Tax Preparer

Tax Accountant – Hybrid/Remote | Full-Time or Part-Time Lee Neville Tax, LLC

Who We Are and Why You’ll Love Working Here

Lee Neville Tax is a rapidly growing small business that was established in 2019. Lee Neville Tax is locally owned and offers many services for tax preparation & planning, bookkeeping & accounting, and other business needs. We mainly serve small businesses including Realtors, Financial Advisors, Photographers, and Landlords with rental properties.

We offer a work life balance and we value having a flexible schedule that offers hybrid or remote work options. We are unlike traditional CPA firms and enjoy a casual environment. You will find that our team offers a very supportive work setting. You are a valued part of the team from day one. We use TaxDome as our CRM and Drake as the tax software. We offer a simple IRA 3% automatic contribution for our employees.

What You Will Bring To The Table

• Review individual, partnership, and corporate tax returns
• Review client’s financial statements and make adjustments for preparation of tax returns
• Review individual tax returns with Sch C and Sch E
• Suggest tax savings strategies to clients upon review
• Set up QuickBooks Online accounts for client
• Train clients on how to properly use QuickBooks Online
• Respond to IRS and state agency audits, inquires, and tax notices
• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters

Qualifications

• 8-10 years minimum of relevant experience
• Experience in individual tax compliance and planning
• Tax research experience
• Experience in partnership tax would be a plus
• A team player that is outgoing and friendly
• Forward-thinking and enjoy keeping up to date with the tax industry regulations and policies
• Enjoys Training, Mentoring, and leading by example with staff

To Apply:
Please send your resume to Admin@LeeNevilleTax.com. We look forward to hearing how your experience can contribute to our team!