Financial Services Tax Specialist

4 weeks ago


Cape Town, Western Cape, South Africa Exclusively Remote Full time
Job Description

We are seeking an experienced Accountant (ATX Tax Software Specialist) to join our team remotely. This role involves managing and preparing complex tax filings and financial statements for our clients using ATX tax software.

About the Role
  • Tax Preparation and Filing:
  1. Prepare federal, state, and local tax returns for individuals, corporations, partnerships, and LLCs using ATX tax software.
  2. Ensure accurate and timely filing of all tax forms, including quarterly and annual filings.
Financial Reporting and Compliance:
  1. Generate financial statements, balance sheets, and profit and loss statements.
  2. Ensure compliance with current tax laws and regulations to minimize potential audit risks.
  3. Assist in analyzing financial data to identify tax savings and planning opportunities.
Client Consultation:
  1. Provide tax advice and guidance to clients, addressing their questions and concerns regarding tax liabilities, deductions, credits, and tax planning strategies.
  2. Conduct reviews with clients to go over financial reports, tax planning, and areas for improvement.
Data Management and Analysis:
  1. Maintain accurate records of tax documents, client information, and financial transactions.
  2. Utilize ATX software for data entry, data management, and reporting to streamline processes and improve accuracy.
Collaboration and Team Support:
  1. Work closely with the accounting and finance team to ensure accurate bookkeeping and financial reporting.
  2. Support junior accountants and interns with ATX software training and tax preparation tasks.
Requirements
  • Education: Bachelors degree in Accounting, Finance, or a related field.
  • Experience: 2+ years of experience in tax preparation and accounting, preferably with ATX tax software.
  • Skills:
  1. Proficient in ATX tax software, as well as general accounting software (e.g., QuickBooks, Excel).
  2. Strong understanding of federal, state, and local tax regulations.
  3. Excellent analytical, organizational, and communication skills.
Certifications (Preferred): CPA, EA, or similar tax-related credentials.Salary and Benefits

The estimated salary for this position is $65,000 - $90,000 per year, depending on experience. Additionally, we offer comprehensive benefits, including health insurance, retirement plans, and paid time off.



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