Tax Accountant

Job Description: Tax Accountant Peters Tax Preparation \& Consulting PC/Alaruna LLC ***(PLEASE NOTE: Due to the location of the company and company’s clients, only candidates residing in the United States will be considered.)*** ***This is primarily a remote work position – but travel may occasionally be required.*** **Key Responsibilities and Qualifications** The Tax Accountant is responsible for preparing individual and small business tax returns and supporting the firm's tax compliance work across a variety of clients and industries. This role includes reconciling financial statements, preparing returns \& reviewing returns, calculating quarterly estimates, researching tax questions, and responding to notices. As a secondary focus, the Tax Accountant also serves as lead bookkeeper for a portfolio of quarterly bookkeeping clients and assists with monthly financial statement preparation during the off\-season, ensuring compliance with company policies and relevant financial and tax regulations. This position is ideal for candidates who are dependable, detail\-oriented, and eager to build a career in tax preparation while gaining broader accounting and bookkeeping experience. **Grow With Us** We're a small, growing firm (Peters Tax Preparation \& Consulting PC and Alaruna LLC) actively investing in modernized systems and expanding client capacity. We believe in building careers, not just filling seats: * Formal review at 6 and 12 months. * Clear growth path toward Senior Tax Accountant as you build experience. * CPA/EA exam fee reimbursement and paid study time for candidates pursuing licensure. * Direct mentorship from the firm's management, with hands\-on exposure to client\-facing work. **Responsibilities:** * Prepare individual and small business tax returns (e.g., Forms 1040, 1120, 1120\-S, 1065\) using UltraTax CS. * Calculate quarterly estimated tax payments and prepare extensions. * Research tax questions and respond to notices from the IRS and state agencies. * Gather and organize client tax documents and maintain accurate tax workpapers. * Serve as lead bookkeeper for a portfolio of quarterly bookkeeping clients, including transaction categorization and account reconciliations in QuickBooks Online. * Assist with monthly financial statement preparation for bookkeeping clients during the tax off\-season. * Generate financial and tax reports for management review. * Interface with clients over open tax items or financial questions. * Assist with secure file management including uploading, labeling, filing, and publishing documents. * Support insurance audits, loan applications, census surveys, and other client requests as needed. **Qualifications:** * Must be located in the United States * Bachelor’s degree in accounting preferred * 2\+ years of hands\-on experience preparing individual and small business tax returns required * Experience with UltraTax CS preferred * Working experience in QuickBooks Online (QBO) required. * Qu