Job Description

Job Description

Job Description

Lee Neville Tax is a rapidly growing small business that was established in 2019. Lee Neville Tax offers 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 fully remote work options. We are unlike traditional firms and enjoy a casual work environment. You will find that our team offers a very supportive work setting. You will be a valued part of the team from day one. We use TaxDome as our CRM and Drake as the tax software.

Job Duties

• Preparation of individual, partnership, and corporate tax returns (1040, 1065, 1120s, and 1120)
• 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 Corporation & Partnership tax returns is a must
• 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

Perks & Benefits

• Competitive Salary
• Flexible Hours
• Simple IRA 3% automatic contribution for our employees
• No minimum hours during tax season
• PTO

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