lacerte: 1 year (Required)

Education Not specified

Category Consulting & Advisory

About this role

Best CPA Inc is hiring a remote Enrolled Agent to prepare and review individual, business, estate, and trust tax returns and represent clients before the IRS. The role includes tax planning guidance, analysis of financial statements and general ledger reconciliations, and handling compliance reporting such as SOX and non-profit standards.

Key Responsibilities

Prepare and review tax returns for individuals, businesses, estates, and trusts, Represent clients before the IRS during audits, collections, and appeals, Provide tax planning guidance including estate planning and mergers & acquisitions, Analyze financial statements and perform general ledger reconciliations to identify tax implications, Support regulatory reporting requirements including SOX compliance and non-profit accounting standards

Technical Overview

Use Lacerte as the primary tax preparation system and support accounting analysis using tools like QuickBooks, Sage, and Xero. Perform general ledger reconciliations, balance sheet analysis, and support regulatory reporting requirements including SOX compliance and non-profit accounting standards while providing IRS representation for audits, collections, and appeals.

Ideal Candidate

The ideal candidate is an Enrolled Agent with at least 1 year of required experience using Lacerte for tax preparation and review. They are comfortable representing clients before the IRS for audits, collections, and appeals, and can analyze financial statements and general ledger reconciliations to advise on tax planning and compliance. They also have experience using accounting software such as QuickBooks, Sage, and Xero.

Must-Have Skills

MUST KNOW HOW TO USE LACERTELacerte: 1 year (Required)Enrolled Agent

Nice-to-Have Skills

Experience with estate planningwillstrusts & estate lawFamiliarity with auditing proceduresExperience with securities lawprivate equityasset managementand investment analysisUtilize advanced accounting software including QuickBooksSageXero

Tools & Platforms

LacerteQuickBooksSageXero

Required Skills

Enrolled AgentLacerteIRS representationtax preparationtax planningSOX complianceQuickBooksSageXeroGAAP (Generally Accepted Accounting Principles)double-entry bookkeepinggeneral ledger reconciliationsaccount reconciliationestate planningmergers & acquisitionscorporate accounting

Hard Skills

LacerteQuickBooksSageXerotax preparationtax planningIRS representationaudit representationcollections representationappeals representationestate planningmergers & acquisitionscorporate accountingfinancial statement analysisbalance sheetsgeneral ledger reconciliationsregulatory reporting requirementsSOX compliancenon-profit accounting standardsdouble-entry bookkeepingGAAP (Generally Accepted Accounting Principles)account reconciliationbookkeepingpayroll managementsecurities lawprivate equityasset managementinvestment strategiescorporate accounting

Soft Skills

detail-orientedstrong communication abilitiesexplain complex financial concepts clearlyclient guidanceattention to detailanalysis skills

Certifications

Required

Enrolled Agent

Industry & Role

Industry Consulting

Job Function Prepare taxes and represent clients before the IRS using Lacerte while providing tax planning and accounting analysis.

Role Subtype Tax Accountant

Keywords for Your Resume

Enrolled AgentMUST KNOW HOW TO USE LACERTELacerteIRSrepresentation before the IRStax preparationtax planningPrepare and reviewindividualbusinessestatetrust tax returnsauditscollectionsappealsestate planningmergers & acquisitionscorporate accountingfinancial statementsbalance sheetsgeneral ledger reconciliationsSOX compliancenon-profit accounting standardsQuickBooksSageXerodouble-entry bookkeepingGAAP (Generally Accepted Accounting Principles)account reconciliationIRS representation

Deal Breakers

Must know how to use LACERTE, Lacerte: 1 year (Required), Must be an Enrolled Agent

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