What are the responsibilities and job description for the Remote Tax Onboarding Specialist | WFH position at Get It - Real Estate?
Join Our Innovative Team as a Tax Onboarding Specialist - Remote
Company Overview
We are an emerging startup located in Arizona, on a mission to revolutionize the bookkeeping and tax landscape for small businesses through state-of-the-art software solutions. Our inception was driven by a desire to empower small enterprises to utilize their financial data effectively for enhanced decision-making and overall growth. We recognized that the challenges faced by small businesses often stem from cumbersome bookkeeping processes, which we are determined to simplify.
Our clientele spans various sectors, including dental practices, restaurants, real estate, and insurance, with many clients having transitioned from other services in search of superior assistance. Our team consists of dedicated CPAs, engineers, tax preparers, product designers, and marketers, working collaboratively to champion our mission and foster a supportive work environment.
Position Overview
The Tax Onboarding Specialist role is tailored for professionals eager to advance their careers within the FinTech sphere. You will collaborate with a small, dedicated team focused on addressing crucial financial challenges. With guidance from colleagues who have excelled in startup ventures and boast extensive industry expertise, you will benefit from exceptional mentorship opportunities. Your role will involve client onboarding, document management, and the preparation and review of intricate tax returns for diverse clients.
Key Responsibilities
Joining our team entails a commitment to your professional development and growth. You will have the chance to undertake significant projects that contribute to the company's objectives while being part of a fast-paced, innovative environment. Our company values continuous improvement, fostering an ethos of collaboration and shared success.
Company Culture And Values
We take pride in our close-knit team culture, where creativity and collaborative problem-solving are at the forefront. Each member is encouraged to contribute their unique perspectives, ensuring that our work environment is both inclusive and conducive to personal and professional growth. Your contributions will matter in a setting that values agility and innovation.
How To Apply
If you are a motivated professional seeking to make a difference in an early-stage startup focused on supporting small businesses, we invite you to apply. Please attach a resume not exceeding two pages. Individual applicants only; firms are not encouraged to solicit business based on this opportunity.
Employment Type: Full-Time
Company Overview
We are an emerging startup located in Arizona, on a mission to revolutionize the bookkeeping and tax landscape for small businesses through state-of-the-art software solutions. Our inception was driven by a desire to empower small enterprises to utilize their financial data effectively for enhanced decision-making and overall growth. We recognized that the challenges faced by small businesses often stem from cumbersome bookkeeping processes, which we are determined to simplify.
Our clientele spans various sectors, including dental practices, restaurants, real estate, and insurance, with many clients having transitioned from other services in search of superior assistance. Our team consists of dedicated CPAs, engineers, tax preparers, product designers, and marketers, working collaboratively to champion our mission and foster a supportive work environment.
Position Overview
The Tax Onboarding Specialist role is tailored for professionals eager to advance their careers within the FinTech sphere. You will collaborate with a small, dedicated team focused on addressing crucial financial challenges. With guidance from colleagues who have excelled in startup ventures and boast extensive industry expertise, you will benefit from exceptional mentorship opportunities. Your role will involve client onboarding, document management, and the preparation and review of intricate tax returns for diverse clients.
Key Responsibilities
- Facilitate client onboarding and document collection.
- Manage internal workflows and follow up with clients accordingly.
- Prepare and review complex tax returns for individuals and businesses.
- Collaborate closely with the Tax Operations team to ensure a smooth transition for tax preparation tasks.
- Engage with high-value clients to enhance their overall service experience.
- Lead and support team initiatives in tax-related tasks, ensuring precision and uniformity.
- Utilize technology to optimize workflow and ensure compliance with tax regulations.
- Minimum of 3 years of tax preparation experience, ideally with multi-client exposure.
- Proficiency in QuickBooks Online (QBO) and Drake software.
- Strong command of Excel and excellent communication abilities.
- Proven problem-solving skills and capability to manage complex projects.
- Familiarity with tax laws and regulations, as well as experience in reviewing financial statements and tax filings.
- Active EA or CPA certification is required.
- A Bachelor's degree in business, accounting, or related fields is preferred.
Joining our team entails a commitment to your professional development and growth. You will have the chance to undertake significant projects that contribute to the company's objectives while being part of a fast-paced, innovative environment. Our company values continuous improvement, fostering an ethos of collaboration and shared success.
Company Culture And Values
We take pride in our close-knit team culture, where creativity and collaborative problem-solving are at the forefront. Each member is encouraged to contribute their unique perspectives, ensuring that our work environment is both inclusive and conducive to personal and professional growth. Your contributions will matter in a setting that values agility and innovation.
How To Apply
If you are a motivated professional seeking to make a difference in an early-stage startup focused on supporting small businesses, we invite you to apply. Please attach a resume not exceeding two pages. Individual applicants only; firms are not encouraged to solicit business based on this opportunity.
Employment Type: Full-Time
