Tax Professional
IFC Personal Money Managers, Inc., is a boutique advisory firm that specializes in fee-only financial advice, tax preparation, consulting and estate planning for clients with very individualized needs, and we are looking for an experienced and knowledgeable, dedicated and self-motivated tax professional to work on-site who can commit to 30-40 seasonally, and maintain consistent part-time hours year-round.
About us:
We are a small team of hard working, dedicated, supportive, flexible and team-oriented individuals. We have a wide variety of work, personal relationships with all our clients, potential for growth, all while placing an emphasis on work-life balance. ObjectiveAdvice.com
Compensation:
Compensation depends on experience. We offer year-round employment with an emphasis on seasonal work, and we are especially looking for an individual who can commit to 30-40 seasonally then maintain consistent part-time hours year-round.
Position benefits & perks:
- Flexible work hours
- Competitive compensation
- Productivity bonuses
Position Description and Responsibilities:
- Tax review, preparation and planning for Individuals and Trusts, S-Corps & Partnerships
- Financial and tax consulting; provide explanation and analysis of financial statements
- Review tax returns prepared by other team members
- Research tax issues and document conclusions
- Respond to IRS and state agency inquiries and notices
- Analyze data in comparison to prior years for missing information and consistency
- Communicate with clients in an understandable and friendly manner
- Develop long-standing relationships with clients through high-level service interactions
- Partner with internal team members to support any financial planning for clients
- If desired, inclusion in Financial Planning — opportunity for growth
Qualifications:
- 5+ years tax preparation experience
- Extremely organized with an acute attention to detail
- In-depth knowledge of tax rules and regulations
- Kind and personable with an attitude and aptitude for learning
- Excellent written and verbal communication skills
- A penchant for analyzation & problem solving
- Agile mindset – with the ability to successfully manage competing projects, priorities, and tight deadlines
Preferred Qualifications:
- Bachelor’s Degree in accounting or finance
- Proficiency with ProSeries
- Basic knowledge of QuickBooks
Job Types: Full-time, Part-time
Pay: $25.00 - $65.00 per hour
Expected hours: 20 – 40 per week
Benefits:
- Commuter assistance
- Flexible schedule
- Opportunities for advancement
- Professional development assistance
Experience level:
Schedule:
- Day shift
- Monday to Friday
Application Question(s):
- Do you have 5+ years Tax preparation experience?
Ability to Relocate:
- New York, NY 10024: Relocate before starting work (Required)
Work Location: In person