Job description

If you thought of another boring compliance based accounting firm with an erroneous amount of overtime, think again…..

If you thought of an accounting firm who changed their minds and went back to office right after COVID, think again….

Because we are different!

Below you’ll find what is quite possibly the most awesome opportunity to “fast track your career by 10 years” type of job post.

KB Tax Deviser CPAs is an Award winning fastest-growing 100% cloud-based Tax & Business Advisory Firm specializing in customized, innovative tax strategies for affluent business owners all over the U.S. There are two partners at KB Tax and 11 team members working remotely. For the 2022 tax return year, we prepared about 180 tax returns. Tax return volume may seem small since our focus is on tax planning and advisory services.

Since 2020, we have saved over $27M+ in taxes for our clients.

We take pride in our corporate citizenship efforts as we support nonprofits around the world and change lives for the better.

At KB Tax, you'll have the chance to build a career as unique as you are, with the opportunity to

• Scale your career personally & professionally with advisory services including Tax Planning, Tax Implementation and CFO services
• Proactively help clients implement strategies that save them money on taxes and help build a stronger future.
• Be part of an inclusive culture where your voice is heard & your ideas are recognized,
• Say goodbye to snail mails & big paper boxes; bring on technology to automate processes.
• Outstanding opportunity to work with established sophisticated professional service businesses and high net worth individuals
• Work from the flexibility and convenience of your own firm, right by your loved ones.

Our firm believes in a balanced work and family lifestyle environment where we strive for personal and professional success.

The biggest benefit of joining this award-winning firm is to be mentored by our own CEO & nationally recognized tax professionals. Minal is….

• Winner of the Gold Stevie Award for Women in Business in Accounting & Finance.
• Winner of the CPA Practice Advisor's 40 Under 40 Award in 2021.
• Serving on Intuit Tax Council 2021-2024
• Interviewed by leading Tax Software developers in the industry and CPE providers.
• Serving on multiple boards due to her commitment and dedication to serving small businesses.

This is an influential position covering multiple aspects of the clients business, taxes and team. A can do position where you will be responsible for holding people HIGHLY ACCOUNTABLE and managing many moving parts.

This is for a passionate individual who has prepared income taxes and done QB bank recs for a public accounting firm for 2+ years and wants to continue growing in your career working from home flexibility. We will train you into being a tax planning wizard!

Job Responsibilities:

• Training and becoming a tax planning advisor helping walk clients through different strategies that may help them make smarter tax and financial decisions.
• Preparing year end tax returns for small business clients and high net worth individuals.
• Preparing and presenting tax planning kickoff calls, implementation calls and quarterly calls engaging the clients with their tax questions throughout the year.
• Keep up to date with latest tax legislation changes and IRS pronouncements as they become available.
• Understanding and implementing tax reduction strategies
• Recording tax adjusting Journal Entries in QBO and spot potential tax errors
• Preparing and/or reviewing financial statements
• Calculating tax projections Calculations and reviewing with clients
• Resolving tax notices and other issues
• Identifying, researching, and consulting on complex tax matters and drafting memos and conclusions
• Supporting the onboarding of new clients and ensuring positive client experience
• Supervising, training, and mentoring other team members
• Building & managing processes which includes tax planning, tax return preparation, business consultation and other closely related functions to create efficiencies within the firm and for the client
• Other tasks related to accounting, taxes and consultation
• Promoting KB Tax Culture, and encouraging excellence and high team morale
• Providing feedback, concerns and recommendations to KB leadership to continuously evolve Tax into a better service line

Qualifications Required:

• Accounting degree, CPA or EA (preferred) with at least 2+ years of progressive tax experience in a public accounting especially working on taxes for 1040 & business
• Experience preparing complex Forms 1040 (reconciling K-1 basis, etc.)
• Experience preparing complex small business returns (Forms 1065, 1120S, 990, etc.) (business consulting plus)
• Proven work experience as a Tax Senior
• Prepare year end tax returns for small business clients and high net worth individuals.
• Prepare and present tax planning kickoff calls, implementation calls and quarterly calls engaging the clients with their tax questions throughout the year.
• Record tax entries within client’s accounting system and spot potential tax errors
• Keep up to date with latest tax legislation changes and IRS pronouncements as they become available.
• Spend time researching strategies that may apply to clients to help keep up to date with the evolving tax industry.

If you’ve got passion and enthusiasm for helping people navigate the complexity of the tax world and a desire to come to a fast-growing professional services company to make an impact, we’ve got the perfect opportunity for you!

If you’re successful, here’s what you get:

• Chance to work directly with Minal & her Coaches
• Access to thousands of dollars of tax saving strategies and implementation tools
• Access to additional personal and professional development material, provided by company free of charge
• 100% Remote Stable Family Friendly Role
• Amazing progression, as we are a super fast growing company
• Quarterly Themes & Reward Programs
• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
• 401K with Company Match
• Health Insurance
• 10 Holidays & 10 PTO
• 1 Day Pet Bereavement Leave

Career Path

The career path for Tax includes Supervisor, Manager, Director and Partner.

• Must have global proficiency in all core competencies of the Firm, and be considered an expert in at least two.
• Prefer employees to be employed with KB Tax for at least 4 years, and as a Tax Manager for 24 months.
• Must have a 10% error rate* or less on payroll spreadsheets, tax projection worksheets, prepared tax returns and reviewed tax returns.

* Error rate is defined as any error or a departure from Firm policies and procedures on payroll spreadsheets, tax projection worksheets, prepared tax returns and reviewed tax returns that materially alters the results. This is a binary assessment where each work product will be either deemed free of errors or containing at least one error.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

An Equal Opportunity Employer--M/F/D/V

Because our team members are trusted to handle sensitive information, we require all candidates that receive and accept employment offers to complete a background check before being hired.

Job Type: Full-time

Compensation: $65,000-$85,000

Job Types: Full-time, Part-time

Pay: $65,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Bereavement leave
• Cell phone reimbursement
• Continuing education credits
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Internet reimbursement
• Opportunities for advancement
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Referral program
• Vision insurance
• Work from home

Experience level:

• 5 years

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• How many tax returns did you PREPARED in the last 12 months?
• How many tax returns did you REVIEWED (prepared by someone else) in the last 12 months?
• How many of those were very complex or high net worth?
• How many of those were 1040 vs 1120S, 1065, 1120?

Experience:

• Tax experience: 2 years (Required)

License/Certification:

• CPA or EA (Required)

Work Location: Remote

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