Job Description
Office Flex is a permanent Work From Home and includes Fiber Internet, Backup Internet, UPS, PC/Laptop
Reviewing client source data (non Xero) to identify what can be claimed as tax deductions, complete the necessary workpapers (forms) to substantiate the deductions
Be able to calculate the capital gain on sale of assets and complete necessary substantiation documents
Be able to complete rental property schedules, correctly identifying deductions
Understand the requirements for super contributions and which contributions can be deductible and which are not
Review client Xero file to ensure it is accurate and complete, that the transactions have been correctly classified in profit and loss and balance sheet and ensure the GST treatment of each transaction is accurate.
Possess a high level of knowledge with Xero payroll and potential payroll issues and how to fix those issues
Preparing financial statements and BAS at required intervals
Preparing working papers to substantiate client tax positions, either using Xero workpapers or other excel based workpapers
Preparing all types of tax returns, excluding super funds
Be proficient in liaising with the Australian Taxation Office (ATO) and other regulatory bodies when required
Be confident when communicating with clients
Possessing a working knowledge of Australian tax law
Recommending tax strategies to the director that align with a client's business goals
Liaise with the director to solve issues as they arise
Work with the team to achieve optimum outcomes for clients
Qualifications And Requirements
**REQUIRED**:
Bachelor's degree holder.
Must be able to pass a full Background check
Must have an education background in accounting.
Bachelor of Accounting from an accredited university.
Must have, or be able to obtain, a current and valid PTIN
Must have the ability to complete a tax return from intake to client delivery with mínimal supervision.
This includes identifying missing information and communicating that clearly to the client.
Must have recent experience completing 1040, 1041, 1120, 1120S, 1065, 990.
Must generally be a cool, chill person who enjoys a non-traditional work office
Positive attitude and ability to collaborate with others in a team-based environment and communicate kindly with clients.
**Preferred**:
**Experience in Tax Prep**: 3 years (preferred)
**Accounting industry**: 3 years (preferred)
CPA or Enrolled Agent highly preferred.
CST time zone highly preferred.
Experience in Drake Software, QuickBooks Desktop, QuickBooks Online.
Experience with other accounting functions related to bookkeeping, payroll, sales tax and other business accounting tasks.
**Job Description**:
Office Flex is a permanent Work From Home and includes Fiber Internet, Backup Internet, UPS, PC/Laptop
- Reviewing client source data (non Xero) to identify what can be claimed as tax deductions, complete the necessary workpapers