Tax Preparer

**About the company**

**Globalfy** is an all-in-one platform to simplify doing business in the US: open, manage, and expand to the American market from anywhere.

We are a company that grew more than 500% in the last few years. Our business is #BORNTOBEGLOBAL, and there are plenty of opportunities for you to grow and develop your career with us. Our team members are part of a successful story and they make a difference in the world.

**Why work at Globalfy**

At Globalfy, we embrace diversity and celebrate the unique cultures and backgrounds of our global team. Here, you'll find an inclusive and dynamic work environment, with opportunities to learn, grow, and thrive with more than 50 talented colleagues from five different countries.

We offer a thoughtful benefits package designed to support each team member’s well-being and professional journey, while creating a workplace where everyone feels valued, heard, and empowered to contribute.

Our clients rely on us for effective, high-quality solutions that help them confidently expand their businesses to the US. Our services include:

- Business Formation
- Bookkeeping Services
- Tax Services
- Virtual Address

**Who we are looking for**

Curious minds and hands-on problem solvers who aren’t afraid to think differently and help drive meaningful results

**About the position**

The Tax Preparer has the responsibility of helping clients by making sure the tax forms are accurate. Also, they have activities such as calculating tax returns and managing the connection between tax authorities and clients.

**Your main responsibilities**
- Prepare and e-file federal and state business tax returns (Forms 1120, 1120-S, 1065, etc.) in accordance with IRS and state regulations.
- Operate Tax Software to efficiently prepare, review, and submit tax filings.
- Monitor and adhere to filing deadlines for individuals, partnerships, LLCs, and corporations to ensure timely compliance.
- Stay up to date on tax laws, regulations, and IRS procedural updates that may affect client filings.
- Determine and calculate estimated quarterly tax payments for LLCs and corporations.
- Utilize the Electronic Federal Tax Payment System (EFTPS) to process client payments securely and accurately.
- Verify and reconcile tax payments, maintain confirmation records, and update payment logs in Excel or other tracking tools.
- Communicate directly with the IRS and state agencies to resolve client tax issues, including notices, discrepancies, and audit inquiries.
- Maintain organized and confidential client records by scanning correspondence, storing files in Google Drive, and tracking open items through Pipefy or other workflow management systems.
- Manage client requests and cases through the internal ticketing system, ensuring prompt resolution and a high level of service.
- Collaborate cross-functionally with other departments to fulfill tax-related information requests.
- Contribute to and maintain the Tax Department Playbook, documenting standard operating procedures, workflows, and best practices.
- Ensure compliance with company data security policies and IRS confidentiality standards in all client interactions.

**Minimum knowledge, skills and abilities required**

Education and Experience:

- Proficient English and Portuguese;
- Bachelor's degree, preferably in Accounting, Finance or related field;
- 2+ years of proven experience as a tax preparer or related roles, with a focus on business tax returns.

Skills and Abilities:

- **Knowledge of forms 5472, 1120, 1120-S, 1065;**:

- Knowledge of fiscal and tax regulations for non-residents;
- Understanding of sales tax concepts and principles;
- Accounting comprehension and attention to detail in data entry and performing complex calculations;
- Proficiency in using Excel for data manipulation, calculations and reporting;
- Analytical and critical thinking mindset for identifying and resolving sales tax discrepancies;
- Effective communication skills to interact with team members, customers and tax authorities;
- Ability to work independently and as a team and to manage time efficiently.

**You’ll stand out if you**
- Have worked in a startup or fast-scaling environment;
- Speak other languages, such as Portuguese and Spanish.

**What you’ll find here**
- A true builder’s environment, with autonomy and real ownership;
- Space to test ideas, fail fast, and learn even faster;
- A high-performing team and challenging, meaningful projects;
- The opportunity to grow with the company and leave your mark;
**Benefits you will have**
- Monthly Self-Development Budget including language courses (EN, SP and PT);
- PTO balance;
- Home office supply budget;
- Sick hours policy;
- Individual development programs;
- Bereavement policy;
- Parental and marriage leave policy;
- Referral bonus;
- Equipment to work.

**Schedule**

Mon - Fri 9:00 am - 5:00 pm (East-time)

**The position is full-time, which means that you must be available every working day between