Location: Remote
Type: Part-Time

About Us:
We are a dynamic and growing PLLC dedicated to maintaining accurate financial records and optimizing tax returns for both the business and the personal needs of the owner. We value a collaborative and supportive work environment.

Job Summary:
As the Quick Books Online Booker and Tax Advisor, you will manage our business financial records using Quick Books Online, provide expert advice on LLC structure, and maximize tax deductions. This role demands attention to detail, strong organizational skills, and a comprehensive understanding of US tax laws and regulations.

Key Responsibilities:

Quick Books Online Management:

    Maintain and update financial records in Quick Books Online.
    Reconcile bank and credit card statements on a monthly basis.
    Accurately categorize and post transactions.
    Generate financial reports including profit and loss statements, balance sheets, and cash flow statements.
    Manage accounts payable and receivable.
    Assist with payroll processing and related tasks.
    Ensure compliance with financial policies and procedures.

Tax Advisory Services:

    Provide expert advice on LLC formation, structure, and management.
    Identify and implement strategies to maximize personal and business tax deductions.
    Prepare and file personal and business tax returns.
    Stay updated with changes in tax laws and regulations.
    Advise on quarterly estimated tax payments and other tax planning strategies.
    Collaborate with external accountants and auditors as needed.

Consulting and Support:

    Offer ongoing financial advice and support to the business owner.
    Assist in the development and implementation of financial strategies and plans.
    Provide training and support on Quick Books Online and payroll for staff as needed.
    Respond promptly to financial inquiries from management.

Qualifications:

    Proven experience as a bookkeeper, accountant, or tax advisor, preferably with Quick Books Online experience.
    Strong understanding of accounting principles and financial reporting.
    In-depth knowledge of US tax laws and regulations, particularly regarding LLCs and personal tax deductions.
    Excellent analytical and problem-solving skills.
    High level of accuracy and attention to detail.
    Strong organizational and time-management skills.
    Excellent communication and interpersonal skills.
    Ability to work independently and as part of a team.
    Relevant certifications (e.g., CPA, EA) are a plus.

Education:

    Bachelor’s degree in Accounting, Finance, or a related field preferred.
    Understanding of US Tax Regulations for solo small business owners and 1099 medical payments required.

Application Process:
If you meet the qualifications and are interested in this role, please submit your resume along with a cover letter outlining your relevant experience and why you are a great fit for this position.

Contact Information:
Your Contact Information

We look forward to finding a dedicated professional to join our team and contribute to our continued success.