URGENT - Remote Experienced US Tax Preparer (ProConnect)

We are a full-service bookkeeping, accounting, tax, and CFO advisory services firm that is operated almost exclusively by our amazing team in the Philippines. Our focus is on optimizing how our clients use QuickBooks Online (QBO) so we can provide them with financial analytics and dashboards on a recurring basis to help their businesses thrive. Our firm is experiencing much more demand than we can handle, so we need to hire more bookkeepers to manage the onboarding, QBO cleanup, and daily bookkeeping needs of our clients.

Company Culture and Benefits:

We are a vibrant and supportive company. When you speak with our staff in the Philippines, you’ll find that we treat our team with respect and genuinely care for each member. Unlike many other firms, we recognize and value our international tea ---------- mbers as client-facing experts. Your insights and contributions are not only welcomed but are essential to our growth and success.

We want someone who is fun to work with, has a positive attitude, is caring and kind to others in our team, is highly self-directed, highly organized, and has a very high standard for themselves. We also want someone who is willing to receive feedback and looking to continually improve so they can be a part of our team in 5 years, 10 years and even longer term.
What sets Simple Financials apart is our commitment to our team’s well-being and professional development. You are more important than the client; if a client disrespects you, we will prioritize your well-being over their business. Our culture is built on mutual respect, flexibility, and a genuine interest in helping each tea ---------- mber achieve their personal and professional goals. We listen to your feedback and work together to create a supportive and enriching work environment.

We are looking for an Experience Tax Preparer to start immediately. The candidate will help launch, manage and grow the Tax Service Division of our company. In this role, you will be directly representing us to our clients and helping us to build our team of Tax Preparers. You will NOT be just another staff behind an American accountant, rather you will play an instrumental role helping our client directly with tax related issues.

This role involves ensuring compliance with federal and state tax laws and advising clients on potential tax savings. The ideal candidate must have a strong grasp of Intuit ProConnect tax software, with numerous years of preparation and e-filing experience.

This ideal candidate will also be proficient in providing advanced tax advice and financial planning for our clients, and possess the analytical skills necessary to accurately assess quarterly tax estimates and annual tax obligations based on financial records.

Your input, your contributions and your decisions will be extremely important to the success of our company. With that in mind, we want someone who has experience in a growing team, is fun to work with, has a positive attitude, is caring and kind to others on our team, is highly self-directed, highly organized, highly responsive and has a very high standard for herself/himself. It’s important that this person is someone who thrives on receiving feedback and looking to continually improve so they can be a part of our team over the next 5 years to 10 years or more.

This role is full-time and requires the candidate to work exclusively for our firm. The ideal candidate for this position must be able to work some of their hours in the US Central Standard Time Zone (CST) to meet with clients and our team, while their other hours can be worked whenever they wish.

THE IDEAL CANDIDATE WILL HAVE MOST OF THE FOLLOWING EXPERIENCE:

3+ years experience and highly proficient with preparing and filing personal Federal and State Income Tax Returns with Form 1040, Schedule A, Schedule B, Schedule D, Schedule 8812, and other relevant tax forms

3+ years experience and highly proficient with preparing and filing business Federal and State Income Tax Returns with Form 1120-S, 1120, Schedules C, Form 4562, Form 8829, and other relevant tax forms

3+ years experience and highly proficient with Intuit ProConnect tax software to prepare and e-file both Personal and Business tax returns at the Federal and State level

Experience estimating and filing quarterly taxes owed for business owners
Experience with tax laws and regulations applicable to the U.S.-based clients
Experience in client-facing roles, providing tax advice and financial planning
Experience with State sales tax preparation and filing

THE IDEAL CANDIDATE WILL HAVE MANY OF THE FOLLOWING CHARACTERISTICS:

