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Tax Preparer & Accounting Specialist

Role overview

Qualifications

  • Bachelor's Degree in Accounting, Finance, or related field preferred
  • Minimum 3 years of recent U.S. tax preparation experience
  • Experience preparing federal and state individual and business tax returns
  • Strong General Ledger and financial statement review experience

Responsibilities

  • Prepare federal and state individual and business tax returns
  • Review financial statements, General Ledger activity, and supporting documents
  • Prepare tax workpapers and estimated tax calculations
  • Identify tax-saving opportunities and assist with tax planning

About the company

Business Financial Group logo

Business Financial Group

Accounting

Providing accounting, payroll, tax preparation, tax planning for the technically adept micro and small business owners and independent contractors.

Company details

Company typeTPE
IndustryAccounting
Company size11 - 50

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Job description

This is a remote position.

About BFG

Business Financial Group (BFG) is a growing U.S.-based accounting, tax, payroll, and advisory firm helping small business owners reduce taxes, improve profitability, and build stronger businesses. We serve clients across the United States through proactive tax planning, accounting, bookkeeping, payroll, and advisory services.

Position Summary

We are seeking an experienced Tax Preparer & Accounting Specialist to prepare U.S. federal and state tax returns, review accounting records, analyze financial statements, maintain General Ledger accuracy, and support tax planning and compliance initiatives.

Required Qualifications

  • Bachelor's Degree in Accounting, Finance, or related field preferred
  • EA, CPA, or CPA Candidate preferred
  • Minimum 3 years of recent U.S. tax preparation experience
  • Experience preparing:
    • Form 1040
    • Form 1120S
    • Form 1065
    • Form 1120
    • Schedule C & Schedule E
    • K-1 Reporting
  • Experience with small business clients
  • Strong General Ledger and financial statement review experience
  • Experience with adjusting journal entries and year-end tax adjustments

Technical Tax Knowledge

  • Individual Taxation (Form 1040, Schedules A, C, D, E)
  • Business Taxation (1120S, 1065, 1120)
  • Multi-State Tax Returns and State Compliance
  • Depreciation, Fixed Assets, Section 179 & Bonus Depreciation
  • Shareholder Basis, Partnership Allocations, Corporate Distributions
  • Tax Credits, Deductions, and Estimated Tax Calculations

Preferred International Tax Experience

  • Form 5471
  • CFCs, Subpart F, GILTI
  • Foreign Tax Credits
  • Forms 8992, 8993, 1116, 1118, 8865, and 8938

Key Responsibilities

  • Prepare federal and state individual and business tax returns
  • Review financial statements, General Ledger activity, and supporting documents
  • Prepare tax workpapers and estimated tax calculations
  • Perform account reconciliations and adjusting journal entries
  • Review Balance Sheets, Profit & Loss Statements, and bookkeeping records
  • Support month-end and year-end close activities
  • Identify tax-saving opportunities and assist with tax planning
  • Communicate with clients and respond to tax/accounting inquiries
  • Assist with IRS and state notice responses

Software Requirements

  • QuickBooks Online & Desktop
  • Microsoft Excel (Intermediate to Advanced)
  • Drake Tax, Lacerte, ProSeries, UltraTax, or CCH Axcess
  • Xero (Preferred)
  • Microsoft Office & Google Workspace

Key Competencies

  • Strong U.S. tax and accounting knowledge
  • Financial statement analysis
  • Attention to detail and analytical skills
  • Excellent communication and client service
  • Ability to work independently and meet deadlines

Why Join BFG?

  • Work with a growing U.S. accounting and tax firm
  • Gain exposure to diverse small business clients
  • Expand tax planning and advisory expertise
  • Long-term career growth opportunities
  • Collaborative international team environment


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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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