US Tax Preparer

Experience: Minimum 3+ years experience - US Tax & Accounting

Hours: 40 hours a week, Monday to Friday, 9:00 am to 6:00 pm Chicago, IL CST

Location: The candidate will be working from home

Language: English

Start Date: Flexible or as soon as possible

Firm Background:
Hamilton Tax & Accounting has been solving our clients’ tax issues since 2013. We specialize in the preparation of tax returns for small businesses, real estate investors, and more. We work virtually with clients all over North America, in addition to serving local clients in our office in Grayslake IL. We are sought out for accounting and tax advice by small business owners from all over the country because of our reputation for excellence in taxation, particularly real estate. https://www.youtube.com/watch?v=flnzz7-6vwk

Job Summary:
Your role is to assist in the processing and preparation of US income tax returns, both Individual and Business.
You will work with your Senior Production Manager, helping train you in technical knowledge and reviewing your work.
Setting up tax returns
Collating tax returns
Assisting with the Tax agent portal mail
Assisting with the IRS client correspondence and queries
Completing income tax returns up to 90%
Review financial statements for readiness for tax prep

Technical Requirements:
Preparing Individual Income Tax Returns with and without Rental Properties and businesses
Preparing Business Tax Returns (1120, 1120-S, 1065)
Preparing Income Tax projections
Preparing Tax Planning Figures and Analysis
Preparing Fringe Benefits income tax returns
Payroll Tax, Sales Tax
Financial Statement Prep
Multi-State Experience

Software Skills/Experience:
QuickBooks Online and Desktop
Xero Accounting (90% of Clients are on Xero)
Microsoft Products
Drake Tax Software or CCH Axcess (desirable, but not required)

Qualifications:
Candidates need to have a degree in Accountancy or Commerce.
EA, CPA, or CA qualification is desirable but not a necessity, however, technical knowledge, efficiency, and experience are.