Senior Tax Preparer CDM
hace 4 semanas
Senior Tax Preparer
Location: Colombia
Schedule: Monday to Friday, 8:00 a.m. 5:00 p.m. EST (includes 1-hour lunch)
Work Mode: On-site
About the Company
It is a boutique CPA firm based in Orlando, Florida, specializing in U.S. tax preparation for individuals and small businesses. With a team of 12 professionals, including two partners, SBM is committed to delivering personalized, high-quality service. The firm values work-life balance, a family-oriented culture, and operational excellence.
Key Responsibilities
- Manage daily accounting for multiple business clients using QuickBooks Online.
- Reconcile bank accounts, credit cards, and financial statements.
- Prepare and file federal and state tax returns, including Forms 1120S and 1065.
- Collaborate with CPAs and clients to ensure accurate and timely reporting.
- Maintain organized records and documentation for all accounting and tax activities.
- Support year-end closing and financial statement preparation.
- Stay updated on U.S. tax laws and best accounting practices.
- Participate in onboarding and training to align with SBMs internal workflows.
- Demonstrate independence and efficiency within the first month of employment.
Requirements
- Minimum 23 years of experience in a CPA firm.
- Proven experience in U.S. tax preparation, especially for small businesses.
- Familiarity with UltraTax software (highly valued).
- Ability to work independently and adapt quickly to firm-specific processes.
- Willingness to complete a short accounting knowledge assessment during selection.
Hard Skills
- Proficiency in QuickBooks Online.
- Strong knowledge of accounting principles and tax preparation.
- Experience with Forms 1120S and 1065.
- Familiarity with tax software (UltraTax preferred).
- Ability to manage multiple clients and meet deadlines.
Soft Skills
- High attention to detail and organizational skills.
- Excellent communication and interpersonal abilities.
- Professional integrity and discretion with sensitive financial data.
- Adaptability to new systems and workflows.
- Commitment to quality, reliability, and continuous improvement.
-Requerimientos-
Educación mínima: Bachillerato / Educación Media
2 años de experiencia
Idiomas: Inglés
Edad: entre 18 y 42 años
Palabras clave: senior, sr, impuestos, tax
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