Highly organized, able to maintain meticulous client records
Highly self-directed, able to manage diverse tasks effectively with being checked in on by others
Strong analytical skills for meticulous and precise work
Strong communication skills both written and verbal
A positive, team-oriented attitude; someone who is fun and caring towards tea ---------- mbers
Open to feedback and committed to continuous personal and professional development
Collaborative attitude to effectively work with tea ---------- mbers to integrate our current financial services and meet client needs comprehensively
Research focused to stay updated on new tax laws and accounting practices to enhance service quality and operational efficiency
Enjoy handling client inquiries, providing timely and clear responses and support
Available to work during the US Central Standard Time Zone as needed

COMPENSATION:

- $9 per hour - first three months / onboarding period
- $10 to $12 per hour - 4th to 12th month / working under the current management to advance in their role (more time if needed)
- $13-$15 per hour - after a year
- OFS PhilHealth and SSS self-payment reimbursement monthly
- annual promotion with raises to follow depending on your level of success in the position
- Pay periods - 5th and 20th of each month

• Advancement, Growth, and Leadership: As we acquire more companies, you will have long-term growth potential for advanced roles and learning. Over the next 3-5 years, the successful applicant would progress in their role with more strategically-focused responsibilities and potentially manage a team of bookkeepers at higher compensation ranging from $30,000 USD (1.7M Philippine pesos) to $40,000 USD (2.25M Philippine pesos) or more annually.

BENEFITS

• Flexible Work Schedule: During your first three months of Onboarding and Training, it is suggested you come in during CST work hours to maximize your exposure to our company culture and get the training you need to perform at and above expectations. After successfully completing your Onboarding and Training phase, other than the team and client meetings scheduled in CST, you're free to work during your preferred hours.

• Health Insurance Reimbursement: We will reimburse part of your monthly PhilHealth and Social Security System payments for $30 monthly.

• Paid Time Off (PTO): You will start earning vacation leave credits the day you start working at Simple Financials. These leave credits accrue with worked hours, and by working 40 hours per week for the entire year, you will earn:
- 15 days of vacation leave credits per year for the first two years
- 18 days of vacation leave credits per year during your years 3 and 4
- 21 days of vacation leave credits per year after 5 years of tenure
- Unused vacation leaves will be paid out as cash the following year. The actual payout date will be announced separately.

• Paid Holidays: Simple Financials observes specific US holidays. On these days, you will get holiday pay equal to your regular number of hours per day:
• Independence Day (July 4),
• Thanksgiving Day (every 4th Thursday in November),
• Christmas Eve (December 24),
• Christmas Day (December 25),
• New Year’s Day (January 01), and
• New Year’s Eve (December 31)
• Easter Monday (Monday after Easter Sunday)

• Profit Sharing Program: Recently, we have introduced a profit-sharing program for all eligible staff members once they have completed the training and onboarding period. Candidates may also be eligible for profit sharing after 1 year of working with us.

• Company Retreats: To foster employee engagement, we organize in-person retreats or outings that also strengthen camaraderie among our tea ---------- mbers. These usally occur two to three times per year.

• Ad Hoc Bonuses: Periodically, we give bonuses for personal milestones such as Mother’s Day, Birthday, Christmas, etc.

TO APPLY:

To Apply, please click the following link - ----------

Here, you will be prompted to upload a resume, fill out some questionnaire, and finally take a quick assessment. If you pass this first round, we will send you a few follow up assessments.

The last round will involve sending in a video recording of yourself answering a handful of questions, then finally a live face-to-face interview with some of my other tea ---------- mbers in the Philippines and an interview with me. Then we will make our final decision.

Please Note: It is best to have already taken your English Proficiency Assessment on your Onlinejobs.ph profile through ---------- and the IQ Test through ---------- before applying since we will request both of these in the application process. It is not mandatory to have them completed but it will improve your chances of moving along in the process.

SIMPLE FINANCIALS - CORE VALUES

We prioritize precision
Own The Outcome
Engage with Autheticity
We elevate financial clarity
Go above and beyond