Hess Financial Solutions, LLC is a rapidly growing boutique accounting firm based out of Burlington County, NJ that provides Tax Advisory & Accounting Services to small businesses throughout the U.S.
Our firm is looking to add another driven individual to our team that will not only contribute to our clients growth and success, but that is also looking to grow personally and professionally with our firm. This position is an entry level role and is an ideal fit for someone looking to advance to a more senior role managing their own client list in 1-5 years.
At Hess Financial, we strive to create an environment that both cares for our employees’ continued growth and success while also delivering an excellent client experience above the industry standard. Our mission as a firm is to help our clients pay the least amount of taxes possible to grow their business & personal wealth. We accomplish this by being the trusted advisors to our clients and serving as not only a tax preparer, but a consultant for all tax and business financial related matters.
Our Non-Traditional Tax firm is seeking a Full-Time Tax Associate to fulfill the following position:
Responsibilities
- Assist Tax Seniors with Tax Advisory engagements to help business owners proactively reduce their tax liability. This includes assisting with onboarding new advisory clients, preparing & delivering tax plans, handling ongoing compliance & implementation of tax plans, meeting quarterly with advisory clients.
- Be able to prepare business and personal tax returns for small business clients for review by Tax Seniors.
- Ensure all tax & extension deadlines are met
- Assist with preparing & sending financial statements to clients on a monthly basis
- Communicate directly with clients to gather documents, information, & arrange meetings
- Organize and update tax database
- Assist with recording adjusting tax entries into accounting software
- Understand and apply tax reduction strategies
- Managing progress of various projects and deadlines
- Ensuring projects are completed to a high standard
- Assisting with new client onboarding
- Assiting with preparation of client presentations in Microsoft PowerPoint
Requirements
- 2 years of Business & Personal Tax Preparation Experience
- Proven work experience at a public accounting firm
- Basic knowledge of the tax code for individuals and small business
- Preferred: Licensed EA or CPA
- Knowledge of accounting and bookkeeping procedures
- QuickBooks Online & Microsoft Office software proficiency
- Intuit ProSeries tax software experience is a bonus, but is not required
- Corvee Tax Planning software experience is a bonus, but is not required
- Computer literacy, numerical skills and attention to detail
- Desire to learn and grow as an individual
Work Location
Our firm exclusively works with business owners, therefore public accounting and business tax preparation (1065 / 1120 / 1120-S) experience is a MUST. Must have excellent people skills, organizational skills and the ability to handle several clients/projects simultaneously. This is a great opportunity to work in an exciting professional environment in a fully remote capacity.
We are looking for someone who has proven experience in a busy work environment, has been responsible for the tax return process for both business and individual from beginning to end, has gotten real results, and is willing to work with us to perfect our tax preparation and tax planning process.
This is not just “a job”. This is a ground floor opportunity to join a company who is rapidly growing. We are building an incredible business made up of incredible people who work hard, push themselves, and have a blast learning, growing, and doing new things together. Your entrepreneurial drive to help us grow our business is just as important as your technical skills. If this is attractive to you, APPLY! We want to hear from you!
Job Type: Full-time
Pay: $37,000.00 - $75,000.00 per year
Benefits:
- Flexible schedule
- Paid sick time
- Paid time off
- Work from home
Experience level:
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Public accounting: 2 years (Required)
- Business Tax Preparation: 2 years (Preferred)
License/Certification:
- CPA or EA license (Preferred)
Work Location: Remote